【白宫取消原定面试流程！新美联储主席哈塞特"呼之欲出"】特朗普团队通知候选人，原定周三与副总 统万斯的面试已被取消，但并未说明取消原因。特朗普本人周二内阁会议上明确表示，候选人名单 已"缩减至一人"。他当着在场的哈塞特的面，直接称其为"潜在的美联储主席"，这一表态让贝森特精心 设计的面试流程成为摆设。 ...

1. Report Industry Investment Ratings - No specific industry - wide investment ratings are provided in the report. 2. Core Views of the Report - Trump is expected to announce a new Federal Reserve Chairman early next year, with Kevin Hassett being the likely candidate [7]. - The US holiday shopping season had a strong start, and the OECD has raised its economic growth forecasts for the US and the Eurozone [20]. - The Eurozone's November CPI rebounded to 2.2%, making a December interest - rate cut by the European Central Bank "highly unlikely" [20]. 3. Summary by Related Catalogs 3.1 Metals and Minerals Gold and Silver - Gold: The expectation of interest - rate cuts has rebounded. Gold prices are on an upward trend, with a trend strength of 1 [17]. - Silver: It is accelerating and reaching new highs, with a trend strength of 1 [17]. Base Metals - Copper: The spot market is strong, supporting the price, with a trend strength of 1 [21]. - Zinc: There is support at the lower level, with a trend strength of 1 [24]. - Lead: Inventory reduction supports the price, with a trend strength of 0 [27]. - Tin: Supply has been disrupted again, with a trend strength of 0 [30]. - Aluminum: It is in a range - bound oscillation, with a trend strength of 0 [33]. - Alumina: It is still searching for a bottom, with a trend strength of 0 [33]. - Platinum: It is in a narrow - range oscillation, with a trend strength of 0 [37]. - Palladium: There is a possibility of an upward movement as the NYMEX - London price spread widens, with a trend strength of 0 [37]. - Nickel: Fundamental factors limit the upside potential, and it is trading in a low - level oscillation, with a trend strength of 0 [41]. - Stainless Steel: High inventory and weak supply - demand, with cost limiting the downside, with a trend strength of 0 [41]. 3.2 Energy and Chemicals Energy - Crude Oil: Not specifically mentioned in the report. Chemicals - Synthetic Rubber: It has short - term event - driven upward movement, but the upside space is narrowing. The short - term price of butadiene is stable and oscillating, and the supply - demand pattern has marginally improved [8][9]. - LLDPE: The basis has turned positive, and the supply remains loose. There is a need to pay attention to the supply - demand pressure caused by high production capacity and weakening demand in the medium term [80][81]. - PP: It has a short - term rebound, but the medium - term trend still faces pressure due to high supply and weak demand [83][84]. - Caustic Soda: The trend still faces pressure due to high production, high inventory, and weak demand [87][89]. - Paper Pulp: It is in an oscillating operation. The core contradiction has not fundamentally changed, and attention should be paid to port inventory and downstream procurement [92][94]. - Glass: The price of the original sheet is stable. Capacity reduction has boosted market confidence, but overall trading is average [96][97]. - Methanol: It is in an oscillating operation, and the upside space is narrowing. The high supply pressure in the domestic market is the main contradiction in the 01 contract [99][103]. - Urea: The price center has shifted upward, and attention should be paid to inventory. The fundamental driver is neutral, and the price is supported by the reduction of explicit inventory [106][109]. - Styrene: It is in a short - term oscillation. The short - term pure benzene market is oscillating, and the supply pressure of styrene is not large [110][111]. - Soda Ash: The spot market has little change. Supply is expected to increase, and downstream demand is general [113]. - LPG: The trend is under pressure, with a trend strength of - 1 [115][120]. - Propylene: The pattern remains loose, with a trend strength of - 1 [116][120]. - PVC: It is in a low - level oscillation. The short - term is not suitable for short - selling, but it still faces high -开工 and weak - demand before the 03 contract [124][125]. - Fuel Oil: The night - session price declined, and the weakness reappeared, with a trend strength of - 1 [127][128]. - Low - Sulfur Fuel Oil: It has weakened in the short - term, and the price spread between high - and low - sulfur in the overseas spot market is in a narrow - range oscillation, with a trend strength of - 1 [128]. 3.3 Agriculture Grains and Oilseeds - Corn: It is in an oscillating operation, with a trend strength of 0 [162][165]. - Soybean Meal: It lacks new sales, and the decline of US soybeans has led to an adjustment, with a trend strength of 0 [159][161]. - Soybean: The spot price is stable, and the futures price is oscillating, with a trend strength of 0 [159][161]. - Peanut: Attention should be paid to the spot market. The prices of most regions are stable or slightly weak, with a trend strength of 0 [182][184]. Soft Commodities - Sugar: The production in India has increased significantly. The global sugar market is expected to have a surplus in the 25/26 season, with a trend strength of - 1 [166][168]. - Cotton: The supply and demand are both strong. The spot trading is still light, and the price of cotton yarn has been partially raised [170][171]. - Egg: The volume of culling has increased, and the overall sentiment is strong, with a trend strength of 0 [176]. - Live Pig: An increase in supply is expected, and the industrial logic is returning, with a trend strength of - 1 [178][180]. - Palm Oil: It is waiting for the confirmation of the inflection point and is currently in a range - bound operation. The export volume of Malaysian palm oil in November decreased [152][153]. - Soybean Oil: The driving force from US soybeans is insufficient, and it is in an oscillating operation, with a trend strength of 0 [152][158]. 3.4 Shipping - Container Freight Index (European Line): It is expected to continue to repair its valuation in the short - term and be in an oscillating market in the medium - term. The strategy is to wait and see for the 02 contract and maintain rolling short - selling for the 04 contract [130][140].

