美联储重磅！特朗普，宣布了！

Group 1 - The list of candidates for the next Federal Reserve Chair has been narrowed down to three individuals: Kevin Hassett, Christopher Waller, and Kevin Warsh [3] - President Trump has expressed dissatisfaction with current Chair Jerome Powell and has indicated he will not renominate Powell after his term ends in May [4] - The recent weak employment report has increased expectations for a rate cut by the Federal Reserve, with traders anticipating a 25 basis point cut at the upcoming meeting [6][5] Group 2 - The latest non-farm payroll report showed only 22,000 jobs added in August, significantly below expectations, with the unemployment rate rising slightly to 4.3% [6] - Analysts from GF Securities suggest that a rate cut is reasonable given the current data, referencing historical precedents where the Fed acted in response to weak employment figures [7] - The macro team at Guotai Junan notes that the weak employment data may pave the way for a rate cut in September, but uncertainty remains regarding the potential for consecutive cuts thereafter [8]