Group 1 - The potential successors for Federal Reserve Chairman Jerome Powell include James Bullard and former economic advisor Mark Sulzman, expanding the list of candidates to around 10 individuals [1][2][3] - Morgan Stanley economists have adjusted their forecast, predicting a 25 basis point rate cut in September, followed by three additional cuts of 25 basis points each, bringing the benchmark rate to between 3.25% and 3.5% [4][5] - The appointment of Stephen Milan as a Federal Reserve Board member is expected to enhance market expectations for future rate cuts, as he is perceived to be more dovish [1][5][6] Group 2 - The current economic environment, including signs of a weakening labor market and political pressures from President Trump, is influencing the Federal Reserve's decision-making process regarding interest rates [5][6] - The upcoming employment data in August will be crucial in determining the extent of potential rate cuts, with a 4.4% unemployment rate possibly supporting larger cuts [5][6] - The yield curve for U.S. Treasury bonds may steepen further if Trump's key appointment to the Federal Reserve is successful, reflecting market reactions to anticipated dovish policies [6]
候选人“名单”扩围,谁会成为下一任美联储主席?
Zheng Quan Shi Bao·2025-08-09 22:50