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谁是拉加德的“继承者”?下任欧央行行长呼之欲出
Di Yi Cai Jing· 2026-02-17 10:43
Group 1 - The survey indicates that Klaas Knot is the most likely candidate to succeed Christine Lagarde as the President of the European Central Bank (ECB), despite other candidates having stronger qualifications [1][4] - Isabel Schnabel is viewed as the most skilled candidate by economists, but not the best choice for the position [1][3] - The survey was conducted after Boris Vujcic was appointed as the ECB Vice President, marking the first step in a two-year reorganization of the ECB's Executive Board [2] Group 2 - Knot, who previously served as the Governor of the Dutch Central Bank, is followed by Pablo Hernandez de Cos and Joachim Nagel in the survey rankings [2] - The appointment of Vujcic from Eastern Europe provides a balance of candidates from Eastern and Southern Europe for Lagarde's position [3] - Economists rated the importance of various skills for the ECB President, with a degree in economics and central bank experience being deemed most critical [3] Group 3 - Lagarde has publicly praised both Knot and de Cos, highlighting their intelligence and teamwork skills [4] - Schnabel, despite being seen as highly capable, faces legal barriers due to the non-renewable nature of ECB appointments and her hawkish policy stance [5] - The competition for the ECB presidency includes candidates from Spain, France, and Italy, with Spain emphasizing the need for representation in the ECB leadership [6] Group 4 - Most respondents expect a decision on the new ECB President by the second quarter of 2027, with some anticipating an earlier agreement [7] - The resignation of Francois Villeroy de Galhau adds complexity to the selection process, potentially leading to a "big deal" involving multiple ECB appointments [7] - The political landscape in Europe may accelerate the nomination process for Lagarde's successor, with a potential announcement within 12 months [7] Group 5 - The ECB's main policy interest rate is estimated to be close to neutral, with the U.S. monetary policy remaining slightly tight [8]