#下任美联储主席会是谁？
Trump lists "interest rate loyalty" as a core criterion, demanding that interest rates be lowered to 1% to alleviate pressure on national debt, which makes candidates' positions directly influence the direction of nominations.
The suspense of the next Federal Reserve Chair: The game and changes dominated by doves.
Powell's term ends in May 2026, and the selection process for the Federal Reserve Chair enters a sprint phase, evolving from the early "three-way competition" into a diversified game. The current frontrunner is former Federal Reserve Governor Kevin Walsh, endorsed by Wall Street and Treasury Secretary Basent, advocating a combination of interest rate cuts and balance sheet reduction, aligning with Trump's policy demands while being seen as a "safe option" to maintain market discipline, keeping nomination probabilities at the forefront.
Current Federal Reserve Governor Christopher Waller has gained support from the business community with a rigorous logic for interest rate cuts, emphasizing the independence of the Federal Reserve, becoming a key candidate to balance political interference. Meanwhile, BlackRock executive Rick Riedel has emerged as a dark horse, unburdened by political ties and strongly supporting interest rate cuts to a neutral level of 3%, possessing advantages in the Senate confirmation process.
Trump lists "interest rate loyalty" as a core criterion, demanding that interest rates be lowered to 1% to alleviate pressure on national debt, which makes candidates' positions directly influence the direction of nominations. It is reported that the nomination may be announced around the Davos Forum; the final choice will not only determine the pace of interest rate cuts in 2026 but will also reshape the independence of the Federal Reserve and the global monetary policy landscape. U.S. stocks, bonds, and the dollar have entered a period of sensitive reactions.
