突发！美联储，重大变数！

Core Viewpoint - The nomination process for Kevin Walsh as the next Federal Reserve Chairman is facing delays due to a request from all 11 Democratic members of the Senate Banking Committee, pending the conclusion of a criminal investigation into current Chairman Jerome Powell and other Fed officials [1][2]. Group 1: Nomination Process - The Senate Banking Committee has received a letter from all 11 Democratic members requesting to postpone Walsh's nomination until the criminal investigation into Powell is resolved [2]. - Walsh was nominated by Trump on January 30, and his nomination will first be reviewed by the Senate Banking Committee before proceeding to a full Senate vote [2]. - A Republican member, Tom Tillis, has threatened to oppose Walsh's nomination, which could lead to a tie vote in the committee, potentially blocking the nomination from reaching the full Senate [2][3]. Group 2: Investigation Details - The U.S. Department of Justice issued a subpoena to the Federal Reserve on January 9, threatening criminal charges against Powell regarding his testimony about a $2.5 billion renovation project for the Fed's office building [3]. - Powell has publicly stated that the investigation is a "pretext" and claims it stems from the Fed's failure to align interest rate decisions with presidential wishes [2][3]. Group 3: Stephen Miran's Resignation - Stephen Miran has officially resigned from his position as Chairman of the White House Council of Economic Advisers, ending his controversial dual role [5][6]. - Miran's resignation was confirmed by White House officials, and he stated that he wanted to honor his commitment to the Senate regarding his role at the Fed [6]. - Miran's continued presence at the Fed is seen as an opportunity for Trump, as he has nominated Walsh to replace Miran and potentially elevate him to the Chairman position [6][7]. Group 4: Monetary Policy Implications - Miran's ongoing role at the Fed is expected to influence the pace and extent of interest rate cuts, with him advocating for more aggressive rate reductions [7]. - Miran has expressed that the Fed needs to cut rates by more than 100 basis points this year, indicating a push for a more dovish monetary policy [7].