▲哈西特和特朗普 ▲特朗普乘坐空军一号对记者讲话 当地时间11月30日，美国总统特朗普表示，他已经决定了下一任美联储主席的提名人选。这一消息是他在乘坐空军一号从佛罗里达州飞往安德鲁 斯联合基地的途中向随行记者透露的。 有分析认为，尽管现任美联储主席鲍威尔的任期要到2026年5月才结束，但特朗普急于更换一位能配合其降息政策的掌舵人，白宫国家经济委员 会主任凯文·哈西特目前被外界视为头号热门人选。 特朗普：我们将会宣布 在空军一号上，当被记者问及是否已经确定人选时，特朗普给出了肯定的回答："我知道我要选谁，是的。我们会宣布的。"不过，特朗普依然保持着他一贯 的悬念风格。当记者直截了当地追问这个人选是不是凯文·哈西特时，特朗普只是笑着回答："我不会告诉你们，我们将会宣布。" 就在特朗普卖关子的同一天，处于舆论中心的哈西特频繁应邀出现在电视屏幕上，言辞间流露出强烈的接班意愿。在接受电视节目采访时，哈西特虽然称关 于他已被内定的报道是"谣言"，但也表态："如果总统选择了我，我将乐意效劳。" 无论特朗普最终提名谁，这一人选都需要经过共和党控制的参议院确认，且需等到2026年5月鲍威尔任期届满后才能正式接任。 虽然鲍威尔的 ...

美国国家经济委员会主席凯文·哈塞特（Kevin Hassett）11月30日在福克斯新闻节目中表示，如果特朗普 总统提名他出任美联储主席，他会欣然接受。同日，特朗普在空军一号上向记者透露，已决定下一任主 席人选，并将在近期公布。 有关人士此前透露，哈塞特已成为接替鲍威尔的最热门人选。多位知情者称，特朗普对他高度信任，认 为他会在利率政策上与白宫保持一致。哈塞特在CBS节目中虽淡化相关报道，称其"只是传闻"，但强调 市场对提名即将公布的消息反应积极，美债拍卖走强、利率下行。他还表示，美国民众有望迎来一位能 让"车贷更便宜、利率更低"的美联储主席。 美财长斯科特·贝森特正主导遴选流程，他表示特朗普极有可能在12月25日前公布最终决定。贝森特已 在11月25日完成终轮面试，并将候选人缩小至五人：哈塞特、美联储理事克里斯托弗·沃勒、负责监管 事务的副主席米歇尔·鲍曼、前美联储理事凯文·沃什，以及贝莱德高管里克·里德尔。 现任主席鲍威尔任期将于2026年5月15日届满。特朗普多次批评鲍威尔在降息节奏上动作迟缓。随着市 场押注哈塞特领跑，美债收益率快速下探，10年期美债收益率一度跌破4%。哈塞特在11月20日的电视 采访 ...

Group 1 - The core message emphasizes that "expectations" are more valuable than "results," particularly in the context of Trump's upcoming Federal Reserve chair nomination [1] - Market sentiment is currently influenced by the anticipation of a rate cut in December, with Trump needing to create a new narrative to drive market emotions [1] - Hassett's comments suggest that the market reacted positively to rumors about Trump's potential nominee, indicating a successful bond auction and declining interest rates [1] Group 2 - Hassett's strategic communication implies that the announcement of the nominee may not be immediate, with a possible timeline around the Christmas window (December 20-25) [2] - The leading candidate for the nomination is Hassett himself, who aligns closely with Trump's views and could stimulate market reactions [2] - Other potential candidates include Fed governors Waller and Bowman, former Fed governor Kevin Walsh, and BlackRock executive Reed, with Reed being a particularly intriguing choice for Wall Street [2]

美国白宫国家经济委员会主任哈塞特11月30日表示，如果特朗普提名他担任美联储主席，他将"乐意效劳"。 ...

钛媒体App 11月30日消息，据报道，美国白宫国家经济委员会主任哈塞特表示，如果特朗普提名他担任 美联储主席，他将乐于效劳。（广角观察） ...

Core Viewpoint - Kevin Hassett is viewed as the top candidate for the next chair of the Federal Reserve by President Trump and his allies, indicating a potential shift towards a more favorable monetary policy aligned with Trump's views on interest rates [1][3]. Group 1: Candidate Profile - Kevin Hassett is a close ally of Trump and is seen as someone who could implement Trump's advocated interest rate cuts within the Federal Reserve [3]. - Hassett has expressed willingness to accept the position if offered, but acknowledges the presence of other strong candidates [3]. Group 2: Political Context - Trump's dissatisfaction with the current Federal Reserve chair, Jerome Powell, stems from the Fed's reluctance to aggressively cut interest rates, which Trump believes is necessary to boost the economy and reduce government borrowing costs [3]. - The unpredictability of Trump's decision-making style suggests that the nomination process may still have unexpected developments before any official announcement [3].

