哈塞特：尚未接受美联储主席人选的正式面试。 来源：滚动播报 ...

北京时间 9 月 6 日，美国总统特朗普就下一任美联储主席人选释放关键信号，公开表示候选人范围已缩 小至三人前白宫经济顾问凯文・哈塞特、前美联储理事凯文・沃什以及现任美联储理事克里斯托弗・沃 勒。这场牵动全球市场神经的 "美联储主席争夺战" 正式进入最后阶段。 一、三位候选人是谁？他们的政策倾向如何？ 1. 凯文・哈塞特 背景：特朗普任内的白宫经济顾问委员会主席，保守派经济学家，以研究税务政策著称。 政策倾向：被视为 "特朗普主义" 的忠实支持者。若他上任，美联储政策可能与白宫保持高度一致，或 更倾向于维持低利率以支持经济增长，甚至可能挑战美联储的独立性。 2. 凯文・沃什 美元强弱：影响全球货币格局和资金流向。 市场流动性：关乎美股、黄金、加密货币等各类资产的估值基础。 3. 背景：前美联储理事（2006-2011 年），曾参与应对 2008 年金融危机，女婿是 "特朗普概念股" DWAC 的 CEO。 政策倾向：传统共和党背景，被认为可能是偏鹰派的人物。他对量化宽松（QE）持批评态度，更关注 金融稳定和通胀风险。 4. 克里斯托弗・沃勒 5. 背景：现任美联储理事，曾任圣路易斯联储研究主管，是主席鲍威尔的 ...

Core Viewpoint - The article discusses the potential candidates for the next Chair of the Federal Reserve, with President Trump narrowing the list to three or four individuals, including Kevin Hassett, Kevin Warsh, and Christopher Waller [1][3][4]. Candidate Selection Process - President Trump has indicated that the list of candidates for the Federal Reserve Chair has been reduced to three or possibly four, with Hassett being a prominent contender [1][3]. - The initial candidate pool was reportedly as large as eleven, but Trump has since focused on a smaller group [5][9]. Candidate Profiles - Kevin Hassett, currently the Chair of the White House Council of Economic Advisers, has been a long-time ally of Trump and has consistently supported his economic policies [10]. - Hassett's tenure in Trump's administration has been marked by his alignment with the President's views on trade, tax, and monetary policy [10]. - The article notes that Hassett has expressed a strong desire to become the Federal Reserve Chair, despite his public statements being somewhat ambiguous [12]. Economic Context - The article highlights recent economic data, including a disappointing non-farm payroll report, which has led to criticism of the current Federal Reserve Chair, Jerome Powell, by Trump [12]. - Hassett anticipates that the market expects a 25 basis point rate cut in September, although he suggests that a larger cut may be discussed [13].

Core Viewpoint - President Trump has narrowed down the candidates for the next Federal Reserve Chair to three or possibly four individuals, indicating strong support for Kevin Hassett, his chief economic advisor, to replace Jerome Powell [1] Group 1: Candidates for Federal Reserve Chair - The final candidates mentioned by Trump include Kevin Hassett, Kevin Warsh, and Christopher Waller, with Hassett being the most prominently supported [1] - The candidate selection process initially considered up to 11 individuals, including various prominent figures from the financial sector [2] - Trump's previous statements indicated a fluctuating list of candidates, with Hassett and Warsh being consistently highlighted as top contenders [2] Group 2: Economic Context and Implications - Following a disappointing August jobs report, Hassett suggested that the market anticipates a 25 basis point rate cut by the Fed in September, although he speculated on the possibility of a larger cut [1] - Hassett downplayed the impact of the employment report, suggesting that revisions could lead to more favorable economic data in the future [1] - The ongoing tension between Trump and Powell regarding interest rate policies has raised questions about the independence of the Federal Reserve and its leadership under potential new appointments [1][2] Group 3: Hassett's Background and Position - Kevin Hassett has been a long-standing member of Trump's economic team, known for his alignment with Trump's policies on trade, taxes, and inflation [3] - His tenure as an economic advisor has been marked by a supportive stance towards Trump's administration, contrasting with previous advisors who attempted to moderate Trump's more extreme positions [3] - Hassett has expressed a strong desire to become the Federal Reserve Chair, although his public statements have been somewhat ambiguous [4]

【特朗普称哈塞特、沃什和沃勒是美联储主席的前三人选】智通财经9月6日电，特朗普表示，没有说过 会选择哈塞特当美联储主席，哈塞特是人选前三之一。贝森特曾是美联储主席的第四人选，现在剩下三 人，分别是沃勒、沃什和哈塞特。 ...

