特朗普罕见承认：我犯了个大错！

Core Viewpoint - The ongoing tension between President Trump and Federal Reserve Chairman Jerome Powell has intensified, raising concerns about the future relationship between the two and the implications for monetary policy [1][9]. Group 1: Tensions and Criticism - Since taking office in 2017, Trump has consistently criticized Powell, expressing a desire for the Federal Reserve to lower interest rates in a timely manner to support market performance [3][5]. - Trump has publicly stated that he believes he made a significant mistake in choosing Powell as the Fed chair, indicating a preference for a new chair who aligns with his economic views [1][3]. Group 2: Potential Successors - Trump has identified Kevin Hassett and Kevin Warsh as potential candidates for the next Federal Reserve chair, with Hassett being the current frontrunner [5][11]. - The market has reacted strongly to the possibility of Hassett's appointment, with analysts suggesting that it would lead to a more accommodative monetary policy [11]. Group 3: Market Reactions - The capital markets have shown heightened sensitivity to Trump's comments regarding the Federal Reserve, particularly concerning the likelihood of further interest rate cuts [9][11]. - Following discussions about Hassett's potential nomination, the yield on the 10-year U.S. Treasury briefly fell below 4%, reflecting market apprehension about the implications of Trump's influence on the Fed [11]. Group 4: Independence of the Federal Reserve - Despite Trump's attempts to exert pressure, Powell has maintained the independence of the Federal Reserve, which has become a focal point of concern for the markets [7][9]. - The ongoing conflict between the White House and the Federal Reserve is seen as a significant factor that could impact U.S. monetary policy and, by extension, the global economy [11].