鲍威尔“去留风波”再起! 美联储换帅倒计时之际 特朗普放话：仍可能解雇鲍威尔

Core Viewpoint - President Donald Trump has indicated he has a preferred candidate for the next Federal Reserve Chair but is not in a hurry to announce it. He has also suggested the possibility of firing current Chair Jerome Powell, expressing dissatisfaction with his performance [1][2]. Group 1: Candidate Selection - Trump has not disclosed his favored candidate for the Federal Reserve Chair but mentioned he will announce it at an appropriate time, possibly in January [1]. - Kevin Hassett, the Director of the National Economic Council, is viewed as a frontrunner for the position, along with former Fed Governor Kevin Walsh and current Fed Governors Christopher Waller and Michelle Bowman [1][2]. Group 2: Criticism of Jerome Powell - Trump has repeatedly criticized Powell, who he appointed during his first term, and has expressed a desire for the next Chair to adopt a more aggressive interest rate cut strategy to stimulate economic growth [2]. - Trump has considered legal action against Powell, citing "severe incompetence," although Powell's term as Chair ends in May 2026, while his term on the Board lasts until 2028 [2]. Group 3: Market Reactions - There is significant concern among Wall Street, particularly among bond market participants, regarding Hassett's potential nomination, fearing it could undermine the independence of Fed monetary policy and lead to aggressive rate cuts that might trigger inflation [3]. - In contrast, Christopher Waller is viewed more favorably by market participants due to his perceived independence in monetary policy, which could lead to a more stable market response [3].