与此同时，摩根大通首席执行官杰米·戴蒙则支持前美联储理事凯文·沃什担任此职。而格里芬在周二拒 绝明确表态支持任何候选人，他强调，选择应基于谁能让全球市场、美国投资者和消费者感到放心，并 有效管理通胀。 格里芬作为金融界的重要人物，此前曾批评特朗普的关税政策，但在去年选举中未公开支持特朗普。他 最近参加了白宫的一次晚宴，会上特朗普高度关注商界领袖关于解决经济负担能力的建议。格里芬还指 出，随着中期选举临近，民主党人前景看好，共和党人正面临其政策带来的通胀挑战。 摘要今日周三（12月17日）亚盘时段，黄金t+d目前交投于970元附近，截至发稿，黄金t+d暂报972.40 元/克，涨幅0.42%，最高触及674.62元/克，最低下探964.00元/克。目前来看，黄金t+d短线偏向看涨走 势。 今日周三（12月17日）亚盘时段，黄金t+d目前交投于970元附近，截至发稿，黄金t+d暂报972.40元/ 克，涨幅0.42%，最高触及674.62元/克，最低下探964.00元/克。目前来看，黄金t+d短线偏向看涨走势。 【要闻速递】 城堡证券首席执行官肯·格里芬近日呼吁美国总统特朗普在美联储与白宫之间保持"距离"，此番言 ...

城堡证券（Citadel）首席执行官格里芬（Ken Griffin）呼吁美国总统特朗普要在美联储和白宫之间制 造"距离"，这凸显了投资者的焦虑，即担心总统会挑选一位亲密盟友来执掌美联储。 这位亿万富翁对冲基金经理周二在巴黎被问及白宫经济顾问凯文·哈塞特是否应该领导美联储时说 道，"总统和即将上任的美联储主席能做的最重要的举措……就是在白宫和美联储之间保持距离。" 格里芬发表上述评论之际，下届美联储主席之争已进入白热化阶段。曾在两届特朗普政府任职的哈塞特 一度成为继任者的热门人选，但最近几天他的胜率有所下降，因为有迹象表明，美国总统正在听取华尔 街资深人士的担忧，他们担心这位白宫经济学家对特朗普不够独立，并会迎合特朗普大幅降息的意愿。 哈塞特曾表示，美联储需要在不受政治压力的情况下设定利率，但他周二也表示，如果特朗普在经济政 策上有好主意，他会将其传达给央行的利率制定委员会。"总统是一位经验丰富的经济观察家，"哈塞特 说。 摩根大通首席执行官戴蒙上周暗示，他认为前美联储理事凯文·沃什将是一个强有力的人选。沃什曾在 2008年金融危机期间担任美联储与华尔街之间的联络人。 格里芬周二拒绝支持任何一位候选人，称他不认 ...

Core Viewpoint - Ken Griffin, founder of Citadel, warns that the White House must maintain "distance" from the Federal Reserve, reflecting investor anxiety over the Fed's independence amid concerns about potential political interference in monetary policy [1][2] Group 1: Concerns Over Fed Independence - Griffin emphasizes the importance of creating distance between the White House and the Federal Reserve, particularly in light of potential appointments of Trump allies to the Fed [1] - The nomination race for the Fed chair is heating up, with current chair Jerome Powell's term ending in May 2024, and concerns about the independence of potential candidates like Hassett are rising [1][2] - Wall Street executives, including Jamie Dimon of JPMorgan, express skepticism about Hassett's independence due to his previous roles in the Trump administration [2] Group 2: Political Pressures on Monetary Policy - Trump pressures the Fed to lower interest rates, advocating for a target rate of 1% despite inflation being above the Fed's 2% target [3] - The Fed has already cut rates three times this year, with the latest reduction bringing the target range to a three-year low of 3.5% to 3.75% [3] - Griffin notes that Trump is focused on business leaders' suggestions to address ongoing affordability issues that are frustrating American voters [3] Group 3: Market Implications and Policy Outlook - Griffin refrains from endorsing any specific candidate, suggesting that the decision should prioritize who can provide the greatest reassurance to global markets and American consumers [4] - Despite being a significant donor to Republican candidates, Griffin has not explicitly supported Trump in the past year and has criticized some of Trump's policies [4] - Polls indicate a significant improvement in the Democratic Party's prospects for the upcoming midterm elections, while the Republican Party struggles with the inflationary realities of its policies [4]

