虽然美联储主席鲍威尔的主席任期将于 5 月结束，但其作为理事的任期将持续至 2028 年 1 月 31 日。截 至目前，他尚未明确表示是否会按照传统方式，在其主席任期结束后辞去理事职务。 无论特朗普选择谁来担任美联储主席这一决定是否已经得到美联储委员会的批准，这位候选人仍需接受 美国参议院的确认程序，之后才能正式就职。 据报道，贝森特、财政部以及白宫的官员计划在未来几周内对所有五位候选人进行新一轮的面试。由于 财政部长的日程安排较为繁忙，包括下周要参加世界银行/国际货币基金组织的会议以及随总统前往亚 洲访问，这一轮面试可能要到感恩节假期之后才能完成。 智通财经APP获悉，据周五的一则媒体报道，美国财政部长贝森特将美联储主席的候选人名单从 11 人 缩减至 5 人，并计划在向美国总统特朗普提交这份名单之前进一步缩小候选范围，这一过程可能会在感 恩节之后进行。据报道，来自财政部的高级官员透露，目前美联储的两位理事——负责监管工作的副主 席米歇尔·鲍曼和克里斯托弗·沃勒，以及美国国家经济委员会主任凯文·哈塞特、前美联储理事凯文·沃什 以及贝莱德公司首席投资官里克·里德——都在候选人名单之列。 美联储主席在制定货币政 ...

Group 1 - The global trade friction index for June 2025 is reported at 92, indicating a medium-high level, with a year-on-year decrease of 14.7% and a month-on-month decrease of 13.7% due to factors such as the extension of the suspension of "reciprocal tariffs" by the US [1] - The Trump administration is considering increasing its influence over the 12 regional banks of the Federal Reserve, including reviewing the selection process for bank presidents [1] - US Treasury Secretary Becerra stated that there are currently 11 strong candidates for the position of Federal Reserve Chair, with interviews expected to start after Labor Day and a decision anticipated in the fall [1] Group 2 - New York Fed President Williams indicated that lowering interest rates at the appropriate time is suitable, noting that current policy remains moderately restrictive [2] - The EU Commission responded to the Trump administration's threats of tariffs on foreign digital regulations, asserting its right to set digital policies independently, and is considering proposing a reduction in tariffs on US goods to ease tensions [2] Group 3 - The Dow Jones Industrial Average rose by 0.32% to 455,565.23 points, the S&P 500 increased by 0.24% to 6,481.4 points, and the Nasdaq Composite gained 0.21% to 21,590.14 points [3] - COMEX gold futures increased by 0.55% to $3,451.80 per ounce, while COMEX silver futures rose by 0.22% to $38.69 per ounce [3] Group 4 - The main contract for US oil rose by 0.96% to $63.86 per barrel, and the main contract for Brent crude oil increased by 0.75% to $67.20 per barrel [4] - The 2-year US Treasury yield fell by 6.19 basis points to 3.611%, the 5-year yield decreased by 3.84 basis points to 3.700%, the 10-year yield dropped by 2.72 basis points to 4.234%, and the 30-year yield fell by 0.10 basis points to 4.919% [4] - The US dollar index decreased by 0.04% to 98.19, with the euro to dollar rate down by 0.03% to 1.1638, while the pound to dollar rate increased by 0.16% to 1.3499 [4]