突发特讯！特朗普通告全球：已选定下任美联储主席 将很快公布，引发全球高度关注

Core Viewpoint - The unexpected announcement by Trump regarding the selection of the next Federal Reserve Chair has prompted Wall Street traders to revise interest rate expectations, indicating a potential political strategy behind the move [1][3]. Group 1: Federal Reserve Leadership Changes - Current Fed Chair Powell's economic policies have diverged significantly from Trump's, especially since the initiation of the interest rate hike cycle in 2022, leading to public disagreements [3]. - Trump's preferred successor, Hassett, aligns closely with his campaign's economic agenda, advocating for a rate cut of at least 50 basis points [3]. - Historical patterns show that presidential interventions in Fed leadership often coincide with election cycles, suggesting Trump's early maneuvering is aimed at the 2026 midterm elections [3]. Group 2: Market Reactions - Despite rumors of Powell's resignation being false, the 30-year Treasury yield fell by 8 basis points, and traders increased the probability of a rate cut by June 2024 to 72% [5]. - This market reaction reflects Wall Street's anxiety about the need for a Fed Chair who can flexibly align with Trump's monetary policy goals [5]. Group 3: Broader Economic Implications - The leadership turmoil highlights structural contradictions in U.S. economic governance, particularly the reliance on the Fed to manage a $3.2 trillion federal debt while needing a loose monetary environment ahead of the 2024 elections [7]. - Trump's potential overhaul of the Fed could undermine the traditional independence of central banks, reminiscent of past collaborations that led to financial imbalances [7].