Core Viewpoint - Trump has a series of qualified candidates for the position of Federal Reserve Chairman [1] Group 1 - The statement indicates that there are multiple candidates being considered for the Federal Reserve Chairman role [1]

Group 1 - The core viewpoint of the article is that the White House National Economic Council Director, Hassett, has indicated that the President has a strong pool of candidates for the Federal Reserve Chair position [1] Group 2 - Hassett's statement suggests confidence in the selection process for the Federal Reserve leadership, which could impact monetary policy direction [1] - The mention of "outstanding candidates" implies a focus on qualifications and experience, potentially signaling a shift in economic strategy [1] - The article does not provide specific names or details about the candidates, leaving the market to speculate on potential nominees [1]

Group 1 - The core viewpoint of the articles revolves around the changing dynamics in the selection of the next Federal Reserve Chair, with Kevin Walsh emerging as the leading candidate over Kevin Hassett, amidst discussions on the Fed's independence and future policy direction [1][2][3]. - The candidate pool for the new Fed Chair has been narrowed from 11 to 5, including Hassett, Walsh, current Fed governors Waller and Bowman, and BlackRock executive Rick Reed, with a final decision expected in early January [2]. - Trump's preference for Walsh, who supports significant interest rate cuts, has shifted market expectations, with Walsh's nomination probability rising to approximately 47% while Hassett's has dropped to around 41% [3]. Group 2 - Walsh is characterized as a "hawkish reformer," advocating for a return to the Fed's core mission of price stability and a significant reduction of its balance sheet, arguing that current inflation is a result of past monetary policy mismanagement [4]. - The independence of the Federal Reserve is under scrutiny, with Trump expressing a desire for the next Chair to consult him on interest rate decisions, raising concerns about the potential political influence on monetary policy [5]. - The Fed's recent announcement of a $40 billion monthly bond purchase plan has led to revised debt issuance forecasts, indicating a commitment to support Treasury financing, which may further blur the lines between monetary and fiscal policy [6]. Group 3 - Recent inflation data has led to increased expectations for interest rate cuts in the coming year, with the CPI showing a lower-than-expected increase, suggesting a potential easing of monetary policy [7]. - Waller, a current Fed policymaker, has indicated that there is still room for rate cuts, emphasizing a gradual approach to policy adjustments while acknowledging the current economic landscape [8]. - Market sentiment is leaning towards a dovish outlook for the Fed's future actions, with analysts predicting potential rate cuts in 2026, reflecting ongoing concerns about the labor market and inflation dynamics [9].

风险提示及免责条款 据报道，两位高级政府官员透露，美联储理事沃勒在与特朗普的主席职位面试中表现"出色"。美联储主 席候选名单已缩小至四人：Kevin Hassett、Kevin Warsh、Waller，以及贝莱德的Rick Rieder，后者将在 年底最后一周接受面试。 市场有风险，投资需谨慎。本文不构成个人投资建议，也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何 意见、观点或结论是否符合其特定状况。据此投资，责任自负。 ...

Group 1 - Trump has listed Walsh and Hassett as the most promising candidates for the Federal Reserve Chair position [1] - Oracle's completion date for certain data centers built for OpenAI has been delayed to 2028 [5] - Federal Reserve officials are engaged in a debate over whether interest rate cuts could jeopardize anti-inflation credibility [6] Group 2 - Bank of America predicts that U.S. money market rates will not return to normal until December 2026 [7] - Some U.S. states plan to sue Trump over the exorbitant H-1B visa application fees [8] - The Trump administration is considering mobilizing private companies to participate in foreign cyberattacks [9]

Group 1 - President Trump has named Kevin Hassett and Kevin Walsh as his top candidates for the Federal Reserve Chair position, indicating a preference for collaboration on interest rate decisions [1][2] - Trump suggested that Walsh's ranking among candidates has improved, while Hassett was previously seen as the frontrunner [1][2] - Trump emphasized that both candidates are excellent and mentioned the possibility of other outstanding candidates [1][2] Group 2 - Trump reiterated his call for significant interest rate cuts, stating that rates should be lowered to 1% or even lower [3] - He believes that the next Federal Reserve Chair should consult him on interest rate matters, which would challenge the traditional independence of the Federal Reserve [1][2]

来源：滚动播报 白宫国家经济委员会主任哈塞特：很荣幸能入选美联储主席候选人名单。 ...

美联储现任主席鲍威尔将于2026年5月结束任期。今年1月第二次出任美国总统以来，特朗普一直敦促美 联储降息，希望借此提振经济，降低政府借贷成本。因对美联储未能积极降息不满，特朗普多次要求鲍 威尔辞职。（卜晓明） 不愿公开姓名的知情人士说，若选择哈西特，意味着特朗普把一名他熟知并信任的亲密盟友安插进美联 储。其中一些知情人士称，哈西特被视为能将特朗普所主张降息政策带入美联储的人。 （文章来源：新华社） 新华财经北京11月27日电美国彭博新闻社26日援引知情人士说法报道，在美国总统特朗普及其顾问和盟 友眼中，白宫国家经济委员会主任凯文·哈西特是美国联邦储备委员会下任主席头号候选人。 哈西特先前接受福克斯新闻台采访时说，如果受邀担任美联储主席，他会说"愿意"。"但你知道，我们 拭目以待，还有许多优秀的候选人。" 不过，知情人士同样指出，特朗普以人事和决策风格出人意料著称，这意味相关提名人选在正式公布前 仍有变数。白宫新闻秘书卡罗琳·莱维特在声明中说："没人真正知道特朗普总统会做什么，直到他付诸 行动。敬请关注！" ...

Core Viewpoint - The list of candidates for the next Federal Reserve Chair has been narrowed down to five individuals, indicating a significant step in the selection process [1] Group 1: Candidate Details - The five candidates for the next Federal Reserve Chair include former Fed Governor Kevin Warsh, National Economic Council Director Kevin Hassett, current Fed Governor Christopher Waller, another Fed Governor Michelle Bowman, and BlackRock's Chief Investment Officer for Fixed Income Rick Rieder [1]

Core Insights - Trump's shortlist for the Federal Reserve chair has been narrowed down to five candidates [1] Group 1 - The reduction in the candidate list indicates a more focused approach in selecting the next Federal Reserve chair [1]