美联储下任主席花落谁家？候选名单缩至这5人→

Core Viewpoint - The selection of the next Federal Reserve Chair is highly anticipated, especially given President Trump's ongoing pressure on the Fed and his attempts to place loyalists within the institution, which raises concerns about the Fed's policy independence [1][2]. Candidate Summary - The shortlist for the next Federal Reserve Chair includes current Fed governors Christopher Waller and Michelle Bowman, former Fed governor Kevin Warsh, White House National Economic Council Director Kevin Hassett, and Rick Rieder, Chief Investment Officer of Fixed Income at BlackRock [1]. - Treasury Secretary Mnuchin plans to submit a candidate list to President Trump after the Thanksgiving holiday, with Trump expected to make a decision by the end of the year [1]. Market Concerns - Trump's continuous criticism of Powell and the Fed's monetary policy is perceived as undermining the Fed's independence, with concerns that his appointed candidate may lack independence [2]. - The market anticipates a 25 basis point rate cut at the upcoming October monetary policy meeting, influenced by the potential new chair's stance on monetary policy [2]. Analysis of Candidates - According to CITIC Securities, the main competition for the Fed Chair position is between Waller and Hassett, with market sentiment favoring Waller due to concerns over Hassett's loyalty to Trump [3]. - The market is wary of Hassett's potential appointment due to previous resistance faced by Trump's nominee Stephen Moore, suggesting that Waller may ultimately be the favored candidate [3]. - If Waller is appointed, it could lead to a reversal in market expectations regarding the Fed's independence, positively impacting overall dollar assets and negatively affecting gold prices [3].