特朗普总统已明确美联储下任主席人选，但目前仍拒绝透露具体姓名。预测市场已形成明确倾向，而头 号热门人选也始终保持低调回避态度。 尽管未来几周内这一悬念有望揭晓，但更不确定的是，这位新央行掌门将在美国经济可能面临的十字路 口，遭遇何种复杂的政策环境。 白宫国家经济委员会主任凯文·哈塞特被外界视为头号热门人选。上周有报道对五位候选人的胜算进行 了分析，哈塞特的优势显著。现任美联储主席杰罗姆·鲍威尔的任期将于明年5月结束，此次遴选正是为 了确定其继任者。 当地时间周日，特朗普在"空军一号"上向记者表示："我已经知道要选谁了，没错，我们很快就会宣 布。"当被问及哈塞特是否为候选人时，他微笑着补充道："我不告诉你，等着官宣就好。" 这位热门候选人本人也在周末的电视访谈节目中频繁亮相，但均回避了关于其参选前景的问题。除哈塞 特外，候选名单还包括现任美联储理事克里斯托弗·沃勒、米歇尔·鲍曼，前美联储理事凯文·沃什，以及 贝莱德固定收益部门负责人里克·里德。 哈塞特周日在节目中表示："能与一众优秀候选人共同入围，我感到非常荣幸。"他还指出，市场对其成 为热门人选的报道反应积极，并称"美国人可以期待特朗普总统会选出一位能为他们 ...

据 WSJ，美联储主席遴选虽仍在进行，但特朗普已几乎锁定长期顾问、现任国家经济委员会主任凯文· 哈塞特（Kevin Hassett）。消息人士称，哈塞特凭借对特朗普的高度忠诚与市场认可度，在最终五人候 选中明显领先。哈塞特今年与特朗普一起多次猛烈攻击美联储，指责其"党派化""降息不够快"。美联储 主席鲍威尔将于明年 5 月卸任。 （来源：吴说） 来源：市场资讯 ...

上周，当哈塞特成为热门人选的消息传出后，长期利率出现下降，这被视为他能够获得市场信任的证据。哈塞特本人周日在CBS节目中表示，这一市场 反应证明他能够在不牺牲通胀可信度的情况下实现特朗普要求的降息目标。 忠诚度成为决定性因素 Timiraos表示，哈塞特因与总统的密切关系而占据优势，这是其他竞争者无法比拟的。他曾在2017年至2019年担任白宫经济顾问委员会主席，2020年 新冠疫情爆发后短暂回归担任高级顾问，今年1月特朗普重返白宫后出任国家经济委员会主任。 周二，据有"新美联储通讯社"之称的《华尔街日报》记者Nick Timiraos报道，尽管美联储主席候选人面试仍在进行中，但特朗普总统似乎已倾向于选择 长期顾问哈塞特（Kevin Hassett）担任这一职位。此次任命可能成为特朗普第二任期最重要的人事决策。 Timiraos表示，特朗普周日告诉记者"我知道我要选谁"，当被问及是否是哈塞特时，他只是笑而不语。白宫国家经济委员会主任哈塞特满足了总统的两 个关键标准：忠诚度，以及在市场中的公信力。 Timiraos表示，特朗普周日告诉记者"我知道我要选谁"，当被问及是否是哈塞特时，他只是笑而不语。白宫国家经济委 ...

