Core Viewpoint - President Trump criticized the Federal Reserve's interest rate cuts as being too late and expressed his preference for certain candidates for future leadership positions within the Fed [2][3]. Group 1 - Trump highlighted Kevin Warsh as an outstanding candidate for the Federal Reserve, alongside Kevin Hassett, and mentioned considering two additional candidates for the role [2]. - He indicated that the vacancy left by Adriana Kugler could be an opportunity to select the next Federal Reserve Chair [2]. - Trump expressed his admiration for Treasury Secretary Mnuchin but noted that Mnuchin declined to be considered for the Fed Chair position [3]. Group 2 - Trump commented on the politicization of labor statistics, suggesting that the data may be influenced by political considerations [4].

美国白宫国家经济委员会主任哈塞特：（谈及下一任美联储主席人选事宜）美国总统特朗普正与财长贝 森特积极寻找人选。 ...

美国管理和预算局主任Vought：特朗普在物色一位对经济来说为时不晚的美联储主席。 ...

相信鲍威尔会做正确的事。 鲍威尔没有辞职压力。 鲍威尔的任期很快就会届满，相信他会做正确的事。 美国总统特朗普：将鲍威尔免职是一个重大行动，没必要发生。 我脑海中对下一任美联储主席的人选有一个名字，可能有三个人选。 ...

Global Asset Price Performance - Major global stock markets mostly rose, with the S&P 500, Dow Jones Industrial, and Nasdaq Composite increasing by 0.6%, 0.3%, and 1.5% respectively compared to last week [1] - In the bond market, the 10-year U.S. Treasury yield rose by 1 basis point, while the 10-year Japanese government bond yield increased by 2.6 basis points due to fiscal concerns [1] - Commodity prices saw a decline in gold and oil prices, while the U.S. dollar index appreciated by 0.6% against most currencies [1] Major Central Bank Monetary Policies - The next Federal Reserve chair candidate is under significant market scrutiny, especially after President Trump's comments about potentially firing Powell, which caused temporary market panic [3] - The selection process for the next Fed chair has begun, as stated by Treasury Secretary Mnuchin [3] - The European Central Bank (ECB) is considering pausing interest rate cuts in July despite complications from U.S. tariff threats [3] U.S. Economic Dynamics - U.S. inflation showed a slight rebound, with June CPI year-on-year growth rising to 2.7% and core CPI increasing to 2.9% [9] - Retail sales in June increased by 0.6% month-on-month, exceeding market expectations, driven mainly by a recovery in auto sales [9] - The July Beige Book indicated continued moderate growth in the U.S. economy, with consumer confidence slightly improving, although inflation expectations for the next year decreased by 0.6 percentage points to 4.4% [9] Other Regional Economic Dynamics - Germany's ZEW economic sentiment index rose to 52.7, the highest in over three years, driven by progress in U.S.-EU tariff negotiations and government investment plans [17] - Japan's core CPI year-on-year growth slightly slowed to 3.4% in June, influenced by gasoline subsidies and temporary electricity fee reductions, remaining above the Bank of Japan's 2% target for 39 consecutive months [18]

特朗普暗示：财长贝森特不是下任美联储主席的领先人选 很满意他当前的工作 智通财经7月16日电，下任美联储主席候选人遴选工作启动后，外界关注谁有望最终获得美国总统特朗 普的青睐。"他是人选之一，而且非常优秀。但他不是，因为我很满意他当前的工作，对吧？"当地时间 7月15日，当特朗普被问及美国财长贝森特是不是下任美联储主席人选时，他如此答道。当日，贝森特 接受媒体采访时表示，下一任美联储主席候选人的遴选工作已经启动，美联储内部和外部都有很多优秀 的候选人。贝森特参与了决策过程，但美联储主席的提名将由美国总统特朗普决定。 ...

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]