昨夜，华尔街彻夜未眠——特朗普一纸提名，让美联储迎来40年来最鹰派的主席？还是埋下一颗"金融 内战"的雷？ 你以为美联储主席之争是政策博弈？错了，这是一场堪比《纸牌屋》的生存游戏。2024年大选刚落幕， 特朗普对踏进海湖庄园的沃什撂下一句话："你就是我的美联储主席。" 可谁敢信？14个月后，这句话才砸进现实。 "另一个凯文"哈西特几乎胜券在握。特朗普咧嘴一笑，内阁会议暗流涌动，连度假的沃什都被视为"沉 船逃命的毒贩"。 但政治没有剧本，只有心跳—— 沃什身后站着谁？雅诗兰黛帝国继承人岳父、摩根大通CEO戴蒙、华尔街传奇德鲁肯米勒…这些人脉 网，是哈西特永远拿不到的"隐形货币"。 真正的转折点藏在细节里——鲍威尔突遭刑事调查。两党震怒，哈西特因"与特朗普太近"瞬间失宠。 讽刺吗？ 曾经的优势，成了他一夜间出局的毒药。 颠覆性观点： 这场角逐根本不是"选能力"，而是特朗普对美联储的"殖民计划"。他不要独立主席，要一个"听话的降 息开关"。沃什表面鹰派，却私下向特朗普承诺降息——堪称美联储百年史上最危险的交易。 别忘了： 1970年代美联储主席阿瑟·伯恩斯为迎合尼克松疯狂放水，直接导致美国通胀失控。历史正在 押韵？ ...

Core Viewpoint - The White House National Economic Council Director Kevin Hassett indicated that President Trump is likely to keep him in his current position, which would remove him from consideration for the next Federal Reserve Chair position [1] Group 1 - Hassett mentioned that President Trump has discussed with him whether it is better for him to stay in the White House or go to the Federal Reserve [1] - Hassett believes that the banking committee will soon inform about their preferred candidate for the Federal Reserve Chair position [1] - Hassett expressed that there are many excellent candidates for the position, and the President thinks that staying in his current role may be the right choice for him [1]

Core Viewpoint - Trump is set to meet with "several" candidates for the position of Federal Reserve Chair, indicating potential changes in monetary policy leadership and direction [1] Group 1 - The meetings with potential candidates suggest a strategic approach to influence the Federal Reserve's future decisions [1] - The outcome of these discussions may have significant implications for financial markets and economic policy [1]

Core Points - Kevin Hassett is emerging as a strong contender for the next Federal Reserve Chair, posing a threat to Kevin Warsh, a former Fed governor [1][3] - The competition for the Fed chairmanship reflects Trump's typical style, with ambitious figures vying for his favor, reminiscent of his reality show "The Apprentice" [2] - Trump's dissatisfaction with current Fed Chair Jerome Powell is driving this competition, as he seeks more aggressive interest rate cuts [3] Group 1: Candidates - Kevin Hassett, 63, has shifted his stance on the Fed, becoming one of Powell's harshest critics, accusing the Fed of making decisions based on partisan interests rather than economic data [4][5] - Kevin Warsh, 55, is attempting to adjust his previously hawkish stance on monetary policy, suggesting that the Fed could cut rates more effectively by reducing its holdings of $6.2 trillion in Treasury and MBS assets [6] - Scott Bessent is in a unique position, having been privately suggested by Trump as a potential Fed Chair, with discussions about him possibly holding both the Treasury and Fed Chair positions [7] Group 2: Economic Context - Analysts note that the government's push for tax cuts without corresponding spending cuts has exacerbated fiscal deficit pressures, leading Trump's team to blame high interest rates on the Fed [3] - Trump's recent strong statements indicate that the new Fed Chair must support interest rate cuts, a more direct demand than during Powell's appointment in 2018 [3] - Bessent's views on the Fed have evolved, as he has publicly criticized Powell for being overly cautious in rate cuts due to past misjudgments on inflation [8]