美国总统突然宣布！特朗普称哈塞特、沃什和沃勒是美联储主席的前三人选，这回可是直接点名了，名单从11人缩到3人

Core Viewpoint - The article discusses the potential influence of former President Trump on the Federal Reserve's leadership and monetary policy, highlighting concerns about the independence of the Fed and the implications for the U.S. dollar's credibility in global markets [3][14]. Group 1: Federal Reserve Leadership - Trump has proposed three candidates—Hassett, Waller, and Walsh—to replace Powell, indicating a desire for immediate changes despite Powell's remaining term of over eight months [3]. - Hassett is seen as a loyalist to Trump, raising concerns about the potential loss of the Fed's independence and the impact on the dollar's credibility, which currently holds a 58% share of global foreign exchange reserves [5]. - Waller, a current Fed governor, has expressed a desire for rate cuts, but his academic background suggests a more consistent approach to monetary policy, making him a more reliable choice than Hassett [5][7]. Group 2: Market Reactions and Economic Implications - The market has reacted swiftly, with a 99.4% probability of a rate cut in September, raising questions about the extent of the cut [9]. - The potential for a 25 or 50 basis point cut is debated, with Hassett likely favoring a larger cut, while Waller may prefer a more cautious approach [10]. - Despite the pressure to cut rates to alleviate debt burdens, inflation remains a concern, with the July CPI showing a year-on-year increase of 2.9%, still above the 2% target [10][12]. Group 3: Broader Economic Context - The article suggests that hasty rate cuts could lead to rising prices for essentials like oil and food, increasing financial pressure on consumers [12]. - The reluctance of Treasury Secretary Basent to take on the role of Fed Chair indicates the precarious nature of the position amid political pressures [12]. - The overarching concern is whether the Fed will become a tool of the White House, potentially undermining the dollar's global pricing power and leading to a rapid outflow of capital from U.S. Treasuries [14].