Group 1 - The core viewpoint is that the Trump team favors Waller as the next Federal Reserve Chair due to his willingness to make policy decisions based on forecasts rather than current data, contrasting with the current Chair Powell's approach [1][2] - The market's reaction to the news was a slight decline, indicating that Waller may not be perceived as dovish enough compared to other candidates [2] - Trump personally dislikes Waller, fearing that choosing from within the Fed could lead to a repeat of the Powell situation, but is considering Waller due to advice suggesting his selection would be favorable for the market [2][3] Group 2 - White House spokesperson Kush Desai stated that any discussions about personnel changes should be considered speculation unless stated by the President himself [3] - The likelihood of Waller's selection may have decreased following the market's downturn, which is not the outcome Trump desires; however, a significant market drop closer to the announcement could lead to Waller's selection as Trump may not want to gamble on the best candidate [3]
深夜22:00，传闻突袭，美联储变天
Jin Rong Jie·2025-08-07 23:53