美联储主席遴选进入关键阶段 五人短名单进入最终评估阶段（附候选人观点）

Core Viewpoint - The U.S. Treasury Secretary has narrowed down the list of candidates for the Federal Reserve Chair from 11 to 5, with the final selection expected to be nominated by President Trump as early as January 2026 [1][3]. Candidate Profiles - Michelle Bowman: Current Vice Chair for Supervision at the Federal Reserve, familiar with regulatory affairs [2]. - Christopher Waller: Current Fed Governor, known for hawkish monetary policy views and strong academic background [2]. - Kevin Hassett: Director of the National Economic Council, former White House economic advisor with a Republican background [2]. - Kevin Warsh: Former Fed Governor (2006-2011), criticized quantitative easing, previously an executive at Morgan Stanley [2]. - Rick Rieder: Chief Investment Officer of Fixed Income at BlackRock, a Wall Street veteran with significant market influence but no prior Fed experience [2]. Selection Process - Secretary Becerra will lead a new round of interviews for the five candidates, with the process expected to conclude after Thanksgiving due to upcoming international engagements [3]. - A streamlined recommendation list will be submitted to President Trump after the interviews, with the final decision resting with him [3]. Candidate Standards - Becerra prefers candidates with experience in economics, monetary policy, banking regulation, and management, who are open to new ideas regarding Fed operations and monetary policy [4]. - No candidate currently stands out as a clear favorite, but Rieder has made a strong impression due to his extensive experience in fixed income markets [4]. Candidate Views on Monetary Policy - Michelle Bowman: Advocates for a proactive monetary policy approach, suggesting that the Fed should act decisively in response to economic conditions, with a preference for a gradual adjustment of interest rates [5][6]. - Christopher Waller: Supports interest rate cuts but emphasizes caution in policy actions due to mixed economic signals [8][9]. - Kevin Hassett: Stresses the importance of Fed independence from political influence while supporting a comprehensive review of the Fed's mission and policies [10][11]. - Kevin Warsh: Calls for a complete overhaul of the Fed to restore its credibility, criticizing current leadership for failing to maintain appropriate interest rates [13][14]. - Rick Rieder: Believes there is room for about 100 basis points of rate cuts and questions the diminishing impact of tariffs on inflation [17][18].