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Core Viewpoint - The selection of the next Federal Reserve Chair is becoming a focal point for the market, with increasing speculation around potential candidates and their implications for monetary policy [1][2][4]. Candidate Analysis - Scott Bessent, the U.S. Treasury Secretary, is being pushed by advisors within the Trump administration as a leading candidate for the next Federal Reserve Chair, although the White House has denied these claims [2][4]. - Current Federal Reserve Chair Jerome Powell's term ends in May 2026, and there is growing interest in who will succeed him [5]. - Other potential candidates include Kevin Warsh, former Federal Reserve Governor; Kevin Hassett, current Director of the National Economic Council; and Chris Waller, current Federal Reserve Governor [9][10][11]. Market Impact - The concept of a "shadow Federal Reserve Chair" is emerging, indicating that the market may start reacting to the potential candidates as they become more defined [7][8]. - Deutsche Bank's report suggests that Trump's administration may favor a "dovish" candidate who aligns with his calls for interest rate cuts [13]. Candidate Preferences - Kevin Waller is noted for his dovish stance, advocating for ignoring tariff-induced inflation to prioritize interest rate cuts, which aligns with Trump's preferences [13][15]. - The report indicates that while all candidates may promise to lower rates, the real challenge lies in implementing such policies effectively [14]. Challenges Ahead - The next Federal Reserve Chair will need to navigate the complexities of maintaining the independence of the Federal Reserve while addressing political pressures [12][15]. - Candidates from within the government may face heightened scrutiny regarding their ability to uphold the Fed's independence and credibility in achieving inflation targets [15].