新华社纽约12月2日电（记者刘亚南）美国总统特朗普2日在白宫举行的内阁会议上说，他很可能在2026 年初公布下任美国联邦储备委员会主席提名人选，以接替将于2026年5月结束任期的现任主席鲍威尔。 特朗普当天还确认，美国财政部长贝森特无意担任美联储主席的职务。 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。美联储能否保持货币政策独立性引发广泛担忧。（完） 此前，特朗普称已就新任美联储主席提名人选做出决定。彭博社援引知情人士说法报道，在特朗普及其 顾问和盟友眼中，白宫国家经济委员会主任凯文·哈西特是下任美联储主席的头号候选人。根据相关法 律规定，美国总统提名美联储主席人选后，需获参议院批准。 鲍威尔在特朗普首个总统任期内被提名为美联储主席，于2018年2月上任。后在拜登政府时期获得提名 连任。 ...

美国财政部长贝森特在美国消费者新闻与商业频道节目中说，特朗普"很有可能"在12月25日圣诞节之前 宣布下一任美联储主席人选。《今日美国报》报道则认为，特朗普任何时候都可能宣布提名人选。 据彭博社报道，特朗普在返回华盛顿的总统专机"空军一号"上告诉记者："我知道我要选谁，没错。"但 他没有透露具体人选，只说"我们会宣布的"。 特朗普在上一届总统任期内，于2017年11月2日提名现任美联储主席鲍威尔出任这个职位。之后在民主 党前总统拜登任期内，鲍威尔获提名连任，按计划将于明年5月结束任期。 新华财经北京12月1日电 美国总统特朗普11月30日表示，他已经敲定下一任美国联邦储备委员会主席人 选，但未透露是谁。多家外媒报道认为，无论候选人是谁，特朗普最看重此人是否对自己忠诚，以实现 他要求美联储降息的目的。 头号候选人是他？ 关于下一任美联储主席会是谁，贝森特说目前有"5名强有力候选人"。其中，白宫国家经济委员会主任 凯文·哈西特被普遍认为最有可能获提名。 彭博社此前援引知情人士说法报道，在特朗普及其顾问和盟友眼中，哈西特是下一任美联储主席的头号 候选人。美国预测平台"卡尔希"网站显示，特朗普有72%的几率提名哈西特 ...

新华社北京12月1日电 美国总统特朗普11月30日表示，他已经敲定下一任美国联邦储备委员会主席人选，但未透露是谁。多家外媒报道认为，无论候选人 是谁，特朗普最看重此人是否对自己忠诚，以实现他要求美联储降息的目的。 据彭博社报道，特朗普在返回华盛顿的总统专机"空军一号"上告诉记者："我知道我要选谁，没错。"但他没有透露具体人选，只说"我们会宣布的"。 美国财政部长贝森特在美国消费者新闻与商业频道节目中说，特朗普"很有可能"在12月25日圣诞节之前宣布下一任美联储主席人选。《今日美国报》报道则 认为，特朗普任何时候都可能宣布提名人选。 这是10月29日在美国首都华盛顿拍摄的美国联邦储备委员会大楼外景。新华社记者胡友松摄 特朗普在上一届总统任期内，于2017年11月2日提名现任美联储主席鲍威尔出任这个职位。之后在民主党前总统拜登任期内，鲍威尔获提名连任，按计划将 于明年5月结束任期。 头号候选人是他？ 关于下一任美联储主席会是谁，贝森特说目前有"5名强有力候选人"。其中，白宫国家经济委员会主任凯文·哈西特被普遍认为最有可能获提名。 自今年1月第二次出任美国总统以来，特朗普一直敦促美联储降息，希望借此提振经济，降低政 ...