特朗普周日在表示："我知道我要选谁，是的。我们会宣布这个决定。与此同时，哈塞特在接受媒体采 访时强调了市场对特朗普即将宣布人选消息的积极反应，他表示，美国国债拍卖表现强劲，利率下降， 这表明"美国民众可以期待特朗普挑选一位能帮助他们获得更便宜汽车贷款和更低利率抵押贷款的人 选"。 周日美国总统特朗普表示已决定下任美联储主席人选，此前他曾多次明确表示期待新主席推动降息。 这一表态引发市场积极反应，10年期美债收益率一度跌破4%。 白宫国家经济委员会主任Kevin Hassett（哈塞特）周日在接受媒体采访中强调，市场对特朗普即将宣 布新主席人选的消息"反应非常非常积极"。作为特朗普首席经济顾问的哈塞特被视为接替鲍威尔的热 门人选，目前在polymarket预测中以66%的概率领先。 哈塞特表示： 相关消息传出后，美国国债拍卖表现强劲，利率下降，这表明"美国民众可以期待特朗普挑选一位能帮助他 们获得更便宜汽车贷款和更低利率抵押贷款的人选"。 美国财长贝森特上周表示，特朗普可能在12月25日圣诞节假期前宣布提名人选，现任主席鲍威尔的任 期将于明年5月结束。 特朗普频繁批评现任美联储主席鲍威尔未能迅速降息，并多次释放 ...

美国总统特朗普拒绝确认是否让白宫经济顾问凯文·哈塞特（Kevin Hassett）出任美联储主席。其表示， 我知道我要选谁当美联储主席。 ...

President Trump has been pretty high on Kevin Hasset really since June. They had a bunch of private meetings in June that my sources told me went really well. Um and then you know the process just uh you know petered out a little bit.There have been so many sort of foreign policy challenges that he's been dealing with that that the Fed search just took a little bit of a back seat. Um and so now it is cropping back up now that people are looking to Powell's term ending in 2026 and Hasset really is still the ...

在提到贝森特时，特朗普甚至开玩笑说："如果你不快点修好，我就解雇你。" "如果你在房间里，他是在开玩笑，"贝森特说。"我们已经到了货币政策变得非常复杂的地步，而且不仅仅是降息。" 鲍威尔的任期将于2026年5月届满，在此之前，预计他将忙于处理一个突然分裂的联邦公开市场委员会，该委员会在进一步削减开支的必要性上存在分 歧。根据纽约联储主席约翰·威廉姆斯最近的一份声明，市场普遍预计联邦公开市场委员会将在12月的会议上批准连续第三次降息。 与此同时，贝森特正在继续面试主席候选人。据信，入围名单包括国家经济委员会主任凯文·哈塞特、前州长凯文·沃什、贝莱德高管里克·里德以及现任 美联储理事克里斯托弗·沃勒和米歇尔·鲍曼。 美国财政部长斯科特·贝森特周二表示，他预计唐纳德·特朗普总统将在假期前就美联储新任主席作出决定。 在接受CNBC采访时，一直在寻找美联储现任主席杰罗姆·鲍威尔继任者的贝森特表示，他还有一次面试要做，还没有准备好猜测谁会得到这份工作。 他说："我认为总统很有可能在圣诞节前宣布。"。"但无论是圣诞节前还是新年，这都是他的特权。但我认为事情进展得很好。" 特朗普一直是美联储的激烈批评者，最近表示他"很乐意" ...

