#下任美联储主席会是谁？
Trump lists "interest rate loyalty" as a core criterion, requesting that interest rates be lowered to 1% to ease the pressure of national debt, which means that the candidates' positions directly influence the direction of nominations.
The suspense surrounding the next Federal Reserve Chair: The game and changes dominated by doves.
Powell's term ends in May 2026, and the transition for the Federal Reserve Chair is entering a sprint phase, with the candidate landscape evolving from the initial "three-way contest" to a diversified game. The current top contender is former Federal Reserve Governor Kevin Walsh, who has the endorsement of Wall Street and Treasury Secretary Basant, advocating for a combination of interest rate cuts and balance sheet reduction, which aligns with Trump's policy demands and is seen as a "safe option" to maintain market discipline, keeping the nomination probability at the forefront.
Current Federal Reserve Governor Christopher Waller has gained support from the business community with his rigorous interest rate cut logic, emphasizing the independence of the Federal Reserve, making him a key candidate to balance political interference. Meanwhile, BlackRock executive Rick Riedel has emerged as a dark horse, free of political baggage and strongly supporting lowering rates to a neutral level of 3%, giving him an advantage in the Senate confirmation process.
Trump lists "interest rate loyalty" as a core criterion, requesting that interest rates be lowered to 1% to ease the pressure of national debt, which means that the candidates' positions directly influence the direction of nominations. It is reported that the nomination may be announced around the Davos Forum, with the final candidate not only determining the pace of interest rate cuts in 2026 but also reshaping the independence of the Federal Reserve and the global monetary policy landscape. The trends in U.S. stocks, bonds, and the dollar have entered a sensitive reaction period.
