启动“美联储MAGA化”？特朗普选了“海湖庄园协议”总设计师

Core Viewpoint - President Trump has nominated Stephen Miran, the chairman of the White House Council of Economic Advisers, to fill a vacant seat on the Federal Reserve Board, marking the first step in reshaping the Fed [1][10]. Group 1: Nomination Details - Miran's nomination comes after Adriana Kugler's resignation, which was set to end in January 2026 [1]. - Trump praised Miran's economic expertise as "unparalleled" and noted his long-standing collaboration with him [1]. - The nomination is seen as a significant move by Trump to influence the Fed's leadership during his second term [2][10]. Group 2: Miran's Economic Views - Miran is known for his influential "Mar-a-Lago Accord" paper advocating for a reduction in the long-term value of the dollar [2][3]. - He has publicly questioned the independence of the Fed and supports substantial reforms, including allowing all Fed officials to vote at every meeting and giving the White House the power to dismiss Fed officials [2][5]. - Miran has criticized the Fed's handling of inflation and warned of potential legislative changes if the Fed fails to fulfill its responsibilities [4]. Group 3: Market Reactions - Wall Street's response to Miran's nomination is mixed, with some investors viewing it positively for potential rate cuts, while others express concerns about his qualifications and political stance [7][8]. - Analysts generally believe that Miran's nomination will not alter expectations for an upcoming rate cut by the Fed [8][9]. Group 4: Implications for the Fed - If confirmed, Miran will serve until the end of Kugler's term, likely having limited opportunities to influence rate decisions [9]. - His nomination is interpreted as the beginning of a systematic effort by Trump to inject his economic ideology into the Fed, potentially leading to significant changes in its operations and policy discourse [10].