Core Viewpoint - The article discusses the internal decision-making process regarding the nomination of Kevin Hassett as the next Chairman of the Federal Reserve, indicating that President Trump has a strong preference for Hassett due to his loyalty and credibility in the market [2][5][12]. Selection Process - The selection process for the Federal Reserve Chairman has been ongoing, with Treasury Secretary Mnuchin narrowing down the candidates from 11 to 5, including Hassett, Warsh, Waller, Bowman, and Rieder [9]. - Hassett has expressed his desire for the position and believes he is the best candidate [8]. - The final candidates are set to meet with Vice President Vance and other White House staff, with an announcement expected before Christmas [11]. Candidate Qualifications - Hassett's close relationship with President Trump gives him an advantage over other candidates, as he has served in various economic advisory roles since 2017 [7]. - He is a PhD economist with a history of publishing papers and has previously worked at the Federal Reserve, which adds to his qualifications [13]. Market Reaction - Following the news of Hassett being a leading candidate, long-term interest rates have declined, suggesting market trust in his potential leadership [5]. Controversies and Challenges - Despite his qualifications, there are concerns among some former colleagues regarding Hassett's temperament for the role and his willingness to challenge Trump when necessary [13]. - Hassett has previously defended the independence of the Federal Reserve but has recently criticized it alongside Trump, which has raised eyebrows among policymakers [14]. Current Economic Context - The Federal Reserve has recently lowered interest rates, but some officials remain cautious about further cuts due to concerns about a weak labor market and persistent inflation [15].

哈塞特周日在一场节目中表态称，若特朗普选定他担任美联储主席，他将欣然接受这一任命。 而在另一档节目中，哈塞特拒绝回应自己是否是美联储主席继任者的领跑者，称相关报道只是 "传 闻"。同时他提到，市场对 "特朗普接近敲定人选" 的消息反应积极，还表示美国民众可以期待特朗普选 出能带来更低贷款利率的美联储主席。 负责美联储主席遴选的美国财政部长斯科特·贝森特上周表示，特朗普可能会在12月25日圣诞节假期前 宣布他的提名人选。 鲍威尔将于12月1日辞职？ 12月1日，美国总统特朗普周日最新表示，他已确定美联储下任主席的人选，并将很快公布这一决定。 但在接受记者采访时，特朗普拒绝证实鲍威尔的继任者是预测市场最看好的凯文·哈塞特，后者目前担 任美国国家经济委员会主任。 与哈塞特一同入围最终候选名单的还有美联储理事克里斯托弗·沃勒和米歇尔·鲍曼、前美联储理事凯文· 沃什以及贝莱德集团固定收益部门主管里克·里德。 据市场预测平台Kalshi上的投注数据，目前哈塞特获得提名的概率为58%，较上周二的不足 40%大幅上 升。 这一概率断崖式领先其他美联储主席候选人。目前，美联储理事克里斯托弗·沃勒获得提名的概率为 12%，前美联 ...

这一概率断崖式领先其他美联储主席候选人。目前，美联储理事克里斯托弗·沃勒获得提名的概率为12%，前美联储理事凯文·沃什的概率为 11%。 哈塞特周日在一场节目中表态称， 若特朗普选定他担任美联储主席，他将欣然接受这一任命 。 而在另一档节目中，哈塞特拒绝回应自己是否是美联储主席继任者的领跑者，称相关报道只是 "传闻"。同时他提到，市场对 "特朗普接近 敲定人选" 的消息反应积极，还表示美国民众可以期待特朗普选出能带来更低贷款利率的美联储主席。 负责美联储主席遴选的美国财政部长斯科特·贝森特上周表示，特朗普可能会在12月25日圣诞节假期前宣布他的提名人选。 美国总统特朗普周日最新表示， 他已确定美联储下任主席的人选，并将很快公布这一决定 。 但在接受记者采访时，特朗普拒绝证实鲍威尔的继任者是预测市场最看好的凯文·哈塞特，后者目前担任美国国家经济委员会主任。 与哈塞特一同入围最终候选名单的还有美联储理事克里斯托弗·沃勒和米歇尔·鲍曼、前美联储理事凯文·沃什以及贝莱德集团固定收益部门 主管里克·里德。 据市场预测平台Kalshi上的投注数据，目前哈塞特获得提名的概率为58%，较上周二的不足 40%大幅上升。 不过该 ...

