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开，引发全球高度关注

Core Viewpoint - The unexpected announcement by Donald Trump regarding a potential change in the Federal Reserve leadership has stirred significant anxiety on Wall Street, indicating a possible shift in monetary policy [1] Group 1: Federal Reserve Leadership Change - Trump's desire to replace Jerome Powell, the current Federal Reserve Chairman, comes two and a half years before Powell's term ends, suggesting deep political motivations behind this move [1] - Trump's preferred candidate, Kevin Hassett, advocates for a reduction in interest rates by at least 50 basis points, aligning closely with Trump's economic agenda [3] - Historical precedents show that presidential interventions in Federal Reserve appointments often coincide with election cycles, indicating that Trump's strategy may be aimed at the 2026 midterm elections [3] Group 2: Market Reactions - Despite rumors of Powell's resignation being false, the yield on 30-year U.S. Treasury bonds fell by 8 basis points, reflecting market anxiety over potential changes in monetary policy [5] - Traders have increased the likelihood of a Federal Reserve rate cut by June next year to 72%, highlighting Wall Street's concerns about the future direction of monetary policy under Trump's influence [5] Group 3: Broader Economic Implications - The potential shift in Federal Reserve leadership underscores structural contradictions within the U.S. economic governance system, particularly the fragility of central bank independence in the face of political pressures [7] - The need for a loose monetary environment to support a $3.2 trillion federal debt and boost economic morale ahead of the 2024 presidential election raises questions about the long-term implications for monetary policy [7] - If Hassett were to lead the Federal Reserve, it could fundamentally alter the traditional independence of the central bank, potentially impacting the credibility of the U.S. dollar and introducing new variables in global central bank dynamics [5][7]