Group 1 - Jamie Dimon, CEO of JPMorgan Chase, supports Kevin Warsh for the next Federal Reserve Chair position [1] - President Trump favors either Warsh or Kevin Hassett to lead the Federal Reserve next year [1] - Dimon indicated that Hassett is more likely to be the candidate for a rate cut in the short term [1] Group 2 - Trump has criticized the Federal Reserve and its current Chair Jerome Powell for not implementing significant rate cuts [1] - The Federal Reserve recently lowered interest rates by 0.25 percentage points [1]

特朗普：将在未来几周就美联储主席人选做出决定。 来源：滚动播报 ...

特朗普在采访中证实了这一消息。"他认为必须降息，"特朗普谈及沃什时表示，"我交谈过的所有人也 都这么认为。" 据报道，特朗普总统表示，他倾向于选择前美联储理事凯文・沃什或国家经济委员会主任凯文・哈塞 特，于明年执掌美联储。 周五在椭圆形办公室接受采访时，总统称沃什是他的首选。"是的，我认为他是。你知道有两位凯 文，"他说，"他们俩——我觉得这两位凯文都很出色。当然还有其他几位候选人也很优秀。" 近几周特朗普多次暗示已选定美联储主席人选后，哈塞特被愈发视为头号热门。但特朗普的最新表态显 示，沃什仍稳居竞争行列。 据知情人士透露，周三特朗普在白宫与沃什举行了45分钟会面，期间向沃什施压，询问若其当选美联储 主席，是否能保证支持降息。 近几周特朗普多次暗示已选定美联储主席人选后，哈塞特被愈发视为头号热门。但特朗普的最新表态显 示，沃什仍稳居竞争行列。 据知情人士透露，周三特朗普在白宫与沃什举行了45分钟会面，期间向沃什施压，询问若其当选美联储 主席，是否能保证支持降息。 特朗普称，他认为下一任美联储主席在制定利率政策时应征求他的意见。"现在通常不会这么做了，但 以前这是常规操作，理应如此，" 特朗普说，"这并不意味 ...

格隆汇12月10日｜据市场消息，美国总统特朗普将很快启动美联储主席的最后一轮面试，白宫经济顾问 凯文·哈塞特将与其他三位候选人角逐这一职位。这一消息传出后不久，特朗普也就美联储主席人选发 表了讲话。"我们会考虑几个不同的人选，但我已经非常清楚我想要谁了，"他周二在空军一号上表示。 这表明美联储主席的最终人选尚未"板上钉钉"，哈塞特最终能否拿下美联储主席一职仍存变数。 来源：格隆汇APP ...

当地时间12月9日，白宫国家经济委员会主任凯文·哈塞特表示，他认为美联储还有很大降息空间。"如 果经济数据显示我们可以这么做，比如现在这样，我认为利率有大幅下调空间，"哈塞特说。当被问到 这是否意味着超过25个基点时，他回答说："没错。" 与此同时，哈塞特表示自己与美联储主席杰罗姆·鲍威尔的关系"非常牢固"。鲍威尔的美联储主席任期 将于明年5月结束。哈塞特表示，在他担任现任职务期间，"几乎定期"与鲍威尔会面。 此前，特朗普称已就新任美联储主席提名人选做出决定。在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·哈塞特是下任美联储主席的头号候选人。 当被问及如果掌舵美联储，他将忠于特朗普还是自己的独立经济判断时，哈塞特说，"我会遵循自己的 判断"。他表示，美联储主席最重要的职责是关注经济数据，"避免卷入政治"。 ...

12月10日消息，据报道，美国总统特朗普本周将开始对美联储下任主席人选进行最终一轮面试。"我们 会考虑几个不同的人选，但我已经非常清楚我想要谁了，"特朗普说。此前，特朗普称已就新任美联储 主席提名人选做出决定。在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·哈塞特是下任 美联储主席的头号候选人。 ...

