悬念升级！下一任美联储主席是他？

Core Viewpoint - Christopher Waller is emerging as a favored candidate for the next Federal Reserve Chair, supported by former President Trump, which has led the market to reassess future monetary policy directions [2][3]. Group 1: Waller's Profile and Market Impact - Waller has been a Federal Reserve Governor since 2020, known for his academic background and policy flexibility, advocating for quicker monetary easing when inflation risks are manageable [3]. - His potential appointment is seen as a stabilizing factor for long-term U.S. Treasury yields and maintaining dollar inflows, alleviating market concerns about abrupt shifts in monetary policy [2][3]. - The U.S. dollar strengthened against major currencies, with the dollar index rising by 0.23% to 98.400 following the news of Waller's candidacy [2]. Group 2: Other Candidates and Market Sentiment - Other candidates mentioned by Trump include Kevin Hassett and Kevin Warsh, with Waller, Hassett, and Warsh being the top contenders according to betting platforms [5]. - Analysts express concerns that candidates closely aligned with the White House may raise fears about the independence of the Federal Reserve, potentially negatively impacting asset prices [5]. - Hassett is viewed as favoring aggressive fiscal stimulus, which could pressure the dollar and increase bond market volatility if appointed [5]. - Warsh's history of advocating for tighter monetary policy raises questions about his potential approach if he were to take office, with concerns about a more aggressive balance sheet reduction [5].