美国财政部长贝森特正宣扬特朗普政府挑选下一届美联储主席的"开放"流程，但专家表示，这一过程只 是官员们用来向美联储施压降息的"表演"。 本月早些时候，白宫公布了11名最终候选人名单，以接替任期将于明年5月结束的现任美联储主席鲍威 尔。此次遴选范围包括现任及前美联储官员，远超数月来传闻中特朗普"亲信"的短名单。扩大候选人范 围，可能让政府官员有机会私下向部分人传递"是时候降息"的信号。 数月来，特朗普及其高级顾问一直在向鲍威尔和美联储施压，要求降息。 贝森特称，这份潜在的鲍威尔继任者名单包含11名"非常优秀的候选人"。他表示，未来几周将与他们会 面，并筛选出最终名单提交给特朗普。"我期待以开放的心态与他们会面，"贝森特说。 数月来，传闻中的短名单包括前美联储理事凯文·沃什（Kevin Warsh）、特朗普经济顾问凯文·哈塞特 （Kevin Hassett）和美联储理事克里斯托弗·沃勒（Christopher Waller）。 扩大后的名单包含3名现任美联储官员：副主席米歇尔·鲍曼（Michelle Bowman）、副主席菲利普·杰斐 逊（Philip Jefferson），以及达拉斯联储主席洛里·洛根（Lori ...

欢迎来到"我是歌手"——额，不，我是美联储主席"的决赛现场，让我们先来认识一下11位参赛选 手…… 对于投资者而言，如果将过去几个月闹得沸沸扬扬的下任美联储主席遴选过程，比喻为一场热闹的"选 秀"活动，或许并不算夸张。从最初缩减至为数不多的四、五位热门候选人，到如今愈发庞大的11位候 选人名单，白宫在挑选鲍威尔继任者的问题上，可以说已几经折腾。 很显然，这出被白宫摆上在市场参与者面前进行直播的"选秀大戏"，似乎还不会很快结束！ 美国财政部长贝森特周二已最新表示，他将在9月1日劳动节前后开始会见11名有力候选人，以接替美联 储主席鲍威尔，目标是将名单缩减后提交给总统特朗普。 贝森特在接受采访时称，这些候选人是"一群令人难以置信的人才"，他期待以开放的心态与他们逐一会 面。"我会在劳动节前后与他们会面，然后开始缩减名单，以便提交给特朗普总统。" 显然，贝森特当前正试图大力宣传特朗普政府在遴选下一任美联储主席时采取的开放态度。 不过，对于美国政府的这一做法，不少业内专家却似乎看出了其背后蕴藏的更多深意和企图：这一程序 很可能不过是官员们用来向美联储理事会施压、迫使其降息的"表演"。 值得留意的是，目前的这份11位候 ...

据两名美国政府官员透露，美联储两位副主席鲍曼和杰斐逊以及达拉斯联储主席洛根正在考虑在明年美 联储主席一职空缺时出任该职位。负责遴选的财政部长贝森特说，他将在未来几周内面试更多的候选 人。官员说，特朗普预计将在今年秋天做出最后宣布。知情人士说，其他仍在考虑中的人选包括特朗普 经济顾问凯文·哈塞特、美联储理事沃勒、经济学家马克·萨默林以及前美联储官员凯文·沃什和詹姆斯·布 拉德。上周，特朗普提名白宫经济顾问委员会主席斯蒂芬·米兰填补美联储理事席位，官员们表示，由 于米兰的提名已提交参议院确认，特朗普团队认为没有必要急于寻找新主席。贝森特将面试所有主席候 选人，然后向总统推荐一份简短的候选人名单，以便与总统会面。（格隆汇） ...

这一表态呼应了特朗普政府对美联储职能范围的关切。 近年来，美联储在金融稳定、气候风险、银行监管等领域的角色不断扩大，引发了关于其是否偏离核心 货币政策职责的争议。 贝森特已为下一任美联储主席的遴选定下基调。 当地时间8月7日，美国财政部长贝森特在接受媒体专访时明确表示，新的美联储主席应当是"能够审视 整个组织"的人。他认为，美联储的使命已包含太多货币政策以外的事务，这已将其独立性置于风险之 中。 贝森特还表示，新主席必须"赢得市场信心，具备分析复杂经济数据的能力"，更重要的是要"专注于前 瞻性思维，而不是依赖历史数据"。 此次表态是贝森特针对美联储主席继任者资格给出的最清晰的公开论述。 针对美国总统特朗普持续公开呼吁美联储降息的现状，贝森特在采访中重申，"最终，美联储是独立 的"。 核心任务：重新审视并可能收缩美联储职能 贝森特传递出的一个明确信号是，下一任美联储主席的首要任务之一，可能是对该机构的庞杂职能进行 重新评估。 贝森特的表态暗示，新任主席可能需要重新界定美联储的职能边界，将重心回归传统的货币政策制定和 金融系统稳定维护。 决策范式："向前看"而非"向后看" 除了机构改革，贝森特还指出了未来美联储在 ...

