Workflow
特朗普火速提名米兰担任美联储理事,新主席会是谁
2 1 Shi Ji Jing Ji Bao Dao·2025-08-08 13:33

Group 1 - The core point of the news is the appointment of Stephen Milan as a new Federal Reserve Board member following the unexpected resignation of Governor Kugler, with Milan's term set to last until January 31, 2026 [2][4] - Milan's appointment is seen as a temporary measure by President Trump, allowing him to make a more permanent selection for the Federal Reserve Board and potentially the next Fed Chair [5] - Milan has previously criticized the Fed's policies under Powell, particularly opposing interest rate cuts, but has shifted his stance to support rate reductions under the current economic conditions [6] Group 2 - The market is speculating on potential candidates to succeed current Fed Chair Powell, with Waller, Hassett, and Walsh being prominent names; Waller is viewed as a favorable choice for maintaining continuity in the Fed's leadership [8] - If the new Fed Chair is perceived as aligned with Trump's views, it could lead to negative market reactions due to concerns over the Fed's independence [8][9] - The Federal Reserve's decision-making process involves multiple members, and even if a Trump-aligned Chair is appointed, it may not significantly influence the broader Federal Open Market Committee [9] Group 3 - Disagreements within the Fed are intensifying, as evidenced by the recent decision to maintain the federal funds rate between 4.25% and 4.50%, marking the fifth consecutive meeting without a rate change [11] - Two Fed governors voted against the rate decision, indicating a divide in opinions on monetary policy direction, with some advocating for a shift towards a more neutral stance to mitigate economic risks [11][12] - Inflation concerns are rising, with the Atlanta Fed President warning about persistent inflation risks due to changing tariff policies and supply chain issues, as consumer inflation expectations have increased [12]