来源：金融界AI电报 纽约基础设施资本管理公司首席执行官Jay Hatfield指出，米兰担任美联储临时理事有些不太寻常，因为 他曾是总统经济顾问委员会主席，并发表过一些有争议、甚至难以自圆其说的言论，比如强迫人们购买 国债。但我认为这不会影响他美联储理事的职责。这个职位并不那么理想，担任短期理事并不是特别吸 引人的机会。这个决定相当务实，因为很难从私营部门挖人来干这么短的任期。外界关注焦点还是集中 在美联储主席提名上，但米兰的加入将会对鲍威尔施加更多降息压力。 ...

据悉，斯蒂芬·米兰曾在特朗普第一任总统任期内担任美国财政部经济政策高级顾问，并拥有哈佛大学经济学专业的博士学位。 当地时间8月7日，美国总统特朗普表示，已选定现任白宫经济顾问委员会主席斯蒂芬·米兰接替刚刚空出的美联储理事席位，任期至2026年1月31日。特朗普 还称，将继续寻找长期的美联储职位替代者。 8月1日，美联储发表声明称，美联储理事库格勒将辞去美联储理事的职位，于本月8日正式卸任。库格勒的理事任期原定于明年1月结束，其提前离职使得美 国总统特朗普可提前几个月对美联储董事会进行新一轮人事任命。 ...

特朗普称，可能在未来几天任命美联储理事Kugler的继任者，他心中已有几个人选。 ...

Group 1 - Federal Reserve Governor Adriana Kugler announced her resignation effective August 8, creating a significant vacancy within the Federal Reserve Board [2][4] - Kugler was appointed by former President Biden in September 2023 and was the first Hispanic member of the Federal Reserve Board [2] - Her departure may impact the timeline for the succession process of current Fed Chair Jerome Powell, whose term ends in May 2024 [4] Group 2 - The recent FOMC meeting saw dissent within the Federal Reserve, with Governors Waller and Bowman voting against the decision to maintain interest rates, advocating for a 25 basis point cut [4][5] - This dissent marks a rare occurrence, as it is the first time since December 1993 that two governors formally opposed the FOMC's decision [5] - Recent labor market data showed a significant slowdown, with July non-farm payrolls increasing by only 73,000, well below the expected 115,000, and the unemployment rate rising to 4.2% [5]

Core Viewpoint - The resignation of Federal Reserve Governor Adriana Kugler creates a significant vacancy within the Federal Reserve, potentially impacting future appointments and the timeline for the succession of current Chairman Jerome Powell [1] Group 1: Resignation Details - Adriana Kugler announced her resignation from the Federal Reserve Board, effective August 8, ahead of her term's original end date of January 31, 2026 [1] - Following her departure, Kugler will return to Georgetown University as a professor [1] Group 2: Implications for Federal Reserve Leadership - Kugler's early exit may disrupt the timeline surrounding the succession process for Chairman Jerome Powell, whose term ends in May next year [1] - President Trump has previously indicated intentions to dismiss Powell, advocating for significantly lower interest rates [1] - Trump has the authority to nominate a new Federal Reserve Governor to fill Kugler's vacancy, with speculation that he may choose a potential future chairman for this position [1]