特朗普：贝森特曾是美联储主席的第四人选，现在剩下三人。 来源：滚动播报 ...

来源：滚动播报 特朗普暗示很快就会知道美联储主席人选。 ...

Report Industry Investment Rating - Zinc investment rating: Oscillating weakly [1] Core Viewpoints - Zinc trend strength is 0, indicating a neutral view [3] Summary by Relevant Catalogs Fundamental Tracking - **Prices**: The closing price of SHFE zinc main contract was 22,310 yuan/ton, up 0.18%; the closing price of LME zinc 3M electronic disk was 2,807 dollars/ton, up 0.05% [1] - **Trading Volume**: The trading volume of SHFE zinc main contract was 114,993 lots, an increase of 21,819 lots; the trading volume of LME zinc was 8,014 lots, a decrease of 233 lots [1] - **Open Interest**: The open interest of SHFE zinc main contract was 107,827 lots, a decrease of 891 lots; the open interest of LME zinc was 192,457 lots, an increase of 964 lots [1] - **Premium and Discount**: Shanghai 0 zinc premium/discount was -45 yuan/ton, down 5 yuan/ton; LME CASH - 3M premium/discount was -4.61 dollars/ton, up 2.89 dollars/ton [1] - **Inventory**: SHFE zinc futures inventory was 36,213 tons, a decrease of 153 tons; LME zinc inventory was 60,025 tons, a decrease of 5,500 tons [1] News - The selection of the Fed Chairperson will be announced in autumn, with 11 potential candidates, and the final 3 - 4 candidates will be recommended after interviews [2] - Next week, the US Congress will have a crucial vote on the Fed's independence, which is highly politicized due to Trump's decision to fire Fed Governor Cook [2]

Core Viewpoint - The article discusses U.S. Treasury Secretary Becerra's interview, highlighting the upcoming selection of a new Federal Reserve Chair and addressing various economic policies and controversies surrounding the Federal Reserve and government investments in tech companies [2][4][9]. Federal Reserve Chair Candidates - Becerra mentioned that there are currently 11 strong candidates for the Federal Reserve Chair position, with interviews starting next month. He expects to recommend three to four candidates to President Trump by this fall [4]. Federal Reserve's Monetary Policy - Becerra criticized the Federal Reserve for deviating from its core monetary policy goals of price stability and full employment since 2008, emphasizing the need for the Fed to return to its primary mission [4]. Internal Review of the Federal Reserve - Becerra called for an internal review of the Federal Reserve, particularly regarding the allegations of mortgage fraud against Fed Governor Lisa Cook, suggesting that such issues undermine public trust in the institution [6]. Government Investment in Tech Companies - Becerra clarified that the U.S. government has no plans to invest in Nvidia, stating that the company does not require financial support, contrasting this with the recent investment in Intel [9]. Chip and Science Act Funding - The article notes that the U.S. government's Chip and Science Act has a total funding of $38 billion, with over $33 billion already allocated and more than 86% of the funds disbursed, benefiting major chip manufacturers like Intel and TSMC [10]. Trade and Tariff Negotiations - Becerra acknowledged the fluid nature of trade and tariff negotiations, mentioning Canada's willingness to engage in secondary tariffs and expressing confidence that the U.S. will reach an agreement with India regarding tariffs [11].

Group 1 - The U.S. Treasury Secretary, Becerra, stated that a decision on Trump's Federal Reserve Chair nominee will be known in the fall [1]