谁是下一任美联储主席?
Hu Xiu·2025-10-09 06:22

Core Viewpoint - The selection process for the next Federal Reserve Chair has concluded, with four main candidates being considered by President Trump after interviews conducted by Treasury Secretary Becerra [1][2]. Group 1: Candidate Selection Process - Treasury Secretary Becerra completed interviews with 11 candidates for the Federal Reserve Chair position, focusing on their views on interest rate policies and the exit strategy for quantitative easing [2]. - The final decision will be made by President Trump, who has expressed a preference for candidates including former Fed Governor Kevin Walsh, current Governor Waller, and White House economic advisor Kevin Hassett, with Rick Rieder from BlackRock also performing well in interviews [2][6]. Group 2: Candidates' Perspectives - Kevin Walsh supports the idea of reducing the Fed's balance sheet, aligning with Becerra's views on central bank reform [7]. - Current Governor Waller has also outlined plans to reduce the Fed's asset holdings, which have expanded significantly due to the purchase of government securities during financial crises [8]. - Kevin Hassett, as a member of Trump's inner circle, shares similar policy views with the President, while Rick Rieder's extensive experience in global fixed income is recognized [9]. Group 3: Market Concerns - The Federal Reserve is currently facing turmoil, with concerns about the independence of the central bank due to Trump's actions, including appointing allies and attempting to dismiss a board member [11]. - Ongoing attacks on the Fed's independence have led to market volatility and increased bets that the next chair will adopt a more aggressive stance on interest rate cuts [12].