Core Viewpoint - President Trump is pressuring the Federal Reserve to lower interest rates and has called for an investigation into Chairman Powell, suggesting he should resign due to alleged misleading testimony [1][3][4]. Group 1: Pressure on the Federal Reserve - Trump has repeatedly criticized Powell for not lowering interest rates, claiming that the government is incurring high interest costs due to the Fed's inaction [4][6]. - The Federal Reserve has maintained its benchmark interest rate since December, despite Trump's pressure, with Powell stating that future rate cuts depend on upcoming economic data [6][8]. Group 2: Allegations Against Powell - The Director of the Federal Housing Finance Agency, Bill Pulte, has called for Congress to investigate Powell, accusing him of providing deceptive testimony regarding the Fed's headquarters renovation costs [3][4]. - Powell has defended himself against these allegations, stating that the reports about the renovation were misleading and inaccurate [3][6]. Group 3: Potential Successors for Powell - Trump has mentioned having "two or three candidates" in mind to replace Powell as Fed Chairman, although he has not disclosed their identities [9][10]. - Speculation includes former Fed Governor Kevin Walsh and current White House officials, but the White House has not confirmed any names [10][11]. Group 4: Impact on Market and Dollar - The potential for a "shadow Fed Chair" could undermine the independence of the Federal Reserve and create market instability due to conflicting policy signals [13][15]. - Concerns over the U.S. economic slowdown and rising debt interest costs have led to a significant depreciation of the dollar, which has fallen over 12% against a basket of currencies since January [19].

Core Viewpoint - US Treasury Secretary Scott Bessent questions the Federal Reserve's judgment on interest rates, suggesting that the current two-year Treasury yield indicates that the benchmark rate is too high [1] Group 1: Federal Reserve's Interest Rate Policy - Bessent believes that the Federal Open Market Committee (FOMC) has deviated in its judgment regarding interest rates [1] - The current target range for the Federal Funds rate is 4.25% to 4.5%, while the two-year Treasury yield is approximately 3.76% [1] - Bessent indicates that if the Fed does not lower rates soon, the potential cut in September could be larger [1][2] Group 2: Future Leadership of the Federal Reserve - Bessent did not directly respond to calls for Fed Chair Jerome Powell's resignation but emphasized the need for the Fed to control spending like others [3] - There are strong candidates being considered for Powell's successor, with speculation that Trump may announce a replacement before September or October [3] - Potential candidates include former Fed Governor Kevin Warsh, NEC Director Larry Kudlow, and Bessent himself, among others [3] Group 3: Rate Expectations and Debt Issuance - Bessent suggests that the Fed officials' rate expectations may be influenced by their appointment backgrounds, noting significant differences in the dot plot between Trump-appointed and non-Trump-appointed members [4] - The Treasury Department plans to significantly increase short-term debt issuance to replenish cash reserves following the increase in the federal debt ceiling [5] - Bessent mentions that the debt management process is systematic and orderly, but they will consider the current interest rate environment in future debt issuance strategies [5][6]

Core Viewpoint - The U.S. Treasury Secretary, Mnuchin, announced that the selection process for the new Federal Reserve Chairman will begin in the fall, with several strong candidates being considered [1] Group 1: Selection Process - The selection process for the next Federal Reserve Chairman will start in the fall [1] - President Trump is contemplating an early nomination to weaken the current Chairman Powell's influence, with Powell's term still having 11 months remaining [1] - Trump may announce the successor by September or October, with potential for an earlier announcement due to his dissatisfaction with Powell [1] Group 2: Potential Candidates - Candidates under consideration include former Fed Governor Kevin Warsh and White House National Economic Council Director Kevin Hassett [1] - Treasury Secretary Mnuchin has also been suggested as a potential candidate [1] - Other competitors include former World Bank President David Malpass and Fed Governor Christopher Waller [1]

美国财长贝森特：有很多优秀的美联储主席候选人，将在秋季开始研究这个问题。 ...

美国财长贝森特：美联储主席职位有许多强有力的候选人。 ...

