米兰辞去白宫职位留任美联储，市场预期沃什接任

Core Viewpoint - Stephen Miran has officially resigned from the White House Council of Economic Advisers (CEA) chair position, allowing him to focus on his role at the Federal Reserve and alleviating concerns about the independence of the central bank [1][2]. Group 1: Resignation and Focus on Federal Reserve - Miran's resignation from the CEA was communicated in a letter to President Trump, marking the end of his controversial dual role [1]. - He emphasized the importance of fulfilling his commitment to the Senate, stating that if he continued at the Federal Reserve beyond January, he would formally leave the CEA [3]. Group 2: Concerns Over Independence - Miran's dual roles had raised concerns regarding the independence of the Federal Reserve, with critics arguing that retaining a White House position could undermine the central bank's autonomy [2]. - The Senate Banking Committee Democrats had pressured Miran to resign from his Federal Reserve position to end what they deemed an inappropriate arrangement [3]. Group 3: Future Appointments and Market Reactions - Miran will remain at the Federal Reserve until his successor is confirmed, with Trump planning to nominate former Federal Reserve Governor Kevin Warsh as the next chair [4]. - There are potential obstacles in the nomination process, as Republican Senator Thom Tillis has threatened to block all Federal Reserve nominees due to ongoing investigations involving current Chair Jerome Powell and the Fed's headquarters renovation project [4].