Core Viewpoint - The article discusses the significant drop in gold and silver prices, marking historical declines due to various market factors, including the nomination of Kevin Warsh as the new Federal Reserve Chairman, which has led to a stronger US dollar and increased market volatility [1][3][5]. Group 1: Precious Metals Market - On January 31, silver prices fell by 36%, the largest intraday drop in history, while gold prices dropped over 12%, reaching a low of $4682 per ounce, marking the largest single-day decline in 40 years [1][3]. - At market close, gold was down 9.25% at $4880 per ounce, and silver closed down 26.42% at $85.259 per ounce [3]. - Despite the monthly gains in gold and silver prices, the sell-off on this day was the most significant blow to the upward trend since October of the previous year [3]. Group 2: Market Reactions - The US stock market saw all three major indices decline, with the Dow Jones down 0.36%, S&P 500 down 0.43%, and Nasdaq down 0.94% [4]. - The gold sector experienced substantial losses, with companies like Barrick Gold and AngloGold down over 10% [4]. - The strengthening of the US dollar, which saw its largest single-day increase since July of the previous year, negatively impacted investor confidence and contributed to the drop in gold and silver prices [3]. Group 3: Federal Reserve Nomination - President Trump announced the nomination of Kevin Warsh as the next Federal Reserve Chairman, which has raised concerns about potential interest rate policies [5][6]. - Warsh's previous support for higher interest rates has led to mixed reactions, with some analysts suggesting that his nomination could pose long-term risks to the economy [6].

Group 1 - The market reacted calmly to President Trump's nomination of Kevin Walsh as the next Federal Reserve Chairman, which is seen as a victory given Trump's history of creating policy uncertainty [1] - Following the announcement, the S&P 500 index fell approximately 0.4%, and the 10-year Treasury yield slightly increased to 4.242%, indicating a cautious market sentiment [1] - Gold and silver, which had recently risen due to monetary policy uncertainty, experienced significant declines, with silver dropping over 25% [1] Group 2 - Walsh's policy stance is viewed as ambiguous on Wall Street; he is often seen as hawkish but has criticized Powell, leading to mixed interpretations of his future policy direction [2] - Some market participants expect Walsh to implement two to three rate cuts this year, suggesting that his leadership may not differ significantly from other candidates [2] - Walsh advocates for a smaller balance sheet for the Fed and has criticized quantitative easing for inflating asset prices without improving wage growth [2] Group 3 - Analysts suggest that Trump may have chosen a candidate more acceptable to Wall Street to reduce confirmation uncertainties, especially given recent tensions with Powell and ongoing investigations [3] - Trump's nomination of Walsh may signal an attempt to lower resistance while maintaining the independence of the Federal Reserve [3] - There are concerns that Trump may express dissatisfaction with Walsh in the future, similar to his previous criticisms of Powell [3]

对于是否会出席三月下次议息会议，米兰表示这将取决于参议院确认流程的进度："若确认程序超过六 周，届时我将仍会参会。"本周早些时候，米兰对美联储维持利率不变的决定投下反对票，主张应降息 25个基点。 新浪合作大平台期货开户 安全快捷有保障 美联储理事斯蒂芬·米兰表示，他在完成前任理事阿德里安娜·库格勒本周末即将届满的任期后，尚未确 定未来去向。米兰表示："唯一确定的是，在我的继任者获得确认前，我将继续留任现职。"米兰称预计 特朗普总统提名的美联储主席人选凯文·沃什将接替其职位，但补充道："最终结果需待总统正式向国会 提交提名后见分晓。" 美联储理事斯蒂芬·米兰表示，他在完成前任理事阿德里安娜·库格勒本周末即将届满的任期后，尚未确 定未来去向。米兰表示："唯一确定的是，在我的继任者获得确认前，我将继续留任现职。"米兰称预计 特朗普总统提名的美联储主席人选凯文·沃什将接替其职位，但补充道："最终结果需待总统正式向国会 提交提名后见分晓。" 对于是否会出席三月下次议息会议，米兰表示这将取决于参议院确认流程的进度："若确认程序超过六 周，届时我将仍会参会。"本周早些时候，米兰对美联储维持利率不变的决定投下反对票，主张应 ...

