美联储未来主席是谁？哈塞特遇困，沃什概率大增！两人有何异同？

Core Viewpoint - The competition for the position of Federal Reserve Chair in 2026 is intensifying, with Kevin Hassett facing increasing resistance while Kevin Walsh's chances of taking the role are rising, which will significantly impact U.S. monetary policy direction [1] Group 1: Candidates' Backgrounds - Hassett's strengths lie in his close ties to the Trump administration and his ability to coordinate economic policies, having played a key role in the design and promotion of the Tax Cuts and Jobs Act [3] - Walsh has a diverse background that spans financial markets, the Federal Reserve system, and academia, providing him with practical experience in monetary policy and financial stability [4] Group 2: Economic Perspectives - Both candidates support interest rate cuts to reduce U.S. debt financing costs, aligning with Trump's policy goals, but they differ significantly in their policy logic and commitment to independence [6][9] - Hassett's approach is politically driven, focusing on short-term economic boosts and debt cost control, while Walsh emphasizes data-driven policy and the importance of maintaining the Fed's independence [6][7] Group 3: Market Reactions and Predictions - Hassett's recent statements about maintaining Fed independence have not alleviated market concerns regarding his close ties to Trump, leading to fears that his policies could prioritize political interests over economic data [9][13] - Walsh's profile is increasingly favored in the market, as he balances Trump's expectations with the need for a stable monetary policy environment, making him a suitable candidate to navigate potential economic crises [11][14]