来源：环球市场播报 美国总统唐纳德·特朗普表示，将于当地时间周五上午（北京时间周五晚间）宣布美联储主席的提名人 选，这标志着长达数月的遴选过程结束，这一过程引发投资者对这家全球最具影响力中央银行未来的猜 测。特朗普在周四晚间的一次活动中被问及何时宣布决定时，他回答说："明天早上。" ...

四位候选人各有明显短板：里德尔凭借华尔街资历与美联储改革构想获得特朗普关注，但他从未在美联 储任职，主张将基准利率下调至3%，但贝莱德的任职背景可能引发其支持者对"全球主义"的质疑；哈 塞特曾是热门人选，却因特朗普希望其留任白宫而暂时淡出视野，且提名白宫国家经济委员会主任或将 引发外界对美联储独立性的担忧；沃勒作为美联储内部人士，市场对其是否愿意推动特朗普期待的政策 改革存在疑问；沃什过往长期持鹰派立场，虽近期表态转向鸽派，但市场对其立场稳定性仍存顾虑。 当地时间1月27日，美国总统特朗普在爱荷华州公开讲话中抨击现任美联储主席鲍威尔为"一位糟糕的美 联储主席"，称鲍威尔试图维持高位利率，并表示将很快宣布新任美联储主席人选。 特朗普曾在2017年任命鲍威尔担任美联储主席，后续却因鲍威尔未采纳其降息建议而多次公开批评对 方。白宫新闻秘书莱维特此前表示，将在适当时间公布新任人选，目前外界猜测宣布时间可能同步于本 周美联储1月决议公布窗口，以转移市场对美联储维持利率不变的注意力。 此前美国财政部长贝森特曾透露，特朗普或最早在1月26日当周公布人选。据预测平台Polymarket数 据，截至1月27日，贝莱德全球固定收 ...

Core Viewpoint - Rick Rieder, an executive at BlackRock, is emerging as a leading candidate to succeed Jerome Powell as the next Chair of the Federal Reserve, with Powell's term set to expire in May next year [1] Group 1 - Rieder has been in discussions with Treasury Secretary Scott Bessenet for two hours regarding monetary policy, the structure of the Federal Reserve, and regulatory policies [1] - Bessenet has interviewed four out of eleven publicly listed candidates for the Federal Reserve Chair position and noted that the selection process is still ongoing [1] - The candidate list is expected to expand by one or two additional names [1] Group 2 - Rieder is one of the most senior executives at BlackRock, overseeing the company's fixed income business [1] - He joined BlackRock in 2009 after nearly 20 years at Lehman Brothers [1]

Core Viewpoint - The selection process for the next Federal Reserve Chair has begun, with 11 strong candidates identified by Treasury Secretary Mnuchin, and the final decision will be revealed in the fall of this year [1][3][7]. Candidate Selection Process - Mnuchin will conduct interviews with the candidates after Labor Day and will present three to four final recommendations to President Trump [1][3]. - The selection process involves both professional qualifications and personal trust, as Trump is already familiar with some candidates while others are unknown to him [3]. Market Implications - The new Federal Reserve Chair is expected to signal a shift in monetary policy, potentially moving away from Jerome Powell's approach and returning to the Fed's core mission [5][7]. - The phrase "return to core mission" suggests a focus on inflation control, employment, or reduced intervention in financial markets, indicating a likely change in policy style under the new chair [5][7]. Timing and Transition - Powell's term ends in May next year, and the selection process aims to ensure a smooth transition without disruption to monetary policy [5][7]. - The upcoming months are critical for market participants as the new chair's policies could significantly impact global market trends [7].

Core Points - The Federal Reserve is considering two vice chairs, Michelle Bowman and Philip Jefferson, along with Dallas Fed President Lorie Logan, as potential candidates for the next Fed Chair position [1] - Treasury Secretary Becerra will interview more candidates in the coming weeks, with Trump expected to announce the final choice this fall [1] - Other candidates under consideration include Kevin Hassett, Christopher Waller, Marc Sumerlin, Kevin Warsh, and James Bullard [1] - Trump recently nominated Stephen Miran to fill the remaining term of Adriana Kugler as a Fed governor, which ends in January [1] - The Trump team is not in a hurry to finalize the Fed Chair selection process, as Becerra will interview all candidates and provide a shortlist for Trump to consider [1]

Core Viewpoint - The Trump administration is expanding the list of candidates for the Federal Reserve Chair position, considering several current and former officials, with a decision expected in the fall [2][3]. Candidate Background - The potential candidates for the Federal Reserve Chair include Michelle Bowman, Philip Jefferson, Lorie Logan, Kevin Hassett, Christopher Waller, Kevin Warsh, James Bullard, and Marc Sumerlin [4]. - Michelle Bowman was appointed to the Federal Reserve by Trump in 2018 and currently serves as Vice Chair for Supervision. She has advocated for a 25 basis point rate cut [5]. - Philip Jefferson, nominated by Biden, has received bipartisan support and would be the first Black Federal Reserve Chair if selected. He has supported maintaining current interest rates [5]. - Lorie Logan, appointed as Dallas Fed President in 2022, has also supported keeping rates unchanged and emphasized the need to guard against tariff-driven inflation [5]. Candidate Discussions - Kevin Hassett has discussed the Federal Reserve Chair position with Trump, while Kevin Warsh was previously considered for the role in 2017 [6]. - James Bullard recently stepped down as St. Louis Fed President and has expressed interest in the Chair position [6]. - Marc Sumerlin, who has no prior Federal Reserve experience, has been involved in economic consulting and has connections with Scott Bessent [6]. Federal Reserve Vacancies - The Federal Open Market Committee (FOMC) consists of seven Federal Reserve governors, the New York Fed President, and four rotating members from the other 11 regional Fed banks [7]. - Trump has nominated Stephen Miran for a vacant seat on the Federal Reserve Board, which will expire at the end of January next year [7]. Appointment Process - The Trump team is not in a rush to finalize the Federal Reserve Chair selection, as Miran's nomination is pending Senate confirmation [8]. - Trump has criticized the current Federal Reserve Chair, Jerome Powell, and the next monetary policy meeting is scheduled for September 16-17 [9].