Group 1: Federal Reserve Chair Candidates - Trump criticized Powell for delaying interest rate cuts and narrowed potential candidates for the next Federal Reserve Chair to four, including Kevin Walsh and Kevin Hassett, while ruling out Treasury Secretary Scott Bencet [3] - Trump mentioned the opportunity to utilize the vacant position left by Adriana Kugler to select the future Fed Chair, following her resignation [3] Group 2: Drug Tariffs - Trump plans to impose tariffs on imported drugs that could eventually reach 250%, marking the highest rate he has threatened so far [4] - Initially, he intended to start with a lower tariff, increasing it to 150% over one to one and a half years, before potentially raising it to 250% [4] - The administration's investigation under Section 232 aims to assess the impact of imported goods on national security, with Trump urging pharmaceutical companies to lower drug prices by September 29 [4] Group 3: Tariffs on Indian Imports - Trump announced plans to significantly increase tariffs on Indian imports within 24 hours, previously stating a 25% tariff on goods exported from India to the U.S. [6] - He criticized India as the country with the highest tariffs and a poor trade partner, citing their purchase of Russian oil and subsequent resale for profit [7] - The Indian government expressed intentions to negotiate for lower tariffs and is considering increasing imports of natural gas and communication equipment from the U.S. [7] Group 4: Banking Discrimination Claims - Trump claimed discrimination from JPMorgan Chase and Bank of America, stating they refused to open accounts for him, which he attributed to pressure from regulatory agencies during the Biden administration [9][11] - JPMorgan Chase denied any political discrimination, emphasizing their commitment to regulatory reform [11]

特朗普称贝森特婉拒了美联储主席人选考虑：我喜欢贝森特，但他想留在财政部。 当地时间周二早，美国总统特朗普在CNBC"财经论坛"节目上讲话。 在讲话中，特朗普再次批评鲍威尔降息太迟，并称前美联储理事Kevin Warsh（凯文·沃什）非常出 色，"两位凯文（另一位指美国国家经济委员会主任Kevin Hassett）都很棒，其他人也不错。除了两位 凯文之外，还在考虑另外两人。" 特朗普表示，可利用Adriana Kugler空缺出来的理事职位来挑选未来的美联储主席。 他还说：劳工统计数据非常政治化。 ...

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。 ...

Global Asset Price Performance - Major global stock markets mostly rose, with the S&P 500, Dow Jones Industrial, and Nasdaq Composite increasing by 0.6%, 0.3%, and 1.5% respectively compared to last week [1] - In the bond market, the 10-year U.S. Treasury yield rose by 1 basis point, while the 10-year Japanese government bond yield increased by 2.6 basis points due to fiscal concerns [1] - Commodity prices saw a decline in gold and oil prices, while the U.S. dollar index appreciated by 0.6% against most currencies [1] Major Central Bank Monetary Policies - The next Federal Reserve chair candidate is under significant market scrutiny, especially after President Trump's comments about potentially firing Powell, which caused temporary market panic [3] - The selection process for the next Fed chair has begun, as stated by Treasury Secretary Mnuchin [3] - The European Central Bank (ECB) is considering pausing interest rate cuts in July despite complications from U.S. tariff threats [3] U.S. Economic Dynamics - U.S. inflation showed a slight rebound, with June CPI year-on-year growth rising to 2.7% and core CPI increasing to 2.9% [9] - Retail sales in June increased by 0.6% month-on-month, exceeding market expectations, driven mainly by a recovery in auto sales [9] - The July Beige Book indicated continued moderate growth in the U.S. economy, with consumer confidence slightly improving, although inflation expectations for the next year decreased by 0.6 percentage points to 4.4% [9] Other Regional Economic Dynamics - Germany's ZEW economic sentiment index rose to 52.7, the highest in over three years, driven by progress in U.S.-EU tariff negotiations and government investment plans [17] - Japan's core CPI year-on-year growth slightly slowed to 3.4% in June, influenced by gasoline subsidies and temporary electricity fee reductions, remaining above the Bank of Japan's 2% target for 39 consecutive months [18]

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]