贝森特公开“下一任美联储主席”遴选条件：缩减职能、“往前看”而非依赖“历史数据”

Group 1 - The core message from Secretary of the Treasury Bessent is that the next Federal Reserve Chair should be someone who can "examine the entire organization" and focus on monetary policy rather than other functions, which he believes jeopardizes the Fed's independence [1][2] - Bessent emphasizes that the new Chair must "gain market confidence" and possess the ability to analyze complex economic data, with a focus on forward-looking thinking rather than relying on historical data [1][3] - There is a clear indication that the next Chair's primary task may involve reassessing and potentially narrowing the Fed's functions, which have expanded into areas like financial stability and climate risk, raising concerns about deviating from core monetary policy responsibilities [2][3] Group 2 - Bessent highlights a significant shift in decision-making methodology for the Fed, advocating for a forward-looking approach rather than a backward-looking one, suggesting that future policy decisions may be based more on economic forecasts than on past data [3] - The definition of a "strong dollar policy" is articulated as one that maintains the dollar's status as a reserve currency, rather than focusing on short-term exchange rate fluctuations, indicating that sound economic policies will naturally strengthen the dollar [4] - Bessent expresses support for the current policy path of the Bank of Japan, suggesting that focusing on inflation outcomes rather than exchange rate results will resolve yen issues, aligning with the U.S. Treasury's previous stance on Japan's monetary policy [4]