据外媒报道，知情人士透露，在美国总统特朗普的顾问们为鲍威尔寻找替代者之际，美联储理事沃勒正 成为担任美联储主席的热门人选。 知情人士称，特朗普的顾问们对沃勒愿意基于预测而非当前数据来调整政策，以及他对整个美联储体系 的深刻了解印象深刻。 这些因讨论私人审议而要求匿名的人士表示，沃勒已就该职位与总统的团队会面，但尚未与特朗普本人 会面。 上周，沃勒是投票反对央行连续第五次维持基准利率不变的两名美联储理事会成员之一。他和他的同事 鲍曼两人都倾向于降息25个基点，理由是劳动力市场出现越来越多的疲软迹象，另外，二者均由特朗普 提名。 在美联储宣布维持利率不变的决定几天后，一份就业报告显示，在截至7月份的前三个月里，就业增长 急剧放缓，这证实了沃勒和鲍曼异议的可信度。 知情人士称，前美联储官员凯文·沃什和现任特朗普国家经济委员会主任的凯文·哈塞特也仍在竞争之 列，该职位将在鲍威尔的主席任期于2026年5月届满时空出。 白宫发言人库什·德赛（Kush Desai）在一份声明中说，"特朗普总统将继续提名最称职、最有经验的人 选，然而，除非消息来自特朗普总统本人，否则任何关于人事决定的讨论都应被视为纯粹的猜测。" 美联储的一 ...

风险提示及免责条款 市场有风险，投资需谨慎。本文不构成个人投资建议，也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何 意见、观点或结论是否符合其特定状况。据此投资，责任自负。 美联储理事沃勒被特朗普团队视作美联储主席的优先人选之一。沃勒已经会见特朗普的团队。他们对沃 勒的降息意愿感到印象深刻。 ...

特朗普日前接受媒体采访时表示，他将在本周末前确定一名候选人来填补即将出现的美联储理事空缺席 位，并将可能接替美联储主席鲍威尔的人选缩小至四人。 路透社报道截图 当地时间6日，美国总统特朗普在谈及美联储主席人选时称，已启动面谈程序，可能只剩下了三位候选 人。 特朗普同时提及前美联储理事凯文·沃什与白宫国家经济委员会主任凯文·哈塞特为"两位优秀的凯文"， 但并未透露其余两名人选。市场人士猜测，现任美联储理事克里斯托弗·J·沃勒也是较为热门的候选人。 美联储主席鲍威尔任期将于2026年5月结束，特朗普已多次要求鲍威尔辞职。 中国人民大学经济学院教授王晋斌分析称，当前特朗普对美联储的政治干预，明显倾向于提名政治忠诚 度高、政策理念契合的亲信，特别是支持其降息议程的人选。 编辑丨王洹星 签审丨张晗 康炘冬 降息源于市场普遍担忧的美国财政可持续性问题，在36万亿美元联邦债务和高利率环境下，基准利率每 下调1个百分点就能为政府节省数千亿美元的再融资成本，因此特朗普必将选择能严格贯彻其降息政策 意图的提名人选。 王晋斌同时指出，目前三位候选人各具优势，但最终谁能当选，仍取决于特朗普对经济权力架构的布局 考量。最可能的情形是， ...

智通财经APP获悉，美国总统特朗普表示，他可能会在未来几天内提名一位临时美联储理事来填补美联 储理事会即将空缺的席位，而不是利用这个席位来表明他选择接替杰罗姆·鲍威尔担任美联储主席。 这给特朗普留下选择空间：既可提拔某人完成她任期至明年1月，同时继续权衡主席人选;也可提前数月 决定美联储主席人选并立即宣布。 特朗普的联储候选人名单中多位来自体制外，且鲍威尔主席任期至明年5月结束前，总统未必能再获提 名机会。虽然美联储主席卸任时通常会退出理事会，但鲍威尔作为理事的任期将持续至2028年，他迄今 未透露去留计划。 顾问团队建议总统先确定短期人选，仅完成库格勒至明年1月的剩余任期。该策略将为特朗普赢得数周 乃至数月时间面试主席候选人。特朗普周三称正倾向此方案。 他表示正考虑"大概"三位临时人选候选人，并暗示可能来自华尔街。"说到底，我们本质上都算华尔街 的人，不是吗？"特朗普说道。 他透露商务部长霍华德·卢特尼克、财政部长斯科特·贝森特及副总统JD·万斯等顾问参与遴选流程。 特朗普周三在白宫对记者表示，"我认为临时人选将在未来两三天内公布，之后我们会确定正式人选。" 特朗普另重申，认为"两位凯文"——前美联储理事凯 ...

当地时间8月5日，美国总统特朗普表示，可能很快宣布下一任美联储主席人选，他已将潜在的人选范围缩小到四人，但该名单不包括财政部长贝森特，因为 贝森特希望继续留任财政部长。这四名候选人包括前美联储理事凯文·沃什、白宫国家经济委员会主任凯文·哈西特和其他两人。此外，他将在本周决定填补 空缺出来的美联储理事人选。 （来源：CCTV国际时讯） ...