Group 1 - The selection process for the next Federal Reserve Chairman has entered its final stages, with Kevin Hassett being the favored candidate [1] - The new chairman announcement may come before Christmas, as stated by Treasury Secretary Mnuchin [1] - The current tension between Trump and the Federal Reserve is highlighted by Trump's criticism of Chairman Powell for not lowering interest rates promptly [1] - Hassett's alignment with Trump's policy stance suggests a potential for more aggressive interest rate cuts, as he has publicly stated he would lower rates immediately if in charge [1] - The final candidates for the position include Hassett, Walsh, Waller, Bowman, and Reed, who will meet with the White House core team and require Senate confirmation [1] Group 2 - The Federal Reserve has already cut interest rates twice this fall, but there is increasing internal disagreement regarding inflation and employment outlook, leading to uncertainty about further cuts in December [2] - Powell's term as Chairman will end in May 2026, and new vacancies may arise within the Federal Reserve in the coming year [2]

Core Viewpoint - The competition for the next Federal Reserve Chair has intensified, with five strong candidates identified, including close associates of Trump and a prominent critic of the Fed [1][2]. Candidate Analysis - **Kevin Hassett**: As the Director of the National Economic Council, he has a close relationship with Trump and emphasizes the importance of Fed independence and sound monetary policy. He criticizes the Fed for misjudging inflation during the pandemic and supports a significant rate cut in December [2][3]. - **Chris Waller**: Currently a Fed board member, he has called for rate cuts and is concerned about a weak job market. He believes inflation is nearing the Fed's 2% target when excluding tariff impacts [4][5]. - **Michelle Bowman**: Another current Fed member, she is worried about the job market's fragility and supports rate cuts. She has proposed regulatory changes to focus on significant financial risks [5][6]. - **Kevin Warsh**: A former Fed governor, he has been critical of the Fed's recent decisions and believes it should abandon its inflation predictions. He argues that inflation is driven by excessive government spending [7][8][9]. - **Rick Rieder**: As BlackRock's fixed income chief, he manages $2.4 trillion in assets and supports a rate cut in December, citing concerns about the labor market [10]. Potential Candidates - **Steven Mnuchin**: Although he has expressed disinterest in the Fed Chair position, he remains a top candidate due to his close ties with Trump [11]. - **Trump's Preference**: The president is likely to choose a candidate who aligns with his low-rate philosophy, which could lead to a more dovish Fed [11][12].

Core Viewpoint - The White House's National Economic Council Director Kevin Hassett is the leading candidate for the next Federal Reserve Chair, aligning with Trump's stance on interest rate cuts [1] Group 1: Candidate Selection - Treasury Secretary Scott Bessent is leading the selection process for the next Federal Reserve Chair [1] - The candidate pool has been narrowed down to five individuals: Kevin Hassett, Kevin Warsh, Christopher Waller, Michelle Bowman, and Rick Rieder from BlackRock [1] Group 2: Candidate Background - Kevin Hassett has previously served as an advisor to Coinbase Global Inc. and holds at least $1 million in shares of the company [1]

Core Viewpoint - The article discusses the potential candidates for the next Chair of the Federal Reserve, as indicated by President Trump, who has expressed dissatisfaction with the current Chair, Jerome Powell, and is considering new candidates for the position [3][6]. Candidate Selection Process - The candidate list for the Federal Reserve Chair has been narrowed down from 11 to 5 individuals, with interviews ongoing. The final decision is expected to be made before Christmas [5][10]. - Current candidates include Christopher Waller, Michelle Bowman, Kevin Warsh, and Kevin Hassett, with Hassett being viewed as the frontrunner with a 47% probability of being appointed [7][9]. Criticism of Current Policies - Candidates have publicly criticized the current Federal Reserve policies, with Kevin Warsh stating that the Fed is hindering stronger economic growth and calling for a reduction in the balance sheet and interest rates [9]. - Hassett also echoed similar sentiments, suggesting that the Fed has made several policy mistakes and should return to an independent, data-driven approach [9].