特朗普放话：下一任美联储主席必须是“超级鸽派”，将很快公布人选

Core Viewpoint - President Trump emphasizes that the next Federal Reserve Chair must support significant interest rate cuts, indicating dissatisfaction with current monetary policy and an intention to influence the Fed's independence [1][3]. Group 1: Candidates and Their Positions - The known candidates for the next Fed Chair include Kevin Hassett, Kevin Walsh, and current Fed Governor Christopher Waller, all of whom advocate for lower interest rates, though none explicitly support Trump's request to lower rates to 1% [2]. - Waller, a current Fed policymaker, has expressed that there is room for a 50 to 100 basis point rate cut, but he advocates for a gradual approach to maintain a balance between growth and inflation control [2][3]. Group 2: Trump's Influence on Fed Independence - Trump has stated that the next Fed Chair should consult with him on interest rate decisions, which deviates from the traditional practice of maintaining Fed independence [3]. - Hassett has indicated that while he would consider the President's policy opinions, the decision-making process for interest rates would remain independent, rejecting the notion that the President's views hold equal weight in the FOMC voting [3]. Group 3: Impact on Mortgage Rates - Trump's desire to lower mortgage rates may not be significantly influenced by Fed rate cuts, as long-term borrowing costs are more affected by long-term interest rates, such as the 10-year U.S. Treasury yield [4][7]. - Mortgage rates have remained stable between 6.3% and 6.4% since Labor Day, showing little sign of decline despite Trump's calls for lower rates [4].