多种有利因素加持，哈塞特在美联储主席竞选中占据领先位置 金十数据7月15日讯，美国白宫国家经济委员会主任哈塞特正成为下一任美联储主席的热门人选，据多 位消息人士透露，在特朗普考虑任命一位与其立场更为一致的美联储领导人的背景下，哈塞特正在脱颖 而出。哈塞特最终是否能获得提名尚未确定。但消息人士表示，哈塞特具备其他人所不具备的优势。他 是国家经济委员会负责人，并曾在特朗普第一任期担任关键经济顾问。哈塞特为特朗普工作已近十年， 是少数几位既赢得总统信任、又长期保持良好关系的顾问之一。在特朗普第一届政府中担任过两个职务 后，他曾加入由特朗普女婿库什纳创办的一家私募股权公司，并在2024年总统竞选期间为特朗普提供经 济政策建议。此外，哈塞特也被视为一名纪律性强且善于应对媒体的代言人，这正是特朗普长期以来在 其高级任命者身上所看重的特质。Evercore IS指出，哈塞特面临的最大挑战在于，其必须向市场证明， 尽管他是特朗普的忠实支持者，但在担任美联储主席时仍能够保持足够的独立性，以维护美联储的信 誉。 ...

白宫国家经济委员会主任哈塞特在竞争下一任美联储主席方面的胜算增加。 然而，特朗普遴选美联储 主席候选人的程序仍然存在变数。（华盛顿邮报） ...

特朗普政府对美联储主席鲍威尔的施压升级到新阶段？ 7月14日，据媒体报道，白宫国家经济委员会主任哈塞特（Kevin Hassett）上周日（7月13日）表示，特 朗普政府正在研判是否有权解雇美联储主席鲍威尔，并称"如有正当理由，特朗普当然可以这么做"。 报道指出，特朗普政府给出的7个工作日回复期限意味着，美联储需在本周结束前作出回应，这可能让 特朗普有时间在7月29日美联储会议前采取行动。 美联储上周五悄然在官网发布FAQ页面回应部分质疑，明确澄清"该项目未建设新的VIP餐厅"，直接回 应了沃特提出的问题之一。 报道称，尽管特朗普上周五仍表示不想解雇鲍威尔，但哈塞特的言论表明白宫高层仍在考虑这种可能 性。特朗普政府官员近日将矛头对准美联储总部25亿美元的装修项目，称其超支7亿美元，并将此作为 解雇鲍威尔的潜在"正当理由"。 与此同时，下一任美联储主席的角逐同时升温。据华尔街见闻此前文章提及，哈塞特被广泛视为接替鲍 威尔的热门人选，而前美联储理事沃尔什（Kevin Warsh）也在积极争取这一职位。鲍威尔的主席任期 将于明年5月到期。 解雇权限成争议焦点 分析指出，哈塞特的立场转变反映了特朗普团队内部的政治考量 ...

智通财经APP获悉，特朗普政府持续升级贸易措施，不仅扬言要对加拿大、巴西、阿尔及利亚等多国加 征更多关税，还向贸易伙伴发出进一步谈判的邀约。尽管摩根大通首席执行官杰米·戴蒙等人士警示市 场切勿掉以轻心，但投资者目前的表现却像是笃定这位美国总统会让步，毕竟，特朗普政府此前已有过 多次政策反转的先例。 安尼克斯财富管理公司首席经济学家布莱恩·雅各布森在邮件中表示："投资者不应寄望特朗普对欧盟商 品加征30%关税的威胁只是虚张声势。这一关税水平具有惩罚性，但其对欧盟的伤害可能远超美国，因 此留给双方的时间已经不多了。" 外汇市场已显露出风险偏好降温的迹象：早间交易中，美元和日元对多数G10货币小幅走高，而澳元和 欧元则领跌。本月，随着投资者重新评估欧元区的相对增长前景，欧元对美元汇率一度触及2021年以来 的最高水平。与此同时，7月9日墨西哥比索对美元汇率创下18.5525的一年新高。 周末仍在交易的比特币在周一早间攀升至119,489美元，再创历史新高。 特朗普及其盟友对美联储主席杰罗姆·鲍威尔在美联储总部昂贵翻新工程中的处理方式提出批评，部分 政府官员甚至在酝酿将鲍威尔从美联储理事会罢免——这一事件可能也会在本 ...

