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美联储主席选拔进入最后阶段 贝森特称特朗普可能圣诞前定人选
智通财经网· 2025-11-25 15:05
智通财经APP获悉,美国财政部长贝森特周二表示,总统特朗普预计将在圣诞假期前决定下一任美联储 主席人选。他在接受专访时透露,仍有一场关键的二轮面试将在今天进行,因此暂不准备对最终人选作 出任何判断。他再次强调,特朗普可能在12月25日前公布提名决定。 贝森特透露,在面试候选人的过程中,一个核心主题就是"如何让美联储变得更简单"。他表示,如今的 美联储在管理货币市场时已变得过于复杂,"我意识到美联储已经演变成一个非常复杂的机构",因此在 遴选标准中,他特别关注候选人对于美联储各类政策工具之间相互作用的理解。他说:"我们在面试中 特别强调,这些工具之间的计算方式到底是怎样的,它们之间的关系是什么。" 外界普遍认为的最终候选名单包括:美联储理事沃勒、鲍曼,前美联储理事沃什,国家经济委员会主任 哈塞特,以及贝莱德高管里德尔。 贝森特指出,美联储目前采用所谓"充裕准备金"的操作框架,通过持有大量美国国债来控制政策利率, 并向银行在美联储的超额准备金支付利息,同时也向货币市场基金在临时放置现金时支付利息。他认为 这一框架正在出现"边缘松动"的迹象,"看起来系统内的准备金可能没有想象中那么'充裕'"。 为确保流动性充足,美 ...
斗争激烈升级,特朗普的大漂亮法案将剧烈冲击市场!?
Sou Hu Cai Jing· 2025-07-01 10:24
Group 1 - The "One Big Beautiful Bill Act" is a significant tax and spending legislation proposed by Trump, seen as an extension and upgrade of his first-term tax policies, aiming to fulfill campaign promises and adjust Biden's policies [1][5] - The Senate passed the procedural vote for the bill with a narrow margin of 51-49, indicating a divided Republican party with some dissenting voices [2][3] - The bill includes provisions to raise the debt ceiling by $5 trillion, which critics argue could lead to unsustainable debt levels and potential economic repercussions [4][5] Group 2 - The updated version of the bill softens cuts to Medicaid and increases state and local tax deduction limits, while tightening conditions for renewable energy tax credits [5][9] - The bill is projected to reduce the deficit by $5.11 trillion over ten years and aims to lower the national debt to 94% of GDP by 2034, contrasting with Biden's plan of 117% [5][9] - Concerns have been raised about the potential increase in national debt by over $3.3 trillion and the impact on investor confidence in U.S. fiscal health, which could affect the bond market and dollar stability [9][10]