沃什2006年加入美联储，是当时最年轻的美联储理事。在美联储任职期间，沃什持鹰派货币政策立场， 但近年转向支持特朗普的关税政策及加快降息立场。特朗普在首个总统任期内提名鲍威尔为美联储主 席。当时，鲍威尔与沃什均为特朗普考虑的人选，但鲍威尔最终获得提名。 鲍威尔将于今年5月结束美联储主席任期。他虽然是特朗普任命的，但却因货币政策长期遭特朗普公开 指责。去年再度就任美国总统后，特朗普曾多次尝试干涉美联储货币政策决议。鲍威尔目前还因美联储 办公大楼翻修项目遭刑事调查。 央视新闻 美国总统特朗普30日提名美联储前理事凯文·沃什为下任美联储主席，这一提名还需获得参议院批准。 本期编辑 邢潭 凯文·沃什（资料图） ...

哈塞特表示，他对未能获提名担任美联储主席并不失望，并称他非常敬重沃什。 责任编辑：李桐 白宫经济顾问凯文·哈塞特表示，特朗普政府将尽一切努力"尽快"使凯文·沃什的美联储主席提名获得确 认。 哈塞特表示，他对未能获提名担任美联储主席并不失望，并称他非常敬重沃什。 责任编辑：李桐 白宫经济顾问凯文·哈塞特表示，特朗普政府将尽一切努力"尽快"使凯文·沃什的美联储主席提名获得确 认。 ...

来源：金融界AI电报 美国白宫国家经济委员会主任哈塞特：对未获提名美联储主席一事并不失望。 ...

专题：特朗普正式提名沃什出任美联储主席 美国总统唐纳德・特朗普宣布，将提名凯文・沃什接替杰罗姆・鲍威尔出任美联储主席。特朗普此前因 美联储未按其要求降息而对该机构展开持续抨击，此番提名令这位前美联储理事执掌这一核心金融机 构。 现年55岁的沃什目前担任斯坦福大学胡佛研究所客座研究员，是共和党经济圈的资深人士。此番获提名 执掌全球最核心的央行，其任命料将得到共和党政策制定者的认可。沃什曾供职于摩根士丹利，担任投 行分析师，还曾任小布什总统的经济顾问；自特朗普首次执政以来，他便一直是白宫高层经济职位的热 门人选。 特朗普周五在社交媒体上发文称："我认识凯文已有多年，我确信他将成为美联储史上最杰出的主席之 一，甚至可能是最优秀的那位。除此之外，他形象气质俱佳，绝对不会让大家失望。" 此次美联储主席的其他潜在人选包括贝莱德高管里克・里德、特朗普长期经济顾问凯文・哈塞特，以及 现任美联储理事克里斯托弗・沃勒。主导此次人选遴选的财政部长斯科特・贝森特也曾是候选人之一， 后主动退出竞争。 提名沃什是特朗普第二任期内最具重要意义的经济政策人事任命，也标志着特朗普为加强对美联储影响 力的努力迎来阶段性结果。但在未来数月，沃什的 ...

