Core Insights - President Trump has indicated he has a preferred candidate for the new Federal Reserve Chair and plans to announce this choice soon, potentially during the week of January 26 [2] - Wolfe Research highlights a significant time window for the announcement, particularly during the FOMC meeting, suggesting a strategic move to shift market focus away from the Fed's lack of rate cuts [2] - The announcement is expected to fill the vacancy left by the Fed Governor's seat, which will be vacated on January 31, with a nomination likely before the March FOMC meeting [2] Candidate Analysis - Market reactions suggest that Rick Rieder from BlackRock and Kevin Hassett are viewed as relatively dovish candidates, while Christopher Waller and Kevin Warsh are seen as more hawkish [3] - Hassett's potential appointment could steepen the yield curve, whereas Warsh's nomination might flatten it [3] - Wolfe Research indicates that Hassett has a higher probability of being nominated than the current market prediction of 6%, although there is no perfect candidate that meets all of Trump's criteria [3]
特朗普最可能官宣鲍威尔继任者的时机之一，就在本周FOMC会议上！
Jin Shi Shu Ju·2026-01-27 09:16