今日周四（7月3日)亚盘时段，黄金期货目前交投于779.98元附近，截至发稿，黄金期货暂报779.82元/ 克，上涨0.28%，最高触及780元/克，最低下探776.22元/克。目前来看，黄金期货短线偏向看涨走势。 特朗普在周二透露，他心中已有"两三个顶级人选"可供接替鲍威尔，不过却对具体姓名秘而不宣。据知 情人士爆料，最近几周，特朗普的顾问甚至与他探讨过贝森特同时出任财政部长和美联储主席的可行 性。要知道，这一安排一旦成真，将会打破自1935年以来两项职务分立的传统。 倘若鲍威尔最终选择留任美联储理事，那么在特朗普本届任期结束前，他将仅有一次例行机会来填补美 联储理事会的空缺席位——理事阿德里安娜·库格勒的任期将于明年1月到期。贝森特在周一接受彭博电 视采访时，坦然承认鲍威尔留任的可能性，并提议可以任命那些未来有望升任主席的人选去接替库格勒 的席位，或者直接从现任理事中挑选合适人员。 "鲍威尔迟迟不表明态度的做法引发诸多猜测，倘若特朗普提名的人选过于顺从总统要求，他或许会选 择继续留在理事会。"文艺复兴宏观研究公司经济研究主管尼尔·杜塔如此表示，"这恰恰是鲍威尔通过 不明确表态所掌握的筹码。" 【最新黄金期 ...

据央视新闻， 当地时间7月2日，美国总统特朗普在社交媒体上转发了一篇标题为《联邦住房金融局 局长：美联储主席应接受国会调查》的文章。特朗普评论称，"太迟先生"应该立即辞职。此前，特 朗普曾在社交媒体上将美联储主席鲍威尔称为"太迟先生"。 美国联邦住房金融局局长威廉·普尔特2日在社交媒体上发文称， 他 要求国会调查鲍威尔的政 治偏见以及他在参议院的欺骗性证词， 这些行为足以让他有理由被免职。 普尔特认为，鲍威 尔在没有提供证据的情况下就美联储总部翻修计划发表了不准确的言论。 此前有媒体报道称，美联储总部的翻新工程成本飙升，并包含多项奢华设施。在上周的参议院 听证会上，鲍威尔对报道的某些方面提出了质疑，称其"在很多方面都具有误导性和不准确 性"。 ...

Core Viewpoint - The uncertainty surrounding Federal Reserve Chairman Jerome Powell's potential departure has prompted the Trump administration to consider multiple candidates for his successor, with a focus on someone who aligns with Trump's economic agenda [1][2]. Group 1: Succession Planning - Trump has indicated he has "two or three top candidates" in mind to replace Powell but has not disclosed their names [1]. - Discussions have occurred regarding the possibility of appointing Treasury Secretary Steven Mnuchin to serve simultaneously as both Treasury Secretary and Federal Reserve Chairman, which would break a long-standing tradition [1]. - Powell's potential continuation in his role has led to speculation about the administration's approach to selecting a successor who would be compliant with Trump's policies [2]. Group 2: Political Dynamics - The current political climate surrounding the Federal Reserve is more sensitive than usual, with Powell's silence on his future causing frustration among Trump's advisors [2][3]. - Trump's ability to reshape the Federal Reserve Board is limited, as current board member Adriana Kugler's term ends in January, providing only one opportunity to fill a vacancy before Powell's term ends [2]. - The nomination of a new chairman requires Senate approval, and the narrow Republican majority means Trump can afford to lose only three votes [3]. Group 3: Powell's Influence - If Powell remains on the Board, he can still influence interest rate decisions through the Federal Open Market Committee, which consists of 19 members [4]. - The potential new chairman's influence on monetary policy is uncertain, especially if the candidate is not from the current Board [4]. - Powell's established loyalty among current Board members may provide him with leverage, regardless of who succeeds him [4].

智通财经7月3日电，据央视新闻报道，当地时间7月2日，美国总统特朗普在社交媒体上转发了一篇标题 为《联邦住房金融局局长：美联储主席应接受国会调查》的文章。特朗普评论称，"太迟先生"应该立即 辞职。此前，特朗普曾在社交媒体上将美联储主席鲍威尔称为"太迟先生"。美国联邦住房金融局局长威 廉·普尔特2日在社交媒体上发文称，他要求国会调查鲍威尔的政治偏见以及他在参议院的欺骗性证词， 这些行为足以让他有理由被免职。普尔特认为，鲍威尔在没有提供证据的情况下就美联储总部翻修计划 发表了不准确的言论。此前有媒体报道称，美联储总部的翻新工程成本飙升，并包含多项奢华设施。在 上周的参议院听证会上，鲍威尔对报道的某些方面提出了质疑，称其"在很多方面都具有误导性和不准 确性"。 "证词具有欺骗性" 特朗普再施压鲍威尔辞职 ...

Core Viewpoint - President Trump has called for the resignation of Federal Reserve Chairman Jerome Powell, referring to him as "Mr. Too Late" in a social media post that shared an article about the Federal Housing Finance Agency Director suggesting that Powell should face a congressional investigation [1] Group 1 - Trump's comments indicate a growing frustration with the Federal Reserve's policies and leadership [1] - The reference to a congressional investigation suggests potential scrutiny and accountability for the Federal Reserve's actions [1] - The use of social media to express these views highlights the ongoing tension between the executive branch and the Federal Reserve [1]