Core Viewpoint - President Trump publicly criticized Federal Reserve Chairman Jerome Powell, labeling him as "incompetent" and indicating a potential leadership change in the Fed if he is re-elected, which has raised concerns about the Fed's independence and future monetary policy direction [1][3][8] Group 1: Trump's Criticism and Its Implications - Trump's remarks are not just general complaints but include a clear timeline for Powell's departure, suggesting that he will not allow Powell to remain if re-elected [3] - This marks a significant escalation in Trump's criticism, indicating a fundamental questioning of the Fed's current monetary policy under Powell's leadership [3][6] - The ongoing tension between Trump and Powell highlights a clash between short-term political demands and the Fed's long-term policy independence [6] Group 2: Historical Context and Market Reactions - Historically, direct and severe criticism of the Fed by a sitting president is rare, making Trump's comments particularly noteworthy [8] - Trump's statements signal to the market that future Fed leadership must align closely with his economic agenda, raising concerns about the Fed's independence as a cornerstone of economic stability [8][9] - The global financial community is now assessing the potential ripple effects of this political intervention on U.S. monetary policy and overall economic uncertainty [9]

Core Viewpoint - The Trump administration is accelerating legal efforts to remove Federal Reserve Board member Lisa Cook, coinciding with a critical Federal Reserve interest rate decision [1][2] Group 1: Legal Proceedings - The U.S. Department of Justice has requested a federal appeals court to intervene and suspend a lower court's injunction that temporarily blocks Trump's attempt to dismiss Cook [1] - The DOJ argues that the lower court's ruling is "extraordinary" and contains "a series of legal errors," asserting that the injunction conflicts with the President's constitutional powers [1][2] - Cook has filed a lawsuit against Trump to prevent her dismissal, claiming the decision is based on "unverified allegations" and is a pretext for Trump to appoint a majority of his own nominees to the Federal Reserve Board [2] Group 2: Implications for Federal Reserve Independence - The controversy centers on the boundaries of presidential power to dismiss Federal Reserve members, with a recent ruling stating that the President can only remove them for "cause" [2] - The ongoing developments in this case will directly impact how investors and markets assess the independence of U.S. monetary policy [2]

Core Viewpoint - The independence of the Federal Reserve's monetary policy is emphasized, stating it should not be influenced by political forces, including President Trump's [1]. Group 1 - Kevin Hassett, a key economic advisor, asserts the necessity for the Federal Reserve's monetary policy to remain completely independent [1]. - Hassett is considered a strong contender for the next Federal Reserve chair position [1]. - President Trump has reportedly narrowed down the list of candidates for the Federal Reserve chair to three individuals, including Hassett [1].

Group 1 - The gold sector experienced fluctuations on September 4, with gold ETFs down by 0.16% and gold stock ETFs down by 3.04% [1] - A weakening dollar provides long-term support for gold, with a significant possibility of interest rate cuts by the Federal Reserve in September [3] - Historically, gold has risen in 7 out of 10 interest rate cut cycles since 1980, reinforcing its status as a safe-haven asset and a hedge against inflation [3] Group 2 - President Trump’s unprecedented dismissal of Federal Reserve Governor Lisa Cook over alleged mortgage fraud has raised concerns about the independence of the Fed's monetary policy [3][4] - This event is seen as a challenge to the constitutional order and could lead to market volatility and fears of uncontrolled inflation [3][4] - Trump's team is reportedly drafting a plan to increase White House intervention in the Fed, potentially undermining its policy independence [4] Group 3 - The potential appointment of three Fed governors aligned with Trump's views could create a majority on the board, fundamentally impacting future monetary policy [4] - Global geopolitical tensions and economic uncertainties have enhanced the investment value of gold, with London gold reaching a new high for the year [4] - Continuous monitoring of gold ETFs (518800) and gold stock ETFs (517400) is recommended [4]

