改变美联储运作或评估经济的方式可能比解雇美联储主席对政策和市场产生更持久的影响。智通财经 APP获悉，美国财政部长贝森特周一表示，美联储作为一个机构需要接受全面审视，并评估其是否运作 成功。贝森特声称，美联储在没有显著通胀迹象的情况下"在关税问题上制造恐慌"，这足以成为全面审 视美联储运作的理由。他表示："我们需要做的是审查整个美联储机构，以及他们是否成功地履行了职 责。那边有一大堆博士，我都不知道他们在做什么。" 目前尚不清楚贝森特此番言论是否只是为了给美联储施加更多压力以加快降息进程(正如特朗普几乎每 天都在要求的)，还是说美国政府确实打算对美联储的运作、分析和执行机制展开正式审查。尽管过去 几周有关特朗普试图解雇鲍威尔的消息甚嚣尘上，但最新的发展——即可能改变美联储运作逻辑——的 影响可能远远超过仅仅提前结束一位主席的任期。 然而，影响美联储的思维方式、预测模型和运作方法则是另一回事。如果特朗普团队无法在FOMC中获 得更多席位，就只能尝试改变美联储的"基因"，而一场重塑思维框架、预测模式和对外传达方式的重大 审查，可能在长期产生深远影响。 目前被视为下任美联储主席热门人选的前美联储理事凯文·沃什(Ke ...

Group 1 - The White House has denied rumors of an imminent replacement for Federal Reserve Chairman Jerome Powell, stating that the decision is not urgent but the President has the authority to change his mind at any time [1] - Powell's term will end in May next year, and if a successor is announced early, it may be perceived as an attempt to establish a "shadow Fed chairman," potentially undermining the Fed's credibility as an independent institution [1] - Following the news, the dollar fell and bond yields dropped as investors reassessed the political risks and potential policy shifts facing the Federal Reserve [1] Group 2 - President Trump has been pressuring Powell for significant interest rate cuts, leading to expectations that he will appoint a more dovish new chairman [2] - Potential candidates for the position include former Fed governor Kevin Warsh, who is seen as politically savvy and has previously advised Trump against firing Powell [2] - Other candidates mentioned are Fed governor Christopher Waller, Treasury Secretary Steven Mnuchin, and White House National Economic Council Director Kevin Hassett [2]