全球最大债券管理公司品浩(Pimco)的一位策略师表示，特朗普在选择下一任美联储主席时很可能会遵 循传统做法。Pimco全球固定收益首席投资官Andrew Balls表示，传闻中的人选"看起来都是非常合适的 候选人"。 ...

Core Viewpoint - President Trump expressed that while Kevin Warsh is talented, he may not be the next Federal Reserve Chairman [1] Group 1 - Trump acknowledges Warsh's capabilities but suggests uncertainty regarding his appointment [1]

Core Viewpoint - The White House has stated that President Trump will not make a decision on the successor to Federal Reserve Chairman Jerome Powell in the near future, despite previous reports suggesting a potential selection by summer [1] Group 1 - The White House official indicated that the President has several strong candidates available for nomination [1] - Powell's term as Chairman is set to end in May 2026, making an early selection of a successor relatively uncommon [1]

Core Viewpoint - President Trump has indicated that he has 3-4 candidates in mind for the next Federal Reserve Chair position, as current Chair Jerome Powell is attending a Senate hearing related to the semiannual monetary policy report, with his term set to expire in mid-2026 [1] Group 1 - President Trump is considering multiple candidates for the Federal Reserve Chair position [1] - Jerome Powell is currently serving as the Federal Reserve Chair and is participating in a Senate hearing [1] - Powell's term is scheduled to end in mid-2026 [1]

下一任美联储主席人选备受关注。 美国前财政部长萨默斯在最新一期的彭博社《华尔街周刊》中表示，尽管美国总统特朗普持续抨击美联储主席 鲍威尔迟迟没有降息，但他预计特朗普仍将任命一位"主流候选人"来接替鲍威尔。 美东时间6月20日，特朗普再次抨击鲍威尔为"笨蛋"（numbskull），认为基准利率应该至少降低2个百分点。 对此，萨默斯认为，特朗普频繁抨击鲍威尔可能更多是为推卸经济衰退的责任，而非试图直接影响美联储的政 策。 据美媒梳理报道，当前美联储下一任主席的潜在候选人包括，前美联储理事凯文·沃什、贝森特、美国国家经 济委员会主任凯文·哈塞特及美联储理事克里斯托弗·沃勒。 从历史上看，美国总统通常会在现任美联储主席任期结束前3—6个月宣布下一任美联储主席的提名人选，以减 少对市场不必要的波动与影响。 美东时间6月20日，特朗普对鲍威尔的抨击进一步升级，称其为"榆木脑袋" "太迟先生"，甚至扬言可能、只是 可能要改变主意炒掉鲍威尔。特朗普再次敦促美联储降息，基准利率应该至少降低2个百分点。 特朗普还表示，目前美国"几乎没有通胀"，经济表现良好。他称，若鲍威尔确实担心通胀或其他风险，应 该"现在降息"，若未来情况有变 ...

Core Viewpoint - The article discusses the potential appointment of a "shadow chairman" by Trump to oversee the Federal Reserve, reflecting tensions between the White House and the central bank regarding monetary policy and interest rates [1][2]. Group 1: Federal Reserve's Monetary Policy - Current inflation slowdown and a weakening labor market are typically sufficient reasons for interest rate cuts, but the Federal Reserve remains cautious due to ongoing inflation concerns [1]. - Trump's potential appointment of a "shadow chairman" aims to influence the Federal Reserve's decisions without directly attempting to dismiss Powell [1]. - The Federal Open Market Committee (FOMC) requires seven votes for policy changes, making it challenging to find support for aggressive rate cuts among current members [1]. Group 2: Candidates for Federal Reserve Chair - The list of potential candidates for the Federal Reserve chair has narrowed, with Trump expected to announce his preferences soon [3]. - Key candidates include Kevin Warsh, Christopher Waller, Scott Bessent, and Kevin Hassett, each with varying degrees of favorability towards aggressive rate cuts [3][5]. - Paul Tudor Jones suggests that Trump will likely choose a highly dovish candidate to reduce interest costs amid rising budget deficits [3]. Group 3: Economic Context - The U.S. budget deficit is projected to reach $2 trillion by 2025, exceeding 6% of GDP, with debt financing costs estimated at $1.2 trillion this year [4]. - Lowering interest rates is seen as a straightforward method for the Trump administration to alleviate some of the financial burdens associated with high debt servicing costs [4]. Group 4: Candidate Evaluations - Each potential candidate has strengths and weaknesses; for instance, Warsh is known for his independence but leans hawkish on inflation [5][6]. - Bessent is gaining popularity due to his market credibility but lacks monetary policy experience and may be viewed as too close to the Trump administration [5]. - Waller's recent comments on potential rate cuts may endear him to Trump, but his past support for rate cuts before elections could be a liability [6].

Group 1 - The core viewpoint of the articles revolves around the speculation regarding the potential successor to Federal Reserve Chairman Jerome Powell, with U.S. Treasury Secretary Mnuchin being mentioned as a candidate [1][3] - President Trump has criticized Powell and is urging the Federal Reserve to lower interest rates, indicating that a decision on the next Fed chair will be announced soon [1][3] - Mnuchin's role as Treasury Secretary is significant in the selection process for the next Fed chair, although it remains unclear if he will participate in the process when Trump makes a decision [3] Group 2 - The articles highlight that Trump has previously interviewed Kevin Walsh for the Treasury position, and Walsh is also considered a strong candidate for the Fed chair position [1][3] - Trump has expressed dissatisfaction with Powell's conservative approach to interest rate cuts, recently urging a reduction of "a full percentage point" [3] - Powell's current term as Fed chair is set to end in May 2026, which adds urgency to the discussions surrounding his potential successor [3]

消息人士：鲍威尔的美联储主席任期即将于2026年届满。美国财长贝森特被视作下一任美联储主席的人 选之一。下一任美联储主席人选的正式面谈程序尚未启动。 ...

鲍威尔的任期即将于2026年届满。 据知情人士透露，美国财长贝森特被视作下一任美联储主席的人选之一。 下一任美联储主席人选的正式面谈程序尚未启动。（彭博） ...

Group 1 - The next Federal Reserve Chairman candidate announcement is imminent, with former Fed Governor Kevin Walsh being a popular choice according to President Trump [1] - Jerome Powell was nominated as Fed Chairman during Trump's first term and has been reappointed under President Biden, serving until May 2026 [6] - Trump has criticized Powell multiple times this year and has threatened to dismiss him, although Powell asserts that Trump lacks the legal authority to do so [6] Group 2 - Trump's early release of information regarding the next Fed Chairman is seen as a pressure tactic rather than a formal announcement [6] - The Federal Reserve operates independently from the government, and historically, presidents have not intervened in its monetary policy [6] - Trump's interference in Fed policy could undermine the accuracy and credibility of monetary policy and the dollar, as it may weaken the Fed's goals of price stability and employment [7]