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。 ...

报 告 正 文 1.全球资产价格表现 全球主要股市多数上涨。 股市方面，本周全球主要股市多数上涨，美股三大指数均有所上涨，标普500、道琼斯工业、纳达克综指较上周分别上涨0.6%、 0.3%、1.5%。债市方面，本周主要国债收益率涨跌互现，10年期美债收益率较上周上行1bp；10年期日债收益率继续因财政担忧上升，较上周上行2.6bp。商 品方面，本周金价有所走低，油价有所下跌。汇率方面，多数货币相对美元小幅贬值，美元指数回升0.6% 。 | | | 2.主要央行货币政策 下任美联储主席人选颇受关注。 美联储方面 ， 7月16日，特朗普声称可能将很快解雇鲍威尔，已写好信函，引起市场短暂恐慌，美国出现"股债汇三杀"，美 股和美元指数双双下跌，而美债收益率上升。随后，特朗普澄清，解雇鲍威尔的可能性极低，除非他在美联储大楼翻修中存在欺诈行为，市场随之重新企稳。 市场关注度集中于下一任美联储主席人选，财长贝森特周内表示，遴选程序已经开始。 欧央行方面 ，五位欧洲央行管委表示，尽管美国新关税威胁使得欧央 行决策复杂化，但7月仍可能暂停降息。 图：美联储利率路径预期（ % ） 美国通胀略有反弹。 美国6月CPI同比增速小幅 ...

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]