Group 1 - The core viewpoint is that President Trump is signaling a potential successor for the Federal Reserve Chair, with Kevin Hassett being a likely candidate [1][3][10] - Trump has been critical of current Chair Powell's approach to interest rate cuts, indicating a desire for a more aggressive monetary policy from his successor [5][13] - The selection of Hassett could raise concerns about the independence of the Federal Reserve, given his close relationship with Trump and shared economic views [8][11] Group 2 - The Federal Reserve's operational principles are expected to remain data-driven, regardless of who is appointed as Chair [8][11] - The process of appointing a new Chair involves Senate confirmation, and Hassett is anticipated to have a high likelihood of approval [10][12] - The Federal Open Market Committee (FOMC) consists of 12 voting members, and while the Chair has only one vote, their influence can vary based on personal credibility and historical context [13] Group 3 - The market is expected to remain in a rate-cutting cycle, with predictions of 1-2 rate cuts in the first half of the year and an overall reduction of approximately 100 basis points for the year [1][7][14] - The potential for Hassett to align closely with Trump's views could lead to a reevaluation of the Fed's decision-making independence if he is perceived as a puppet [6][12]
特朗普钦点他为美联储新主席？“工具人”而已？美联储前高级经济学家这么说
Di Yi Cai Jing·2025-12-04 01:21