当地时间周二，美国总统特朗普表示，他认为自己已经选定了下一任美联储主席的人选，同时声称有人阻止他开除现 任美联储主席鲍威尔。贝森特表示，可能就在感恩节之后，特朗普将与最终的三位候选人会面，希望能在圣诞节前做 出决定。贝森特已将候选范围缩小至以下人选：现任美联储理事沃勒和鲍曼，前美联储理事沃什，白宫国家经济委员 会主任哈塞特，以及贝莱德公司高管里德。 特朗普重申，他希望贝森特出任美联储主席，但这位财政部长太喜欢自己目前在政府中的角色，不愿离开。贝森特 表示，"可以肯定地说，我不会成为美联储主席。" 这位新任主席将取代现任美联储主席鲍威尔。特朗普多次批评鲍威尔，认为他降息太慢。鲍威尔作为美联储主席的 任期将于明年5月结束，但其作为美联储理事的任期要到2028年才结束。 当地时间周二，美国总统特朗普表示，他认为自己已经选定了下一任美联储主席的人选，同时声称有人阻止他开除 现任美联储主席鲍威尔。特朗普在椭圆形办公室对记者表示："我想我已经知道自己会选谁了。"但他并未透露具体是 谁。"我真想马上把现在那个人换掉，但有人在阻止我这么做。" 负责遴选工作的美国财政部长斯科特·贝森特表示，他已将候选范围缩小至以下人选： 现任 ...

Core Viewpoint - Trump has indicated that he believes he has identified his choice for the next Federal Reserve Chairman, while claiming that someone is preventing him from dismissing the current leader, Powell [1] Group 1 - Trump has not disclosed the specific name of his potential candidate for the Federal Reserve Chairman position [1] - U.S. Treasury Secretary Mnuchin has narrowed down the candidates to include current Fed governors Waller and Bowman, former Fed governor Warsh, NEC Director Hassett, and BlackRock executive Riedel [1] - Trump mentioned that there are both surprising names and conventional ones being discussed, suggesting a possible conventional approach while also acknowledging the value of political correctness [1] Group 2 - Mnuchin plans to submit recommendations to Trump after the Thanksgiving holiday [1] - The next Federal Reserve Chairman will need to maintain a careful balance between Trump's desire for low interest rates and the need to sustain investor confidence [1]

Core Viewpoint - The article discusses President Trump's intention to appoint a new Federal Reserve Chairman, indicating that he has a candidate in mind but has not disclosed the name yet [1][3]. Group 1: Candidate Selection Process - Trump expressed frustration about being unable to immediately replace current Chairman Jerome Powell, stating that someone is preventing him from doing so [2]. - Treasury Secretary Mnuchin has narrowed down the candidate list to several individuals, including current Fed governors and other prominent figures [2][3]. - Mnuchin plans to present a recommendation list to Trump after the Thanksgiving holiday, which may include both surprising names and conventional candidates [3]. Group 2: Current Chairman's Status - Jerome Powell's term as Chairman will end in May next year, but his term as a Fed governor extends until 2028 [4]. - Trump has frequently criticized Powell and the Fed for not being aggressive enough with interest rate cuts since the beginning of his second term [5]. Group 3: Challenges in Restructuring the Fed - Trump faces significant challenges in reshaping the Fed according to his preferences due to the institution's inherent checks and balances [7][8]. - The Fed Chairman is just one of 19 policymakers in the Federal Open Market Committee (FOMC) and does not operate under direct executive authority once appointed [8].

Group 1 - The U.S. Treasury Secretary Mnuchin indicated that President Trump may announce the next Federal Reserve Chair before Christmas [1] - This announcement could have significant implications for monetary policy and market expectations [1] - The timing of the announcement aligns with the end of the year, which is often a period of heightened market activity [1]