目前尚不清楚特朗普是否会继续任命高级官员身兼多职，美国政府内多个高级经济职位目前空缺或缺乏 常任领导。 国家经济委员会负责白宫所有经济议题，包括税收、医疗和能源，并在联邦政府范围内充当这些政策的 关键协调者。但在特朗普第二任期内，该机构作用有所减弱，较前几任总统时期更少参与政策制定。哈 塞特主要充当特朗普政策的倡导者角色，频繁发表公开演讲并上电视节目。 周四，据媒体援引知情人士消息，特朗普政府的助手和盟友正在讨论让财长贝森特同时领导白宫国家经 济委员会，如果特朗普决定任命哈塞特（Kevin Hassett）为下任美联储主席，这一安排将使贝森特成为 特朗普经济政策的唯一主导者。 知情人士称，让贝森特领导国家经济委员会将允许他整合特朗普政府的经济政策监督权。目前担任国家 经济委员会主任的哈塞特，近期被特朗普暗示将成为美联储下任主席，但最终的人事变动尚未敲定。 如果该方案落地，贝森特将成为本届政府经济政策组合的首席仲裁者，其职权范围将横跨财政部和白 宫。这也将为他在白宫西翼提供办公室，使其在物理距离上更接近总统。 白宫官员表示，在总统正式宣布前，任何人事变动都应视为猜测。 特朗普政府"一人多职"成惯例 在特朗普政府 ...

Group 1 - The U.S. Treasury Secretary Scott Bessenet stated that the Trump administration will be able to implement its tariff agenda regardless of the outcome of the Supreme Court case [2][7] - Bessenet emphasized the broad powers granted to the president over import tariffs under various provisions of the Trade Act of 1962, specifically citing Sections 301, 232, and 122 [2][7] - He confirmed that the measures would be permanently implemented, noting that while Section 122 allows for a maximum duration of 150 days, Sections 301 and 232 do not have clear time limits [3][7] Group 2 - Bessenet expressed confidence in the likelihood of a favorable outcome for the U.S. in the Supreme Court case [4][7] - When asked about the nomination of the next Federal Reserve Chair, Bessenet avoided the question and highlighted the limited influence of the Chair on interest rates, mentioning that decisions are made by a committee [4][8] - Reports suggest that Kevin Hassett, the Director of the National Economic Council, is a leading candidate for the position of Federal Reserve Chair [8]

Group 1 - The Trump administration is expected to announce a new Federal Reserve chairman early next year, with strong indications that Hassett will be the successor. The administration has canceled a series of interviews originally scheduled for this week to select the next chairman [1][3] - The Trump administration plans to expand the travel ban to approximately 30 countries and has announced a suspension of immigration applications from 19 restricted countries, indicating a tightening of immigration policies [2][4] - The Trump administration is proposing to significantly reduce the fuel economy standards established during the Biden administration, aiming to promote fuel vehicle sales. This announcement is expected to be made at a White House event attended by executives from the three major U.S. automakers [2][4] Group 2 - The Trump administration has threatened to suspend SNAP funding if Democratic-controlled states fail to submit required information on SNAP users by the next week [2][4] - A new savings plan called the "Trump Account," aimed at helping American children build wealth, is set to open on July 4, 2026 [2][4]

Core Viewpoint - Trump's cancellation of the scheduled interviews for the Federal Reserve Chair candidates indicates that the selection for this key position is effectively finalized, with Kevin Hassett being the likely choice [1][2]. Group 1: Candidate Selection Process - Trump has signaled that Hassett is the frontrunner for the Federal Reserve Chair position, as he stated he knows who he wants to select and referred to Hassett as a "potential Fed Chair" during a public event [1][2]. - The initial candidate pool was narrowed from 11 to 5 by Treasury Secretary Mnuchin, but Trump has shown disinterest in continuing the interview process, effectively bypassing the established selection protocol [2]. - The White House claimed that no one knew the next Fed Chair candidate before the President's announcement, but Trump's public comments have undermined this assertion [2]. Group 2: Implications of the Appointment - The appointment of the new Fed Chair is considered one of Trump's most significant decisions for his second term, as the current Chair Powell's term ends in mid-May [3]. - The new Chair will face a divided decision-making environment, needing to balance risks of a slowing job market against persistent inflation risks, with pressures from Trump to lower interest rates [3]. - Trump's regret over appointing Powell, influenced by Mnuchin's recommendation, adds complexity to the selection process, as Treasury Secretary Mnuchin's past decisions may impact his current standing [3].

