美联储主席人选，最快本周揭晓

Core Viewpoint - The upcoming decision on the successor to Federal Reserve Chairman Jerome Powell is a significant topic of discussion on Wall Street, with expectations that President Trump will announce his choice soon, particularly during the Federal Reserve's decision announcement period this week [1][2]. Group 1: Announcement Timing - Analysts from Wolfe Research highlight a critical 90-minute window during the Federal Reserve's FOMC decision announcement, where Trump is likely to make his announcement to shift market focus away from the Fed's decision not to cut rates [2][3]. - Even if the announcement does not occur during the Fed's decision period, it is anticipated to happen either this week or in the following weeks, especially before the March FOMC meeting [4]. Group 2: Candidate Impact on Markets - Wolfe Research assesses the market reactions to potential candidates for the Fed chair position, noting that Rick Rieder and Kevin Hassett are viewed as relatively moderate, while Christopher Waller and Kevin Walsh are seen as more aggressive [5]. - If Hassett is chosen, it could lead to a steeper yield curve, whereas Walsh's selection might flatten the curve, indicating that Hassett could have the most significant market impact among the candidates [5]. Group 3: Uncertainty in Selection - There is uncertainty regarding who Trump will ultimately choose, as there appears to be no "perfect candidate" that meets all presidential criteria [6]. - Wolfe Research suggests that the likelihood of Hassett being selected is higher than the current implied probability of 6% in the betting markets [6].