就在全美即将进入圣诞假期之际，美国总统特朗普在美东时间12月17日晚黄金时段面发表电视讲话，回顾了执政近一年的成绩单，同时宣布了几项旨在缓解 民众经济焦虑的新措施。 特朗普称，自己上台后接过了拜登政府留下的烂摊子，并在过去11个月里设法降低了汽油、鸡蛋、机票和酒店等多种商品和服务的成本，同时还提高工资涨 幅，阻止了移民流入该国。 特朗普还表示，美联储新主席人选即将公布，该人选主张维持低利率政策。 种种迹象表明，候选人很可能在国家经济委员会主任哈塞特和前美联储理事沃什两者之间产生。答案即将在1月中旬揭晓。 就在全美即将进入圣诞假期之际，美国总统特朗普在美东时间12月17日晚黄金时段面发表电视讲话，回顾了执政近一年的成绩单，同时宣布了几项旨在缓解 民众经济焦虑的新措施。 特朗普称，自己上台后接过了拜登政府留下的烂摊子，并在过去11个月里设法降低了汽油、鸡蛋、机票和酒店等多种商品和服务的成本，同时还提高工资涨 幅，阻止了移民流入该国。 其中，沃什明显主张美联储保持政策独立性，倡导缩表及深化降息等改革方向，还支持自由贸易；而哈塞特支持货币宽松以刺激增长，倾向于支持降税、财 政宽松、放松监管，曾表示会更激进降息。 特朗 ...

Core Viewpoint - The speculation regarding the next chairperson of the Federal Reserve has intensified following President Trump's recent statements, with a potential announcement expected in early 2026 [1] Group 1: Federal Reserve Chairperson Selection - Trump indicated he plans to announce the new Federal Reserve chairperson in early 2026, which contrasts with Treasury Secretary Mnuchin's earlier suggestion of a timeline around Christmas [1] - The current chair, Jerome Powell, is set to see his term expire in May next year, and there is speculation he may remain on the board [1] - The candidate list has narrowed from 11 to 5, with potential candidates including Hassett, Fed Governor Waller, and Vice Chair Bowman [1][4] Group 2: Candidate Profile - Kevin Hassett - Kevin Hassett, 63, holds a Ph.D. in economics from the University of Pennsylvania and has previously served as a senior economist at the Federal Reserve and a professor at Columbia University [4] - Hassett has been a proponent of monetary easing to stimulate growth and aligns closely with Trump's economic views, advocating for tax cuts, fiscal expansion, deregulation, and low interest rates [4] - Analysts suggest that if Hassett is appointed, he may lower the federal funds rate from the current range of 3.75% to 4% to below 3% without significantly threatening the Fed's independence [4] Group 3: Market Expectations and Economic Indicators - Citic Securities emphasizes that the unemployment rate will be crucial for the Fed's decision on interest rates in December, with expectations of a potential rate cut of 25 basis points [5] - The probability of a 25 basis point rate cut in December is currently at 87.6%, reflecting a growing expectation among market participants [5]