市场谨慎但不恐慌 分析师：沃什是美联储主席稳健人选 今年有望降息两三次

Group 1 - The market reacted calmly to President Trump's nomination of Kevin Walsh as the next Federal Reserve Chairman, which is seen as a victory given Trump's history of creating policy uncertainty [1] - Following the announcement, the S&P 500 index fell approximately 0.4%, and the 10-year Treasury yield slightly increased to 4.242%, indicating a cautious market sentiment [1] - Gold and silver, which had recently risen due to monetary policy uncertainty, experienced significant declines, with silver dropping over 25% [1] Group 2 - Walsh's policy stance is viewed as ambiguous on Wall Street; he is often seen as hawkish but has criticized Powell, leading to mixed interpretations of his future policy direction [2] - Some market participants expect Walsh to implement two to three rate cuts this year, suggesting that his leadership may not differ significantly from other candidates [2] - Walsh advocates for a smaller balance sheet for the Fed and has criticized quantitative easing for inflating asset prices without improving wage growth [2] Group 3 - Analysts suggest that Trump may have chosen a candidate more acceptable to Wall Street to reduce confirmation uncertainties, especially given recent tensions with Powell and ongoing investigations [3] - Trump's nomination of Walsh may signal an attempt to lower resistance while maintaining the independence of the Federal Reserve [3] - There are concerns that Trump may express dissatisfaction with Walsh in the future, similar to his previous criticisms of Powell [3]