美财长贝森特：特朗普或于本月敲定下一任美联储主席人选 利率仍“明显高于中性水平”

Group 1 - The U.S. Treasury Secretary Mnuchin indicated that President Trump is expected to decide on the next Federal Reserve Chair by January, possibly around the time of the World Economic Forum in Davos [1] - There are currently four candidates for the position: NEC Director Hassett, former Fed Governor Warsh, current Fed Governor Waller, and BlackRock executive Riedel, with Riedel being the only candidate yet to be interviewed [1] - Mnuchin stated that current interest rates are still considered high, suggesting that monetary policy should not be in a restrictive state, with appropriate rates estimated to be between 2.5% and 3.25% [1] Group 2 - Mnuchin emphasized the need for the Federal Reserve to fulfill its responsibility to promote investment growth, while also supporting the economic agenda of the Trump administration, which he claims has laid the foundation for strong economic growth [2] - He praised the tax cuts, trade agreements, and deregulation policies enacted last year, while criticizing the Biden administration's trade policies, high taxes, and heavy regulations for weakening economic vitality [2] - Regarding housing policy, Mnuchin noted that large financial institutions have been buying single-family homes since the global financial crisis, and he highlighted Trump's plan to restrict institutional investors from purchasing single-family homes to alleviate housing affordability issues [2] Group 3 - The government has not yet finalized the specific thresholds for what constitutes an institution in terms of housing purchases, with discussions ongoing about the number of homes that would classify an entity as an aggregator [3]