Core Viewpoint - The article discusses the potential nomination of Kevin Hassett as the next chairman of the Federal Reserve by President Trump, indicating a preference for a trusted ally who aligns with Trump's views on interest rate cuts [1][3]. Group 1 - Kevin Hassett is considered the top candidate for the next Federal Reserve chairman, reflecting Trump's desire to place a familiar ally in a key economic position [1]. - Hassett is viewed as someone who could implement Trump's advocated policy of interest rate cuts within the Federal Reserve [1]. - Trump's decision-making style is unpredictable, suggesting that the nomination could change before any official announcement [3]. Group 2 - Treasury Secretary Scott Vessen expects Trump to likely nominate a successor to current Fed Chairman Jerome Powell before the end of the year [3]. - Powell's term is set to end in May 2026, and Trump has publicly called for significant interest rate cuts and has suggested Powell resign [3].

Core Viewpoint - The article discusses the potential nomination of Kevin Hassett as the next chairman of the Federal Reserve, indicating that President Trump views him as a trusted ally who could implement his preferred interest rate policies [1]. Group 1: Candidate Overview - Kevin Hassett is considered the top candidate for the Federal Reserve chairmanship by President Trump and his advisors [1]. - Hassett has expressed willingness to accept the position if offered, but acknowledges the presence of other strong candidates [1]. Group 2: Implications of Nomination - The nomination of Hassett would signify Trump's intention to place a familiar ally in a key economic position, potentially aligning the Federal Reserve's policies with Trump's agenda for interest rate cuts [1]. - Trump's dissatisfaction with the current Federal Reserve chairman, Jerome Powell, has been evident, as he has repeatedly called for rate cuts to stimulate the economy and reduce government borrowing costs [1]. Group 3: Uncertainty in Decision-Making - The article highlights the unpredictability of Trump's decision-making style, suggesting that the final choice for the Federal Reserve chair may still change before any official announcement [1]. - White House Press Secretary Caroline Levitt emphasized the uncertainty surrounding Trump's actions, indicating that the situation remains fluid [1].

Group 1 - Gold prices experienced fluctuations, reaching a new high since November 14, before closing down by 0.1% at $4130.84, with current trading around $4159 [1] - U.S. stock indices saw collective gains, with the Dow Jones up by 664.18 points (1.43%), S&P 500 up by 0.91%, and Nasdaq up by 0.67% [1] - Market expectations for a rate cut by the Federal Reserve surged following economic data releases, with the probability of a 25 basis point cut in December rising from approximately 40% to over 80% [3][5] Group 2 - U.S. September PPI showed a year-on-year increase of 2.7%, matching expectations, while core PPI rose by 2.6%, slightly below the forecast [3] - Consumer confidence in the U.S. dropped significantly, with the index falling by 6.8 points to 88.7, indicating potential economic slowdown [3] - Federal Reserve officials, including Governor Milan and New York Fed President Williams, indicated a need for further rate cuts to adjust monetary policy closer to neutral [5] Group 3 - The potential nomination of Kevin Hassett as the next Federal Reserve Chair could lead to more aggressive rate cuts, impacting the central bank's independence [7] - Current market sentiment shows a strong belief in rate cuts, with probabilities for a 25 basis point cut in December at 84.7% and a cumulative cut of 50 basis points by January at 24.4% [7] - The ongoing discussions regarding the U.S.-Russia-Ukraine peace agreement may influence market dynamics, with skepticism from European leaders about the progress [8][10]

Core Viewpoint - The article discusses the potential nomination of Kevin Hassett as the next Chair of the Federal Reserve, highlighting his alignment with President Trump's economic views and the implications for monetary policy [2][3]. Group 1: Nomination Process - Kevin Hassett is viewed as the leading candidate for the next Federal Reserve Chair, with strong support from Trump and his allies [2]. - Hassett has publicly stated that he would immediately lower interest rates if appointed, criticizing the Fed for allowing inflation to spiral out of control post-pandemic [2][3]. - Trump's decision on the nomination is expected to be announced before December 25, with speculation that Hassett's candidacy has been leaked intentionally [2][3]. Group 2: Market Reactions - The potential for a "dovish successor" to the Fed Chair has led to positive market reactions, with U.S. stock prices rising and a decrease in 10-year Treasury yields [6]. - The 10-year Treasury yield has stabilized around 4.0018%, while the 2-year yield has dropped significantly, indicating a steepening yield curve [6]. Group 3: Historical Context - Historically, the nomination of the Fed Chair is a direct way for the President to influence the Federal Reserve, with Trump previously expressing regret over his appointment of Jerome Powell due to differing views on interest rate cuts [3][4]. - The next Fed Chair will serve a 14-year term starting February 1, with the current seat held by Stephen Miran, who is on unpaid leave [4].