【导读】 特朗普表示倾向于让沃什或哈塞特领导美联储 中国基金报记者 泰勒 下一任美联储主席是谁？特朗普表态了，可能是 沃什、哈塞特二选一。 12月13日，特朗普表示，他更倾向选择前美联储理事凯文·沃什（Kevin Warsh）或国家经济 委员会主任凯文·哈塞特（Kevin Hassett）来领导美联储。 特朗普在椭圆形办公室接受采访时说，沃什目前排在候选名单最前列。"是的，我觉得他是。 我觉得你有'凯文和凯文'——他们俩都……我觉得这两位凯文都很棒，我觉得还有另外几个人 也很棒。" 近几周以来，外界越来越把哈塞特视为领跑者，因为特朗普多次暗示自己已经敲定了美联储 主席人选；但特朗普的最新表态显示，沃什仍然是强有力的竞争者。 据知情人士透露，特朗普周三在白宫与沃什进行了45分钟会面，并追问如果由他出任美联储 主席，自己是否可以相信他会支持降息。 特朗普谈到沃什时说："他认为你必须降息。我跟其他所有聊过的人也都是这么认为的。" 特朗普还表示，他认为下一任美联储主席在设定利率水平时应该与他进行沟通。 特朗普说："通常现在已经不这么做了，但以前是经常这么做的。就应该这么做，这并不意味 着——我不认为他应该完全照我们说 ...

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。 特朗普：倾向于让沃什或哈塞特担任美联储主席。（华尔街日报） 风险提示及免责条款 ...

（文章来源：第一财经） 媒体援引知情人士消息称，美国总统特朗普本周可能推进新一任美联储主席的最终面试程序。报道称， 特朗普及财政部长斯科特·贝森特预计将在周三与前美联储理事凯文·沃什（Kevin Warsh）会面。多名消 息人士同时表示，在多位潜在人选中，现任国家经济委员会主任凯文·哈塞特（Kevin Hassett）仍被普遍 视为明年5月接替鲍威尔的热门候选人。 ...

【文/观察者网 林琛力】当地时间12月2日，美国总统特朗普表示，将于明年初宣布美联储主席人选。尽管特朗普尚未正式确认提名人选，但 在他的暗示下，一个名字脱颖而出并成为了压倒性的热门人选：白宫国家经济委员会主任凯文·哈塞特。 据美国《财富》杂志、英国《金融时报》等媒体报道，特朗普2日在白宫活动中宣布了上述消息，他还提到："我想，一位'潜在'的美联储主席 今天也在场。我可以这么说吗？是'潜在'的。我能告诉你的是，他是一位受人尊敬的人。" 特朗普的这番言论被认为在暗示哈塞特就是这名"潜在候选人"，使本就是美联储主席热门人选之一的哈塞特一跃成为最热门人选。预测市场平 台"Kalshi"3日预测，哈塞特获得提名的概率为86%，前美联储理事沃什和现美联储理事鲍曼的概率分别为6%和4%。 消息传出后，美元汇率短暂下跌。对于哈塞特接任美联储主席，外界反应两极，有人批评哈塞特是"特朗普傀儡"，也有支持者认为"再没有比 他更合适的人选了"。 白宫国家经济委员会主任凯文·哈塞特彭博社 哈塞特是谁？有何背景？ 据美国有线电视新闻网（CNN）等媒体报道，现年63岁的哈塞特于1962年出生在美国马萨诸塞州格林菲尔德，本科就读于斯沃斯莫尔 ...

【PGIM基金经理：市场对哈塞特担任美联储主席存在疑虑】PGIM Fixed Income联席首席投资官 Gregory Peters表示，凯文·哈塞特即便被批准出任下一任美联储主席，也可能无法如美国总统唐纳德·特 朗普所希望的那样快速降息。 ...

AI播客：换个方式听新闻 下载mp3 音频由扣子空间生成 2025年8月，美国总统特朗普在"真相社交"（Truth Social）平台发文，猛烈抨击其第一任期财政部长史 蒂文·姆努钦（Steven Mnuchin），因其2017年建议自己任命鲍威尔为美联储主席。 特朗普数月来一直怒斥鲍威尔降息速度不够快，他在文中写道："史蒂夫·'曼努钦'（此处为特朗普故意 写错姓氏）给我推了这么个'废物'，真是'帮了大忙'。他总是行动迟缓，造成的损失不可估量。" 这番对特朗普第一任期最忠诚内阁成员之一的尖锐批评，正值现任财政部长斯科特·贝森特（Scott Bessent）筹备为鲍威尔寻找继任者之际——鲍威尔的主席任期将于明年到期。 下一任美联储主席的任命事关重大。特朗普毫不掩饰地表示，期望自己选中的人能迅速降息。但这一任 命也让贝森特陷入异常尴尬的境地，特朗普明确表示，这位财政部长的前途与美联储接下来的行动紧密 挂钩。 上月在华盛顿的一场演讲中，特朗普开玩笑称，对贝森特未能说动鲍威尔降息感到失望。 "斯科特唯一搞砸的就是美联储的事，"这位美国总统在沙特投资论坛的讲话中表示，"要是你不赶紧搞 定，我就解雇你。" 特朗普预计将很 ...

Group 1 - Bond investors have expressed concerns to the U.S. Treasury regarding Kevin Hassett potentially being appointed as the Federal Reserve Chairman [1][3] - Investors fear that Hassett, as the Director of the White House National Economic Council, may implement aggressive interest rate cuts to please President Trump if he takes over the Fed [1][3] - These discussions took place in November, prior to Treasury Secretary Scott Pruitt's final round of interviews with candidates [1][4] Group 2 - Participants in these discussions included members of the Treasury Borrowing Advisory Committee (TBAC) [2][4]

【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 ...