据华尔街日报报道，美国总统特朗普的团队正在重新审视下一任美联储主席的人选名单，整个候选人名 单扩大至约10人。其中，前圣路易斯联储主席布拉德和前美国总统小布什的经济顾问Marc Sumerlin是 最近新加入候选名单的两位。 媒体援引消息人士称，美联储主席候选人包括：布拉德（James Bullard）、Marc Sumerlin、美国国家经 济委员会主任凯文·哈塞特（Kevin Hassett）、现任美联储理事沃勒（Christopher Waller）以及前美联储 理事凯文·沃什（Kevin Warsh）。 特朗普已指派美国财政部长斯科特·贝森特（Scott Bessent）主导这次遴选。贝森特将负责对所有候选人 进行初步面试，并向总统提交最终推荐名单，这些人选随后将与特朗普会面。特朗普表示，其它高级顾 问也将参与筛选过程。 贝森特目前已成为此次美联储主席遴选中的关键人物。特朗普曾考虑让贝森特出任美联储主席一职，但 贝森特于本周早些时候主动退出角逐。特朗普在接受CNBC采访时表示："我很喜欢斯科特，但他想留 在现在的位置。" 尽管特朗普本周早些时候还曾表示，已将人选缩小至包括沃什和哈塞特在内的三位"热门人 ...

Core Viewpoint - The article discusses the potential dismissal of Federal Reserve Chairman Jerome Powell amid pressure from former President Trump and the ongoing selection process for his successor [2][4][7]. Group 1: Dismissal Speculation - Republican Congresswoman Anna Paulina claimed on social media that Jerome Powell is "about to be fired" [2]. - This speculation arises during a critical period for the Federal Reserve as it faces key decisions regarding interest rate cuts, with Trump advocating for significant reductions to stimulate the economy [4][6]. Group 2: Successor Selection Process - Reports indicate that the Trump administration has initiated the selection process for a new Federal Reserve Chairman, with Kevin Hassett emerging as the leading candidate [7][10]. - Hassett has expressed his willingness to take on the role, and the selection process is described as a competitive environment, likened to a "White House version of The Apprentice" [8][10]. Group 3: Hassett's Alignment with Trump - Kevin Hassett, traditionally viewed as a right-wing economist, has aligned closely with Trump's policies over the past decade, contrasting with previous economic advisors [11]. - His public support for Trump's trade, tax, and monetary policies raises questions about the independence required for the Federal Reserve Chairman position [12].

Core Viewpoint - US Treasury Secretary Scott Bessent questions the Federal Reserve's judgment on interest rates, suggesting that the current two-year Treasury yield indicates that the benchmark rate is too high [1] Group 1: Federal Reserve's Interest Rate Policy - Bessent believes that the Federal Open Market Committee (FOMC) has deviated in its judgment regarding interest rates [1] - The current target range for the Federal Funds rate is 4.25% to 4.5%, while the two-year Treasury yield is approximately 3.76% [1] - Bessent indicates that if the Fed does not lower rates soon, the potential cut in September could be larger [1][2] Group 2: Future Leadership of the Federal Reserve - Bessent did not directly respond to calls for Fed Chair Jerome Powell's resignation but emphasized the need for the Fed to control spending like others [3] - There are strong candidates being considered for Powell's successor, with speculation that Trump may announce a replacement before September or October [3] - Potential candidates include former Fed Governor Kevin Warsh, NEC Director Larry Kudlow, and Bessent himself, among others [3] Group 3: Rate Expectations and Debt Issuance - Bessent suggests that the Fed officials' rate expectations may be influenced by their appointment backgrounds, noting significant differences in the dot plot between Trump-appointed and non-Trump-appointed members [4] - The Treasury Department plans to significantly increase short-term debt issuance to replenish cash reserves following the increase in the federal debt ceiling [5] - Bessent mentions that the debt management process is systematic and orderly, but they will consider the current interest rate environment in future debt issuance strategies [5][6]

Core Viewpoint - The U.S. Treasury Secretary, Mnuchin, announced that the selection process for the new Federal Reserve Chairman will begin in the fall, with several strong candidates being considered [1] Group 1: Selection Process - The selection process for the next Federal Reserve Chairman will start in the fall [1] - President Trump is contemplating an early nomination to weaken the current Chairman Powell's influence, with Powell's term still having 11 months remaining [1] - Trump may announce the successor by September or October, with potential for an earlier announcement due to his dissatisfaction with Powell [1] Group 2: Potential Candidates - Candidates under consideration include former Fed Governor Kevin Warsh and White House National Economic Council Director Kevin Hassett [1] - Treasury Secretary Mnuchin has also been suggested as a potential candidate [1] - Other competitors include former World Bank President David Malpass and Fed Governor Christopher Waller [1]