Juno markets 外匯：特朗普表示是否立即降息是新美联储主席标准

Core Viewpoint - Trump's recent interviews indicate that the immediate initiation of interest rate cuts has become a core criterion for evaluating the new Federal Reserve Chair candidate [1][3]. Group 1: Trump's Criticism of the Federal Reserve - Trump has sharply criticized current Fed Chair Jerome Powell, describing him as "neither smart nor fond of Trump," highlighting long-standing policy disagreements and Trump's strong intervention stance on Fed policies [3]. - Earlier this year, Trump publicly called for the Fed to lower the benchmark interest rate to below 2%, while the current target range remains at 3.75% to 4%, marking a significant point of contention between Trump and Powell [3]. Group 2: Potential Candidates for Fed Chair - The leading candidate in the selection process is current White House National Economic Council Director Kevin Hassett, who aligns closely with Trump's views and has publicly stated that the Fed should cut rates based on current economic data [4]. - Other potential candidates include Fed governors Waller and Bowman, former Fed governor Warsh, and BlackRock's Reed, although Trump has not confirmed direct communication with these candidates [4]. Group 3: Trade Policy Considerations - Trump has indicated a willingness to consider lowering tariffs on certain U.S. goods while firmly stating that broad import taxes are essential for attracting investment and revitalizing struggling sectors like automotive and semiconductor industries [4][5].