美联储主席热门候选人凯文·哈西特（Kevin Hassett）再度重申他坚定支持央行的独立性，似乎是回应前一天"遭特朗普身边高层 反对"这一传闻。 当地时间周二（12月16日），哈西特在接受采访时回避直接谈论自己的候选资格。但他强调，"凝聚共识"是美联储主席工作的重 要组成部分。 哈西特说道："美联储的独立性非常、非常重要，联邦公开市场委员会（FOMC）其他成员的声音同样重要。因此，推动利率变化 的方式，必须是基于事实和数据的共识。" 智通财经前一天报道提到，哈西特的候选资格曾被市场视为几乎板上钉钉，但现在却遭到一些与特朗普关系密切的高层人士的反 对。 消息人士称，这些高层人士担心哈西特与特朗普关系过于密切。当前，哈西特还担任美国白宫国家经济委员会主任。华尔街也越 来越担心，如果债券市场认为他过于听从特朗普，可能会引发市场动荡。 上周末，特朗普表示，美联储前理事凯文·沃什（Kevin Warsh）是下一任美联储主席职位的头号候选人，哈西特也很出色。这番 表态导致预测市场Kalshi上押注哈西特胜出的概率大幅下滑。 在最新的采访中，哈西特表示，他与特朗普的关系不应成为否定其资格的理由。"因为与总统关系密切、并且 ...

Group 1 - Kevin Hassett, a candidate for the Federal Reserve Chair, emphasizes the importance of the Fed's independence and consensus among committee members for rate adjustments [2][3] - Hassett's candidacy faces opposition due to concerns that his close relationship with President Trump may influence his decision-making [2][3] - The prediction market shows a shift in favor of Kevin Warsh, with a 46% probability of his nomination compared to Hassett's 39%, reflecting growing doubts about Hassett's candidacy [3] Group 2 - President Trump has been critical of current Fed Chair Jerome Powell, despite appointing him, and has called for significant rate cuts [5] - Recent employment data shows a steady upward trend, with private sector jobs increasing, although affected by government shutdowns [5] - Hassett maintains a positive outlook on employment growth through 2026, indicating confidence in the labor market [5]

Core Viewpoint - Kevin Hassett, a candidate for the Federal Reserve Chair position, emphasizes the importance of the Fed's independence and consensus-building in monetary policy decisions [1][2]. Group 1: Candidate Qualifications and Support - Hassett supports the notion that his close relationship with President Trump should not disqualify him from the Fed Chair position, arguing that collaboration with the president does not undermine his qualifications [2]. - There is growing internal resistance within Trump's advisory team regarding Hassett's candidacy, with concerns that he may prioritize presidential directives over the Fed's dual mandate of price stability and full employment [1][2]. Group 2: Market Predictions and Candidate Probabilities - As doubts about Hassett's candidacy increase, Kevin Warsh's probability of being nominated for the Fed Chair has risen to approximately 46%, while Hassett's probability has decreased to around 39% [2]. - Just a week prior, Hassett's nomination probability was as high as 77%, with Warsh at only 10% [2]. Group 3: Economic Context and Employment Data - Hassett's comments come amid the release of non-farm employment data for November and part of October, which he describes as showing a robust upward trend in private sector employment [4]. - He expresses a positive outlook on employment growth through 2026, despite acknowledging the impact of government shutdowns on employment data [4].

