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悬念升级!下一任美联储主席是他?
第一财经·2025-08-08 00:02

Core Viewpoint - The article discusses the potential appointment of Christopher Waller as the next Chair of the Federal Reserve, favored by former President Trump, and its implications for monetary policy continuity and market expectations [2][4]. Group 1: Waller's Profile and Market Impact - Christopher Waller, currently a Federal Reserve Governor since 2020, is recognized for his academic background and policy flexibility, advocating for quicker monetary easing when inflation risks are manageable [4]. - Waller's potential appointment could alleviate market concerns regarding abrupt shifts in monetary policy, as he is viewed as a proponent of a more accommodative stance [2][4]. - The U.S. dollar strengthened against major currencies, with the dollar index rising by 0.23% to 98.400, reflecting market reassessment of policy outlook following news of Waller's candidacy [2]. Group 2: Other Candidates and Market Sentiment - Other candidates mentioned by Trump include Kevin Hassett and Kevin Warsh, with Waller, Hassett, and Warsh being the top contenders according to betting platforms [6]. - Analysts express concerns that candidates closely aligned with the White House may raise fears about the independence of the Federal Reserve, potentially negatively impacting asset prices [7]. - Hassett's close ties to Trump and inclination towards aggressive fiscal stimulus could pressure the dollar and increase volatility in the bond market if appointed [7].