Group 1 - Silver futures are currently trading above 9164, with an opening price of 9104 and a current price of 9187, reflecting a 1.25% increase [1] - The highest price reached today is 9196, while the lowest was 9094, indicating a short-term oscillating trend in silver futures [1] - The recent upward movement in silver futures suggests potential for further gains, with targets set around 8300 and possibly extending to 9500 [4] Group 2 - Trump has narrowed down his list of candidates for the Federal Reserve Chair to four, including well-known figures like Kevin Hassett and Kevin Warsh [3] - The exclusion of Treasury Secretary Mnuchin from the list has quelled speculation about his potential transition to the Fed Chair position [3] - James Fishback, CEO of Azoria Investment, has expressed interest in becoming a Fed governor, indicating a broader range of candidates than previously thought [3]

当地时间周二，美国总统特朗普接受了CNBC"财经论坛"节目采访，就美联储主席人选、关税等问题发 表了一系列讲话。 讲话要点整理如下： 1、劳工统计局就业数据"被操纵" 特朗普重申，他认为美国劳工统计局"操纵"就业数据，尤其是家庭调查，并称该方法既"陈旧又高度政 治化"。 他指出，2024年大选期间就业数据被修正，暗指这些数字首发过于乐观，随后被改为更不利的结果，质 疑这是为了影响选举利益。 2、关于联储主席继任人选的暗示 特朗普周二向CNBC表示，他已将未来美联储主席的潜在候选人范围缩小至四名。 虽然总统没有透露谁是候选人，但他明确表示，现任财政部长Scott Bessent(斯科特·贝森特)并没有列入 候选人名单，因为贝森特表示不希望调任，目前希望继续留在财政部。 剩下的可能候选人包括前州长凯文·沃什 (Kevin Warsh) 和国家经济委员会主任、特朗普关键顾问凯文·哈 塞特 (Kevin Hassett)。 "许多美联储主席候选人非常优秀，沃什(前美联储理事)很好，哈塞特(经济顾问之一)也非常不错，还有 另外两位候选人，可能很快宣布美联储主席。"特朗普说，并补充称库格勒的辞职"是一个令人愉快的惊 喜" ...

Core Points - President Trump is set to decide on the nomination for the vacant Federal Reserve Board position by the end of the week, narrowing the candidates for the successor to Chairman Powell to four individuals [2][3] - The successor to Fed Governor Kugler, who unexpectedly announced her departure, will serve until January, but Trump indicated that this nominee could later be appointed for a full 14-year term [3][5] - Trump has expressed criticism of Powell for not lowering interest rates since his return to the White House, highlighting the challenges the Fed faces in balancing inflation and employment goals [4][6] Candidate Selection - The narrowed list for the Fed Chair includes economic advisor Kevin Hassett, former Fed Governor Kevin Warsh, and two others, with speculation that one may be current Fed Governor Christopher Waller [2][3] - The nomination process for Kugler's successor requires Senate confirmation, and a separate process will be needed for the new Fed Chair [5] Economic Context - Concerns have been raised regarding the integrity of U.S. employment data following the dismissal of the BLS director, which may impact perceptions of the Fed's independence [6][7] - Economic experts warn that Trump's trade policies could lead to a slowdown in the labor market and rising inflation, influencing the Fed's decision-making on interest rates [6][7]

Group 1: Federal Reserve and Monetary Policy - Trump criticized Federal Reserve Chairman Jerome Powell for delaying interest rate cuts and narrowed down potential candidates for the next Fed chair to four individuals, including former Fed governor Kevin Walsh and NEC Director Kevin Hassett, while ruling out Treasury Secretary Scott Bencet [2] - Trump mentioned that he plans to utilize the vacancy left by Adriana Kugler to select the future Fed chair, following her resignation [2] Group 2: Drug Tariffs - Trump announced plans to impose tariffs on imported drugs that could reach as high as 250%, marking the highest rate he has threatened so far [2] - Initially, Trump considered a lower tariff but indicated a gradual increase over the next year to year and a half, starting at 150% before reaching 250% [2][3] - The administration's investigation under Section 232 aims to assess the impact of imported drugs on national security, with Trump urging pharmaceutical companies to lower drug prices by September 29 [3] Group 3: Trade Relations with India - Trump announced plans to significantly increase tariffs on Indian imports, stating that India is the country with the highest tariffs and not a good trade partner [4][5] - He previously announced a 25% tariff on goods exported from India to the U.S. and threatened further increases [4] - The Indian government is seeking negotiations to lower these tariffs and is considering increasing imports of natural gas and communication equipment from the U.S. [5] Group 4: Banking Discrimination Claims - Trump claimed that JPMorgan Chase and Bank of America discriminated against him by refusing to open accounts for him, leading him to choose smaller local banks instead [6][8] - He suggested that the refusal was politically motivated due to pressure from regulatory agencies during the Biden administration [8] - JPMorgan Chase denied any political discrimination, emphasizing the need for regulatory reform [8]

Core Viewpoint - President Trump criticized Federal Reserve Chairman Jerome Powell for delaying interest rate cuts and announced significant tariff increases on pharmaceuticals and Indian imports [1][3][8]. Group 1: Federal Reserve Leadership - Trump has narrowed down the potential candidates for the new Federal Reserve Chairman to four individuals, excluding Treasury Secretary Scott Bessenet from consideration [1][7]. - The candidates include former Fed Governor Kevin Warsh and National Economic Council Director Kevin Hassett, both of whom Trump praised [1][7]. - Trump indicated that the vacancy left by Adriana Kugler, who recently resigned, could be utilized to select the future Fed Chairman [7]. Group 2: Tariff Policy - Trump announced plans to significantly increase tariffs on pharmaceuticals, with rates potentially reaching as high as 250% over time [8]. - He stated that initial tariffs on pharmaceuticals would start at a lower level, gradually increasing to 150% within a year to a year and a half [8]. - Additionally, Trump plans to impose substantial tariff increases on Indian imports within the next 24 hours, citing India's high tariffs and its purchase of Russian oil as reasons for the decision [9].