凰鞘统沃什获提名任美联储“新掌门”，特朗普看中他什么？-白宫-美债-鲍威尔-唐纳·川普-唐纳德·特朗普

Group 1 - The core point of the article is the nomination of Kevin Walsh as the next Chairman of the Federal Reserve by President Trump, which requires Senate approval [1][3]. - The market's expectation for Walsh's nomination surged, with a probability of 93% according to Polymarket [1]. - Walsh has a background in economics and previously served as a Federal Reserve Governor, where he was known for his critical stance on the Fed's policies [3][4]. Group 2 - Walsh's criticisms of the Federal Reserve include its expanding role in governance and social values, which he believes undermines the independence of monetary policy [4]. - He argues that the Fed's balance sheet, which has grown to $7 trillion, distorts the market and should revert to its original boundaries post-crisis [4]. - Trump's choice of Walsh aligns with his recent policy positions, including support for lower interest rates, contrasting with Walsh's previous hawkish reputation [8]. Group 3 - Trump's previous consideration of Walsh for the Fed chair position indicates a long-standing recognition of his capabilities, despite initially choosing Jerome Powell [6][8]. - Walsh's alignment with Trump's economic policies may facilitate a smoother confirmation process in Congress, especially given the current scrutiny of Powell [8]. - Deutsche Bank suggests that if Walsh is appointed, his policy approach may involve a unique combination of interest rate cuts and balance sheet reduction, although the feasibility of this is uncertain [8].