金十数据7月13日讯，白宫经济顾问哈塞特周日表示，如果有证据支持，美国总统特朗普有权解雇美联 储主席鲍威尔，并补充称，美联储在华盛顿总部装修成本超标的问题上"负有很多责任"。哈塞特表示， 特朗普试图解雇鲍威尔的任何决定，都将在很大程度上取决于美联储对总部翻修问题的回答。白宫预算 办公室主任沃特上周抨击鲍威尔在美联储大楼翻修一事上"撒谎"。特朗普一再表示，鲍威尔应该辞职， 因为他没有降低利率。 白宫顾问：特朗普解雇鲍威尔与否，美联储对总部翻修的回答是关键 ...

订阅特朗普动态 +订阅 白宫经济顾问哈塞特表示，如果有理由解雇鲍威尔，特朗普有权采取行动。 ...

Core Viewpoint - The article discusses the rumors surrounding Federal Reserve Chairman Jerome Powell's potential resignation, emphasizing that Powell has firmly stated he will complete his term, which has 10 months remaining [1]. Group 1 - Nick Timiraos, referred to as the "voice of the Federal Reserve," suggests ignoring rumors about Powell's resignation [1]. - Timiraos recalls Powell's strong commitment from six years ago, where he stated he would not leave his position before the end of his term under any circumstances [1]. - Powell's previous statement highlights his determination to fulfill his role, indicating that he cannot envision any situation that would prevent him from completing his term, except for death [1].

Core Viewpoint - The statement from the Director of the Federal Housing Finance Agency, Pulte, regarding Jerome Powell's potential resignation as Federal Reserve Chairman suggests that it would be a positive decision for the U.S. economy, despite the lack of credible reports confirming Powell's consideration of resignation [1] Summary by Relevant Sections - **Statement from Pulte**: Pulte expressed encouragement over reports that Powell might resign, stating it would be a correct decision for the U.S. economy, leading to prosperity [1] - **Analyst Reaction**: Analyst Adam Button found the statement peculiar, noting the absence of any credible reports about Powell's resignation and highlighting Pulte's previous social media comments advocating for Powell's resignation [1] - **Market Reaction**: Financial markets appeared to show no reaction to Pulte's statement, indicating a lack of concern or impact regarding the potential change in leadership at the Federal Reserve [1]

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 - The article discusses the implications of President Trump's pressure on the Federal Reserve to lower interest rates, highlighting potential risks to the Fed's credibility and independence due to political interference [4][7][10]. Group 1: Trump's Influence on the Federal Reserve - President Trump claims that current interest rates are "at least 3 percentage points too high" and criticizes Fed Chairman Powell for increasing refinancing costs by $360 billion annually [4][5]. - Trump has expressed a desire for any replacement for Powell, indicating ongoing dissatisfaction with the current Fed leadership [5]. - The suggestion of appointing a "shadow chairman" to influence the Fed's decisions raises concerns about the institution's credibility and independence [7][8]. Group 2: Credibility and Independence Concerns - The potential appointment of a "shadow chairman" could undermine the Fed's traditional non-political stance, leading to fears of a loss of independence in monetary policy [8][9]. - Trump's insistence on rate cuts is linked to reducing government debt servicing costs, which diverges from the Fed's dual mandate of stable inflation and full employment [9][10]. - The next Fed chair may face skepticism regarding their integrity and the potential compromises made to secure their nomination [12][13]. Group 3: Market Reactions and Uncertainties - Wall Street generally dislikes uncertainty, especially regarding sensitive areas like monetary policy, which could complicate the Fed's ability to guide interest rate expectations [16][19]. - The market's response to potential rate cuts and the appointment of a "shadow chairman" remains unclear, with concerns that such actions could lead to inflation worries and increased bond yields [16][19]. - The upcoming FOMC meeting minutes are expected to provide further insights into the Fed's stance on interest rates, with market participants anticipating a potential rate cut in September [19][20].