Group 1 - Kevin Hassett, an economic advisor to the White House, is likely to remain in his current position, which diminishes his chances of being nominated as the next Federal Reserve Chair [1] - President Trump has expressed hesitation about nominating Hassett to replace current Fed Chair Jerome Powell, indicating a preference for Hassett to stay in the White House [1] - The competition for the Fed Chair position has evolved into a four-person race, with Rick Rieder gaining momentum as a potential nominee who may receive Senate confirmation [1] Group 2 - A criminal investigation involving the Federal Reserve's headquarters renovation has introduced new uncertainties and dissatisfaction regarding the Fed and Powell [1] - Treasury Secretary Scott Bessenet warned Trump that the investigation could create chaos and negatively impact financial markets, citing recent bond auction results as evidence of market concern [2] - Powell's term as Fed Chair will end on May 15, and the selection process is being led by Bessenet, who has reportedly withdrawn from consideration for the position [2]

美联储主席遴选在最后关头再添变数。 媒体援引知情人士消息称，贝莱德全球固定收益首席投资官里克·里德尔(Rick Rieder)周四与当选总统特朗普 的面试表现"相当顺利"。 里德尔最令市场侧目、也最契合特朗普政府胃口的，是他的降息主张，以及对赤字与通胀的"非典型"包容 度。 这种基于市场微观结构的视角，使他倾向于比传统央行官员更早、更果断地放松政策，这正是白宫目前最希 望看到的姿态。 此外，虽然里德尔称美联储的独立性"至关重要"，但他也与财政部长贝森特的观点一致，认为央行在资产负 债表的使用上应"更加创新"。 (2)对赤字与通胀的"非典型"包容度 货币政策方面，他一贯主张，随着经济演变，美联储应将利率下调至约3%的"中性水平";财政问题上，里德尔 多次淡化市场对美国巨额政府赤字的担忧;通胀问题上，他提出，如果略高于目标的通胀率有助于稳定债务动 态并维持就业，那么这种通胀并非不可接受。 在原头号热门凯文·哈塞特因白宫留任需求基本退出的背景下，里德尔异军突起，成为执掌美联储权杖的领跑 者之一。预测市场Polymarket数据显示，里德尔获提名赔率近期显著上升。 "另类"主张：货币宽松、赤字无忧、通胀容忍 (1)降 ...

Core Viewpoint - The selection of the Federal Reserve Chair has become more complex, with Rick Rieder emerging as a leading candidate due to his dovish stance on interest rates and unconventional views on deficits and inflation [1][6]. Group 1: Monetary Policy - Rieder advocates for lowering interest rates to approximately 3% as a "neutral level" in response to economic changes, arguing that current rates are too high [4]. - He warns against the Fed's reliance on lagging inflation indicators, suggesting that maintaining restrictive rates could stifle credit markets and lead to economic stagnation [4]. - Rieder's perspective aligns with the Trump administration's desire for a more proactive monetary policy, making him a favorable candidate [4][6]. Group 2: Views on Deficits and Inflation - Rieder downplays concerns regarding the U.S. government's substantial deficits, believing that strong global demand for U.S. assets and structural factors like aging populations can support debt expansion [5]. - He challenges the Fed's strict adherence to price stability, proposing that slightly higher inflation could be acceptable if it helps stabilize debt dynamics and maintain employment [5]. Group 3: Political Context - The selection process for the Fed Chair is occurring amid significant political tensions, with current Chair Jerome Powell facing scrutiny from the Justice Department [6]. - Rieder is viewed as a "safe option" for Senate confirmation due to his background as a Wall Street bond trader, contrasting with traditional candidates who are more entrenched in political issues [6]. - The competition for the position has narrowed to Rieder against Kevin Warsh and Christopher Waller, both of whom represent more conventional choices [6]. Group 4: Upcoming Developments - Treasury Secretary Mnuchin hinted that Trump plans to announce the nomination around the Davos Forum to reduce market uncertainty [7]. - Recent employment data indicates a cooling labor market, which may pressure decision-making regarding monetary policy [7]. - As the candidate pool shrinks, Rieder's visibility in the White House suggests that the administration is weighing both traditional and non-traditional paths for U.S. monetary policy [7].

