哈塞特：任命沃什是“正确的时间选了正确的人”，美联储资产负债表应““尽可能精简””

Core Viewpoint - The article discusses the call from Trump's economic advisor, Hassett, for the Federal Reserve to reduce its balance sheet to the "most streamlined" level possible and supports Trump's nomination of Waller as Fed Chair, emphasizing the importance of maintaining financial stability and managing inflation and unemployment [1][2]. Group 1: Support for Waller's Nomination - Hassett strongly supports Trump's nomination of Waller for Fed Chair, describing him as a "data-driven, independent" candidate who will formulate monetary policy objectively, free from political influence [2]. - This endorsement is significant for alleviating market concerns regarding the independence of the Federal Reserve [2]. Group 2: Stance on Balance Sheet Reduction - Hassett explicitly states that the Federal Reserve should compress its balance sheet to the "most streamlined" level, aligning with the Trump administration's expectations for normalizing Fed policies [3]. - He emphasizes a return to traditional monetary policy operations, advocating for a low-key and pragmatic approach focused on statutory responsibilities [3]. Group 3: Interest Rate Outlook Warning - Hassett issues a cautious signal regarding future interest rate trends, indicating that if economic data changes significantly or inflation rises suddenly, there will be limited room to lower rates to ultra-low levels like 1% [4]. - This statement reflects the White House economic team's vigilance regarding inflation risks and aims to temper market expectations for substantial rate cuts [4].