瑞银：谁来接“空出来”的理事，他就是下一任美联储主席？

Core Viewpoint - The resignation of Federal Reserve Governor Adriana Kugler has accelerated the race for the next Fed Chair, prompting the White House to consider appointing a successor to Jerome Powell to fill Kugler's vacant position [3][4][5]. Group 1: Implications of Kugler's Resignation - Kugler's unexpected resignation opens a window for the White House to strategically position the next Fed Chair candidate [3][4]. - The White House is urged to quickly appoint Powell's successor to fill Kugler's seat, as Powell's continued tenure as a governor after his chairmanship could limit the pool of candidates for the new chair [5][6]. Group 2: Strategic Considerations - UBS analysts suggest that appointing a "designated successor" to work alongside the current chair could complicate future policy communications and increase internal tensions within the FOMC [7]. - The early vacancy of Kugler's position allows the White House to submit a nomination to the board, thus advancing the selection process for the next chair [7]. Group 3: Potential Candidates - Discussions regarding potential candidates for the Fed Chair position are intensifying, with names such as Treasury Secretary Becerra, National Economic Council Director Kevin Hassett, and former Fed Governor Kevin Warsh being mentioned [8]. - Current Fed Governor Christopher Waller is also seen as a contender, particularly after his dissenting vote in a recent FOMC meeting [8].