Core Viewpoint - Gold prices recorded their largest decline in over two weeks due to uncertainty surrounding the nomination of Kevin Hassett as the next Federal Reserve Chair, as expressed by President Donald Trump [1][3][4] Group 1: Gold Market - Following Trump's comments, gold prices fell by 1.7%, with the current price at $4,588.03 per ounce, reflecting a 0.6% decrease [4][6] - The uncertainty regarding the new monetary policy leader may continue to support precious metals, but concerns about the Federal Reserve's potential interest rate cuts being less than market expectations exert pressure on gold prices [4] - Year-to-date, gold prices have continued their upward trend from 2025, partly due to renewed criticism of the Federal Reserve from the White House and market expectations for a loosening of monetary policy [4] Group 2: Silver Market - Silver prices experienced a significant drop of 5.1%, although it still maintains a 12% increase for the week [5][6] - The recent narrowing of silver's gains is attributed to the lack of new tariffs on key minerals, which had previously contributed to its rapid price increase [6] - The unpredictability of Trump's decisions may lead to continued strategies to support futures short positions by keeping metals within the U.S. [6]

特朗普放话称，下一任美联储主席必须是"超级鸽派"，将很快公布人选。 来源：金投网 上周五，现货黄金收盘上涨0.14%，收报于4338.22美元，上周累计上涨0.89%。今日欧市盘中，黄金大幅上涨，一度涨至4419.86美元，再创历史新高，目 前在4413美元附近徘徊。 圣诞周迎关键数据！ 上周五，美股三大指数集体上涨，截至收盘，道指涨183.04点，涨幅0.38%，报48134.89点；纳指涨301.26点，涨幅1.31%，报23307.62点；标普500指数涨 59.74点，涨幅0.88%，报6834.50点。 消息面上，新一轮降息潮来袭。 当地时间19日，俄罗斯央行宣布，将基准利率下调50个基点至16%；英国央行18日宣布，将基准利率下调25个基点至3.75%；墨西哥央行18日宣布，将基 准利率下调25个基点至7%；智利央行12月16日将基准利率从4.75%下调至4.5%。 在此之际，下任美联储主席遴选进程继续推进。 《华尔街日报》今日头条刊文《美联储主席之争正蔓延至华盛顿和华尔街》，作者是大名鼎鼎的"新美联储通讯社"Nick Timiraos。 这篇文章信息量很大，主要表达的是下一任美联储主席的角逐，比 ...

Core Viewpoint - The article discusses the ongoing selection process for the next Chair of the Federal Reserve, highlighting the recent interview between Federal Reserve Governor Christopher Waller and President Trump, focusing on labor market conditions and employment growth [1][2]. Group 1: Interview Details - Christopher Waller had a strong interview with President Trump regarding the Federal Reserve Chair position, discussing labor market conditions and strategies to boost employment growth [1]. - The interview took place at the White House shortly before Trump's economic address, with key officials including Treasury Secretary Scott Pruitt and White House Chief of Staff Susie Wiles present [1]. - Other candidates for the position include BlackRock executive Rick Rieder, who is scheduled for an interview, while Michelle Bowman is no longer a candidate [1]. Group 2: Trump's Perspective - Trump expressed that the Federal Reserve Chair should communicate with him regarding interest rate policies, indicating he believes his views should be considered [2]. - Trump praised Waller, stating he is a strong candidate and has been involved in the process for a long time, although there is no indication that Waller is the frontrunner for the position [2]. - The interview process is described as highly organized, with Trump indicating he will soon announce a new Chair who believes in significantly lowering interest rates, which could lead to further decreases in mortgage rates [3].

Group 1 - Silver TD is currently trading above 15315, with an opening price of 14655 and a current price of 15444, reflecting a 5.25% increase [1] - The highest price reached today is 15535, while the lowest was 14620, indicating a short-term oscillating trend in the market [1] - The daily chart shows a strong upward trend for Silver TD, with the Bollinger Bands opening upwards, suggesting further potential for price increases [3] Group 2 - U.S. Treasury Secretary Mnuchin stated that one or two more interviews for the next Federal Reserve Chair will occur this week, with President Trump expected to announce the nominee in early January [1] - President Trump has already interviewed former Fed Governor Warsh and considers both Warsh and NEC Director Hassett as top candidates for the position [2] - Waller, who was nominated to the Fed Board during Trump's term, has been a key advocate for interest rate cuts within the Fed, having voted against maintaining rates in July [2]