Group 1 - The U.S. Treasury Secretary Scott Bessent predicts a significant decline in inflation by the first half of 2026 [1] - Bessent mentioned that President Trump is expected to announce a candidate for the Federal Reserve Chair in early January, with one or two interviews possibly taking place this week [1] - Bessent highlighted that former Fed Governor Kevin Warsh and NEC Director Kevin Hassett are both "very, very qualified" candidates for the Fed Chair position [1] Group 2 - Bessent emphasized the need for an open-minded Fed Chair who can challenge the notion that economic growth leads to inflation, stating that inflation occurs when demand exceeds supply [1] - Concerns were raised about Hassett's close relationship with Trump potentially undermining the Fed's independence, but Bessent refuted this claim, asserting that individuals have the autonomy to make decisions [1] - Bessent expressed worries about the Fed's status, describing it as "a non-elected institution that has lost trust" [1] Group 3 - In economic forecasts, Bessent predicts a GDP growth rate of 3.5% for 2025 and suggests that 2026 could be a prosperous year if the government remains operational [2] - He attributes current economic pressures to "Biden inflation" but anticipates relief for Americans by early 2026, with tax refunds expected to reach $100 billion to $150 billion in the first quarter of the following year [2] - Bessent links the decline in rental inflation to border security measures, stating that rental costs have decreased due to the closure of the U.S. border [3] Group 4 - Bessent mentioned that the Supreme Court is expected to rule on tariff issues in early January, confirming that there are multiple revenue sources beyond IEEPA tariffs [3] - He committed to reducing the budget deficit by "hundreds of billions" this year [3]

白宫经济顾问哈塞特谈美联储：独立性真的很重要。 来源：滚动播报 ...

Core Viewpoint - The competition for the next Federal Reserve Chair has intensified, with Kevin Hassett and Kevin Warsh emerging as the leading candidates, influenced by recent endorsements and market predictions [5][6]. Group 1: Candidates and Predictions - Kevin Warsh has recently gained traction, with prediction markets showing his chances at 48% on Kalshi and 49% on Polymarket, while Kevin Hassett stands at 41% and 43% respectively [6]. - The shift in the competition dynamics follows Trump's indication of choosing between the two Kevins and support from influential figures like Jamie Dimon, CEO of JPMorgan [6][7]. Group 2: Concerns and Analysis - Concerns have been raised about Hassett's suitability due to his overt support for Trump's policies, which could undermine the Fed's independence and potentially disrupt the bond market [6][12]. - Analysts suggest that Warsh's candidacy may be exaggerated, as much of the support appears to come from external sources rather than Trump's inner circle [7]. Group 3: Background on Kevin Warsh - Warsh, a former Fed governor, has been a vocal critic of the Fed's involvement in social issues and has held various prestigious positions, including at Stanford University and as a partner in an investment firm [9]. - His background includes significant ties to influential financial and academic institutions, which may bolster his candidacy [9]. Group 4: Fed Independence and Policy Implications - The next Fed Chair is expected to maintain independence and credibility, especially regarding inflation, with analysts skeptical about significant policy shifts following the leadership transition [12]. - Hassett has countered concerns about his potential partisanship, suggesting that leadership roles can lead to changes in perspective [13].

港A股也遭受冲击。恒指、恒科指、国指午后跌幅进一步扩大，现跌幅均跌超2%。大型科技股、金融股悉数飘绿。 沪指、创业板指、深证成指纷纷跌超1%；富时中国A50指数期货跌幅也扩大至1.3%。 | 亚太市场 | | 更新于:12-16 14:01 | | --- | --- | --- | | 日经225 | 韩国综合 | 新加坡海峡 | | 49477.67 | 4013.35 | 4582.82 | | -690.44 -1.38% | -77.24 -1.89% | -6.35 -0.14% | | 澳洲标普200 | 印度 | MSCI台湾 | | 8598.90 | 84755.69 | 1077.86 | | -48.40 -0.56% -457.67 -0.54% -17.11 -1.56% | | | | 上证指数 | 深证成指 | 恒生指数 | | 3825.34 | 12929.97 | 25159.96 | | -42.58 -1.10% -182.12 -1.39% -468.92 -1.83% | | | 两大关键搅动市场风云：AI交易、美联储 "AI交易"重挫之下，美股隔夜跳水，亚太市场 ...