镣亟滞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
Sou Hu Cai Jing·2026-02-05 11:54

Core Viewpoint - Kevin Walsh has been nominated by President Trump to be the next Chairman of the Federal Reserve, pending Senate approval. This nomination comes at a critical time for the Fed, which is under pressure to lower borrowing costs significantly [1][3]. Group 1: Nomination Details - Trump's announcement on the evening of the 29th led to a surge in market expectations for Walsh's nomination, with the probability reaching 93% according to Polymarket [1]. - Walsh was previously considered for the position in 2017 but lost to Jerome Powell. Trump has expressed regret over not selecting Walsh at that time [6][8]. Group 2: Background of Kevin Walsh - Walsh, born in 1970, holds a bachelor's degree from Stanford University and a law degree from Harvard. He has served in various roles, including as a special assistant to President George W. Bush and as a member of the Federal Reserve Board from 2006 to 2011 [3][4]. - After leaving the Fed, Walsh became a critic of its policies, particularly regarding inflation, which he attributes to the Fed's policy mistakes rather than external factors [3][4]. Group 3: Criticism of the Federal Reserve - Walsh criticizes the Fed for expanding its role beyond monetary policy, which he believes undermines its independence. He argues that the Fed's balance sheet, which has grown to $7 trillion, distorts the market [4]. - He advocates for the Fed to return to its original boundaries post-crisis and has expressed concerns about the implications of continued quantitative easing [4][8]. Group 4: Alignment with Trump's Policies - Walsh's recent alignment with Trump's calls for lower interest rates marks a shift from his previous hawkish stance during his tenure at the Fed [8]. - His selection is seen as a strategic move to facilitate a smoother confirmation process in Congress, especially given the ongoing scrutiny of Powell [8].