“影子主席”浮出水面 美联储独立性风暴一触即发

Group 1 - The next Federal Reserve Chairman is likely to be Kevin Hassett, as indicated by President Trump's comments and insider information [1][3] - Hassett's potential nomination is seen as a move towards a more dovish monetary policy, with market expectations shifting towards quicker interest rate cuts [3][4] - The market has already begun to react to Hassett's candidacy, with long-term U.S. Treasury yields declining and the dollar weakening [3][4] Group 2 - The independence of the Federal Reserve is under scrutiny, with concerns that Hassett's close ties to Trump may politicize monetary policy [6][7] - Despite worries about Hassett's influence, the structure of the Federal Reserve, including the voting power of the Federal Open Market Committee, ensures that he cannot unilaterally dictate policy [8] - The long terms of Federal Reserve governors, which can extend beyond presidential terms, provide a safeguard for the institution's independence [8]