知名经济学家痛批美联储“睡着了”，改革越快越好！

Core Viewpoint - The article discusses the need for the Federal Reserve to transition under new leadership, emphasizing the importance of reform and a broader perspective in its operations [2]. Group 1: Federal Reserve Leadership Transition - Economist Mohamed El-Erian advocates for the Federal Reserve to step back and focus on broader economic issues rather than detailed analyses [2]. - El-Erian highlights the need for the Federal Reserve to acknowledge its past mistakes and improve its compliance culture [2]. - The White House has been transparent about potential candidates for the next Federal Reserve chair, including Kevin Hassett and others from within the Federal Reserve [3]. Group 2: Market Reactions and Predictions - Analysts are preparing for a restructured Federal Reserve, with Hassett seen as a likely candidate for Trump's support [4]. - There is a significant increase in market expectations for a rate cut in December, with the probability rising from 50% to 87% according to CME Group data [4]. - El-Erian expresses concern over the volatility in market expectations regarding the Federal Reserve's actions, indicating a need for more predictability and stability [4]. Group 3: Independence Concerns - Investors are closely monitoring the situation to ensure that the turmoil does not threaten the independence of the Federal Reserve [4]. - UBS's chief economist warns that Hassett's leadership could resemble the problematic relationship between President Nixon and Fed Chair Burns in the 1970s [5]. - Deutsche Bank notes that a potential infringement on the Federal Reserve's independence is a risk, particularly with upcoming Supreme Court hearings regarding the dismissal of a Fed governor [6].