摘要全球最大黄金ETF--SPDRGoldTrust持仓报告显示，12月16日黄金etf持有量为1051.69吨，较上一交 易日持平。周二（12月16日)截止收盘，现货黄金报4302.28美元/盎司，跌幅0.05%，日内最高上探至 4334.84美元/盎司，最低触4271.33美元/盎司。 全球最大黄金ETF--SPDR Gold Trust持仓报告显示，12月16日黄金etf持有量为1051.69吨，较上一交易日 持平。周二（12月16日)截止收盘，现货黄金报4302.28美元/盎司，跌幅0.05%，日内最高上探至4334.84 美元/盎司，最低触4271.33美元/盎司。 【市场要闻速递】 据知情人士透露，特朗普总统拟于本周三面试另一位美联储主席人选——美联储理事克里斯托弗?沃 勒，不过有关官员提醒称遴选进程推进迅速，总统特朗普仍在权衡考量，相关会面存在延期或取消的可 能。 特朗普上周已面试前美联储理事凯文?沃什，还表示沃什与国家经济委员会主任凯文?哈塞特均为该职位 的头号人选。沃勒于2020年特朗普任期尾声获总统提名进入美联储理事会，并经参议院投票通过任命， 今年以来他成为美联储内部力主降息的核心人物， ...

在考虑范围内的候选人中，沃勒在10月份进行的一项经济学家调查中位列首选。 沃勒在华尔街颇受好评，因为他今年就降息提出了一些在学术思路上最为连贯的论据，并且被视为一位 可能能够驾驭内部分歧的人物。美联储主席鲍威尔采纳了他提出的数项降息理由，而鲍威尔本人正面临 来自其他更担忧通胀风险的官员异常广泛的内部反对。 然而，沃勒普遍被视为胜算极低的"陪跑者"，原因在于他缺乏沃什和哈塞特所拥有的与特朗普的个人关 系，且一些接近特朗普的人士对沃勒在2024年9月——即特朗普当选总统前——投票支持降息50个基点 感到不满，认为此举是一种"不忠"的表现。 特朗普对自己在2017年提名鲍威尔担任美联储主席的决定至今仍极度懊恼。他在上周接受采访时表示， 这次他想更加谨慎，因为他当时得到了时任财政部长史蒂文·努钦（Steven Mnuchin）的"糟糕建议"。 金十数据 据知情人士透露，美国总统特朗普定于当地时间本周三面试又一位美联储主席的候选人——美联储理事 克里斯托弗·沃勒（Christopher Waller）。 相关官员提醒，整个遴选过程推进迅速，但会议安排仍可能因特朗普的持续斟酌而推迟或取消。 特朗普上周已面试了前美联储理事 ...

美联储主席热门人选又有新进展——又有一位"凯文（Kevin）"浮出水面。据报道，美国总统特朗普在最新采访中表示，凯文·哈塞特（Kevin Hassett）和凯 文·沃什（Kevin Warsh）均是他心中领导美联储的人选。特朗普多次因美联储货币政策公开批评鲍威尔。今年1月再次就任总统后，特朗普反复批评鲍威尔， 指责美联储降息过慢，并威胁解除鲍威尔职务。特朗普预计，下一任美联储主席将在利率问题上与他协商，这将颠覆美联储独立性的传统。 据知情人士透露，摩根大通首席执行官戴蒙在11日晚在纽约举行的该行资产管理首席执行官私人会议上表示，他赞同沃什关于美联储的观点。同时他还告诉 华尔街高管，哈塞特更有可能支持特朗普提出的降息要求。 哈塞特是现任白宫国家经济委员会主席，沃什是前美联储理事。在12日接受采访时，特朗普表示，沃什已跻身候选人名单前列，与哈塞特展开竞争。 此前许多人认为哈塞特是该职位的领跑者。"我认为两位凯文都很棒。"特朗普说，"我认为还有其他几位也很棒。" 特朗普此前曾暗示他已经作出了决定。上周，他表示，他已经"大致确定"了提名人选。上个月，特朗普也曾表示他知道自己会选择谁来担任这个职位。然而 特朗普此次最新 ...