Core Viewpoint - President Trump has nominated Kevin Warsh, a former Federal Reserve official, to be the next chairman of the Federal Reserve, aligning with Trump's critical stance on the Fed's current policies [1][2]. Group 1: Nomination Details - Warsh served as a Federal Reserve governor from 2006 to 2011 and played a key role during the financial crisis [1]. - Trump's decision marks the conclusion of months of internal discussions regarding the Fed chair nomination, which is considered one of the most significant personnel decisions of his presidency [1]. - Warsh's nomination requires Senate approval, and he is expected to face scrutiny due to an ongoing investigation by the Department of Justice regarding the Fed [2]. Group 2: Economic Policy Implications - The Federal Reserve is currently divided on whether to lower interest rates further, with some officials arguing that inflation remains above the 2% target [1][2]. - Warsh has previously been labeled as "hawkish" due to his warnings about loose monetary policy leading to higher prices [1]. - Trump has expressed a desire for the Fed to lower interest rates, having previously criticized current Chairman Powell for not meeting his expectations [2][3]. Group 3: Challenges Ahead - Warsh will face unprecedented challenges, including managing inflation that has exceeded targets for several years, addressing tariff-related price increases, and evaluating the impact of artificial intelligence on productivity and the labor market [2]. - The potential rise of digital currencies poses additional challenges for the Fed, which is responsible for regulating the U.S. banking system [2]. Group 4: Historical Context - This leadership change at the Fed could be one of the most significant since Paul Volcker's appointment in 1979, which transformed the Fed's anti-inflation strategy [4]. - Warsh has committed to a complete break from previous policies, indicating a potential overhaul of the Fed's asset holdings, policy framework, and its role in the economy [4][5]. Group 5: Competitive Landscape - Warsh's nomination came after he outperformed other candidates, including Kevin Hassett, Christopher Waller, and Rick Rieder, all of whom were considered strong contenders for the position [5][6]. - Trump confirmed that Hassett will remain as the Director of the National Economic Council, emphasizing his value to the administration [6].

2016年特朗普赢得总统大选后不久，沃什便加入为白宫提供咨询的外部商业领袖小组。 2017年，耶伦的美联储主席任期即将届满之时，沃什与鲍威尔都曾被纳入美联储主席的人选，最终鲍威 尔获得了这一职位。 据《华尔街日报》报道，沃什当时曾与特朗普面谈。最终他落选的部分原因是特朗普认为彼时47岁的沃 什看上去"过于年轻"。 美国总统特朗普1月30日宣布提名美联储前理事凯文·沃什为下任美联储主席人选后，《华尔街日报》刊 文介绍，凯文·沃什的妻子是雅诗兰黛高管简·兰黛，简·兰黛也是雅诗兰黛的继承人。沃什的岳父罗纳德· 兰黛是特朗普的老同学，也是共和党主要金主之一。 在宣布提名消息的同时，特朗普在"真实社交"平台写道："我认识凯文多年，毫不怀疑他会成为美联储 史上最杰出的主席之一，甚至可能是最优秀的那位。除此之外，他各方面都堪称这一职位的典型人选， 而且永远不会让人失望。" 现年55岁的凯文·沃什曾于2006年2月至2011年3月担任美联储理事。他当时是美联储历史上最年轻的理 事。出任美联储理事前，沃什曾在小布什政府担任经济顾问，还曾就职于摩根士丹利，担任投行家。 2016年，凯文·沃什及其妻子出席活动的照片美媒《每日野兽》 ...

来源：@第一财经日报微博 #特朗普提名的凯文沃什是谁# 【#沃什的妻子是雅诗兰黛家族成员# 看看他的来时路】当地时间30日， 美国总统特朗普提名美联储前理事沃什（Kevin Warsh）出任美联储下一任主席。 "很多人认为，这个人几年前就应该担任这个职位。"特朗普曾在29日的一场活动上"剧透"，"他将是一 位备受尊敬、在金融界家喻户晓的人物。" 沃什曾在2017年参加过美联储主席的面试，不过该职位最终由现任美联储主席鲍威尔获得，后者任期将 于今年5月到期。 凯投宏观(Capital Economics)北美副首席经济学家布朗（Stephen Brown）表示，沃什是一个"相对稳妥的 选择"。 此外，除了专业素质、长相上镜都符合特朗普的要求外，沃什与特朗普关系热络的原因之一在于他的妻 子简·兰黛（Jane Lauder）是雅诗兰黛家族成员，该家族与特朗普家族交情深厚。 沃什的妻子是其斯坦福大学同学，其岳父、亿万富翁罗纳德·兰黛则是特朗普的同学和竞选时期的金 主，二人相识逾60年。在第一个总统任期内特朗普曾提出美国购买格陵兰岛的想法。据报道，特朗普的 前国家安全事务助理约翰·博尔顿曾透露，特朗普对格陵兰岛的垂涎， ...