Group 1 - Dow futures decreased by 0.02%, while S&P 500 futures increased by 0.15% and Nasdaq futures rose by 0.21% [1] - Tesla's Shanghai Gigafactory delivered its first batch of Model Y L and long-range Model 3 vehicles, with Tesla shares rising by 1.37% [1] - Salesforce reported Q2 earnings and revenue exceeding expectations, but Q3 revenue guidance fell short, leading to a 6.65% drop in its stock [2] Group 2 - Google was fined €325 million (approximately $381 million) by French authorities for improper ad display practices, resulting in a 0.55% decline in its stock [2] - Bank of America downgraded Figma's target price from $85 to $69 due to valuation concerns, causing Figma's stock to drop by 15.31% [2] - JPMorgan Chase announced plans to launch a digital retail bank in Germany in Q2 2026, following its UK launch in 2021, with a slight decrease of 0.06% in its stock [3] Group 3 - ConocoPhillips announced a global workforce reduction of 20% to 25% as part of a restructuring effort, with most layoffs expected to occur by 2025 [3] - Stephen Milan, nominated by President Trump for the Federal Reserve Board, emphasized the importance of maintaining the independence of monetary policy during his upcoming Senate hearing [3] - The market anticipates a 96.6% probability of a rate cut by the Federal Reserve in September [3]

Core Viewpoint - The article discusses the legal battle initiated by Federal Reserve Governor Cook against President Trump regarding her dismissal, highlighting the implications for the Federal Reserve's independence and potential impacts on the global economy [4][5][6]. Group 1: Legal Proceedings - The first hearing of Cook's lawsuit against Trump took place, where she requested a preliminary injunction to prevent her dismissal and continue her duties as a Federal Reserve Governor [3]. - Trump's public announcement of Cook's dismissal cited unverified allegations of mortgage fraud, claiming sufficient reason for her removal [4]. - Cook's lawsuit argues that the allegations are unproven and occurred before her Senate confirmation, thus not granting Trump the legal authority to dismiss her [5]. Group 2: Implications for Federal Reserve - Concerns about the independence of the Federal Reserve in monetary policy formulation may have ripple effects on the global economy, as indicated by a nearly 0.8% drop in the dollar's exchange rate against other major currencies following Trump's announcement [5]. - If Cook is dismissed, it would allow Trump to nominate a fourth member to the Federal Reserve's seven-member board, potentially giving him a critical majority [6]. - The Federal Reserve expressed a desire for a swift resolution to the lawsuit to eliminate existing uncertainties surrounding its governance [6]. Group 3: Market Reactions - Following dovish signals from Fed Chair Powell at the Jackson Hole central bankers' conference, the market anticipates a 25 basis point rate cut during the upcoming Federal Open Market Committee meeting on September 16-17 [7].

Core Viewpoint - The legal battle surrounding the dismissal of Federal Reserve Governor Cook by President Trump is expected to be prolonged, potentially reaching the Supreme Court for resolution [1][2]. Group 1: Legal Proceedings - The first hearing for Cook's lawsuit against Trump took place on the morning of the 29th, lasting approximately two hours, with no immediate ruling from Judge Jia Cobb [1]. - Cook's lawsuit claims that Trump's allegations of mortgage fraud are unsubstantiated and that even if true, they occurred before her Senate confirmation, which does not grant Trump the legal authority to dismiss her [2]. - Trump's legal team argues that any allegations of mortgage fraud are sufficient grounds for dismissing a Federal Reserve Governor, asserting that protecting Fed members from dismissal violates the President's constitutional powers [2]. Group 2: Implications for the Federal Reserve - If Cook is dismissed, it would allow Trump to nominate a fourth member to the Federal Reserve's seven-member board, potentially giving him a critical majority [3]. - Concerns regarding the independence of the Federal Reserve in monetary policy formulation could have ripple effects on the global economy, as evidenced by a nearly 0.8% drop in the dollar's exchange rate against other major currencies following Trump's announcement [2]. - The Federal Reserve expressed no position on the lawsuit but hopes for a swift resolution to eliminate existing uncertainties [3].