Group 1: Federal Reserve and Interest Rates - President Trump indicated that support for immediate significant interest rate cuts will be a decisive factor in selecting the next Federal Reserve Chair [1] - The market widely anticipates a 25 basis point rate cut from the Federal Reserve in the upcoming meeting [2] - Trump's stance suggests a desire for looser monetary policy to address voter dissatisfaction with high prices [1][2] Group 2: Tariff Adjustments and Price Control - Trump mentioned potential adjustments to tariff policies as a strategy to help lower some commodity prices, although he did not specify which goods would be affected [3] - He claimed that prices are generally declining, despite official data indicating a 3% increase in the Consumer Price Index over the past year [3] Group 3: Healthcare Subsidies and Economic Outlook - The expiration of enhanced Obamacare subsidies at the end of the year is expected to lead to a significant rise in health insurance premiums by 2026 [5] - Trump's optimistic assessment of the economy contrasts sharply with public sentiment, as nearly half of voters feel that the cost of living has reached its worst level [5] - Uncertainty surrounds the White House's intentions regarding the temporary extension of Obamacare subsidies, with Trump expressing indecision on the matter [4][5]

Core Viewpoint - The appointment process for the next Federal Reserve Chair is becoming increasingly complex, with concerns about potential political influence affecting monetary policy decisions [2][3]. Group 1: Appointment Dynamics - President Trump has indicated he has chosen a successor for Fed Chair Powell, with NEC Director Kevin Hassett being named as a potential frontrunner [3]. - Concerns have arisen among investors that Hassett may prioritize appeasing Trump over maintaining the Fed's independence in setting interest rates [3][4]. - The potential nomination of Hassett has led to a rise in the 10-year Treasury yield by 11 basis points, reflecting market anxiety [3]. Group 2: Market Reactions - Market participants are attempting to gauge the future Fed Chair's stance, whether dovish or hawkish, amidst uncertainty about how they will act once in position [5]. - If trust in the Fed's independence erodes, investors may demand higher returns on U.S. debt, which could inadvertently raise long-term interest rates [6]. Group 3: Structural Considerations - The Fed's decision-making structure, which includes multiple voting members, is designed to mitigate political influence, ensuring that the Chair cannot unilaterally dictate policy [6]. - The potential reshuffling of Trump's economic advisory team adds another layer of complexity to the appointment process, with implications for the NEC and CEA leadership [6][7]. Group 4: Legal and Political Challenges - The ongoing legal situation regarding Governor Lisa Cook's potential dismissal could significantly impact the composition of the Fed's board, raising questions about its political independence [8]. - If Cook loses her case, Trump could effectively shape the majority of the board, which may lead to concerns about the politicization of the Fed and its impact on inflation [9].

美国总统特朗普上周发出了迄今为止最强烈的暗示，表明他已选定美联储主席鲍威尔的继任者。投资者 对此表示担忧。 在对这十几位候选人进行了数月的猜测后，特朗普终于在上周表示，他知道谁将由他提名成为美国经济 中最有权势的人物。仅仅几天后，在一次内阁会议上，特朗普特别点名国家经济委员会（NEC）主任凯 文·哈塞特是"潜在的美联储主席"，并补充道，"我们被允许这么说吗？" 彭博11月25日的一篇报道称哈塞特是执掌美联储的"领跑者"，随后10年期美债收益率上涨了11个基点。 据英国《金融时报》援引知情人士的话称，债券投资者在上个月初告诉财政部，他们担心哈塞特会为了 安抚特朗普而极力推动大幅降低借贷成本。 但美联储利率制定委员会的结构有助于防范政治影响：美联储主席只是12名投票者中的一员，不能单方 面否决多数人的决定。 "会议桌上代表了各种观点和政策方针，然后每个人都有一票，"美联储理事会前顾问Bill English表 示。"设立委员会是有原因的，如果委员会不同意主席的意见，那么主席有可能输掉投票，虽然这种情 况在过去从未发生过。" 据该报道，财政部与"华尔街主要银行高管、资产管理巨头以及美国债务市场其他大玩家"进行的一对 ...

Group 1 - The core message indicates that Trump is testing market reactions by hinting at Kevin Hassett as a potential candidate for the Federal Reserve Chair, strategically timing the announcement near the close of the stock market to minimize impact while gauging responses [1] - Following the announcement, gold saw a slight rebound, while U.S. stocks initially rose but later retraced some gains, with the market giving Hassett a score of 61 [1] - The repeated mention of Hassett over two days suggests that Trump may have already made a decision, as Hassett is viewed as unconventional and more dovish, aligning with the White House's interests [1] Group 2 - The timing of the announcement may be linked to the upcoming Federal Reserve meeting, where a "hawkish rate cut" is anticipated, indicating a need to create positive market sentiment [1] - The market is advised to prepare for a more dovish and politically influenced Federal Reserve moving forward [1]