美国总统特朗普表示，他可能会在明年初宣布美联储主席人选，并补充说财政部长贝森特不想担任这个 职位。特朗普此前曾表示，他已决定选择谁出任主席，但不想公开透露人选。据媒体此前报道，长期担 任经济顾问的哈塞特被与特朗普关系密切的人士视为主要候选人。 ...

来源：滚动播报 特朗普在白宫会议上介绍哈塞特时表示，这位潜在的美联储主席人选就在现场。 ...

美国总统特朗普表示，他将于"明年初"宣布美联储主席人选。 特朗普在白宫一次内阁会议上说："我们可能会在明年初宣布美联储新任主席的人选。" 特朗普再次批评现任美联储主席杰罗姆·鲍威尔不降息。 新浪合作大平台期货开户 安全快捷有保障 美国总统特朗普表示，他将于"明年初"宣布美联储主席人选。 特朗普在白宫一次内阁会议上说："我们可能会在明年初宣布美联储新任主席的人选。" 特朗普再次批评现任美联储主席杰罗姆·鲍威尔不降息。 新浪合作大平台期货开户 安全快捷有保障 责任编辑：丁文武 责任编辑：丁文武 ...

Group 1 - President Trump has decided on the next Federal Reserve Chairman, expressing a desire for the nominee to implement interest rate cuts [2] - Trump has criticized current Chairman Jerome Powell for not lowering rates quickly enough and is looking for a more aggressive approach to rate cuts [2] - Kevin Hassett, the White House National Economic Council Director, is seen as a potential candidate who aligns with Trump's views on aggressive rate cuts [2] Group 2 - Other potential candidates include Federal Reserve Governors Christopher Waller and Michelle Bowman, former Fed Governor Kevin Warsh, and Rick Rieder from BlackRock [2] - The nominee will need Senate confirmation, and if an outsider is chosen, they may also require confirmation for a 14-year term starting next February [3] - Powell's current term as Chairman will end in May next year [3]

2025 年 12 月 02 日 锌：供应减产，震荡偏强 季先飞 投资咨询从业资格号：Z0012691 jixianfei@gtht.com 王宗源（联系人） 期货从业资格号：F03142619 wangzongyuan@gtht.com 【基本面跟踪】 | | 昨日值 | 较前日变动/涨跌幅 | | 昨日值 | 较前日变动/涨跌幅 | | --- | --- | --- | --- | --- | --- | | 沪锌主力收盘价 | 22590 | 0.74% | 伦锌 3M 电子盘收 | 3051 | 0.96% | | （元/吨） | | | 盘（美元/吨） | | | | 沪锌主力成交量 | 128295 | 34139 | 伦锌成交量（手） | 9061 | 669 | | （手） | | | | | | | 沪锌主力持仓量 | 105756 | 4214 | 伦锌持仓量（手） | 218095 | -1636 | | （手） | | | | | | | 上海 0# 锌升贴水 | 20 | -30 | LME CASH-3M 升 | 224.43 | 58.99 | | （元/吨） | | | 贴水 ...

Core Insights - The cryptocurrency market experienced a significant downturn, with Bitcoin dropping below $87,000 and Ethereum falling below $2,900, leading to a liquidation of over $5 billion in contracts and affecting 177,200 traders [1][3]. Market Performance - Bitcoin's intraday drop exceeded 5%, while Ethereum also saw a decline of over 5% [1][3]. - As of the report, Bitcoin was down 4.22% at $87,100, and Ethereum was down 5.35% at $2,837 [3]. - The total liquidation in the cryptocurrency market reached $5.28 billion, with long positions accounting for $466 million and short positions for $61.75 million [3]. Market Sentiment - The recent sell-off in the cryptocurrency market is attributed to rumors regarding Federal Reserve Chairman Jerome Powell's potential resignation, although analysts suggest these rumors are likely false [1][3]. - The market is characterized by heightened risk aversion, with traders anticipating further declines, particularly watching the $80,000 support level for Bitcoin [3]. Federal Reserve Leadership Speculation - President Donald Trump announced he has decided on the next Federal Reserve Chairman, with speculation that his choice may aim to lower interest rates [4][5]. - Kevin Hassett, the White House National Economic Council Director, is considered a potential candidate to succeed Powell, although he has denied being a frontrunner [5][6]. - Trump's dissatisfaction with Powell has grown, and he seeks a chairman who will more aggressively pursue rate cuts [6].