美联储主席热门人选布拉德：关税不会导致通胀，已和贝森特交谈

Group 1 - Former St. Louis Fed President Brad discussed his recent conversation with Treasury Secretary Mnuchin regarding the search for a new Fed Chair, expressing his willingness to advance in any way desired [2] - President Trump is a vocal critic of current Fed Chair Powell, whose term lasts until mid-May next year, and is looking for a successor who aligns with his views on interest rate cuts [2] - Mnuchin is compiling a list of candidates that includes NEC Director Hassett, former Fed Governor Warsh, current Fed Governor Waller, and former President Bush's economic advisor Summers [2] Group 2 - Brad supports lowering interest rates, stating that tariffs do not lead to inflation but have slowed the economy this year, predicting that the Fed will adopt this view [2][3] - He emphasized the importance of preparing for success in the role of Fed Chair, aiming for low and stable inflation while respecting the Fed's independence under the Federal Reserve Act [3] - White House Economic Council Chair Milan refuted the belief that tariffs would lead to long-term higher prices, stating there is no evidence of inflation caused by tariffs [3][4] Group 3 - Following the release of the CPI report showing a July inflation rate of 2.7%, which is above the Fed's 2% target but slightly below Wall Street expectations, Brad predicted that the FOMC would begin cutting rates in September, potentially reducing the benchmark rate by a full percentage point within the next year [3] - Both Milan and Brad highlighted the importance of Fed independence, especially in light of Trump's public criticisms of policymakers for not cutting rates [4] - Trump reiterated his demand for a 3 percentage point rate cut, criticizing Powell for being "late" in his decisions, while Brad acknowledged Trump's right to his opinion based on his experience in the real estate market [4]