美元:五位出色的美联储主席候选人 - 德国商业银行
财政部长斯科特·贝森特(Scott Bessent)已宣布美联储主席鲍威尔(Powell)的五位最终候选人,德国商业银行(Commerzbank)外汇和商品研究主管阮翠兰(Thu Lan Nguyen)指出。

财政部长斯科特·贝森特(Scott Bessent)已宣布美联储主席鲍威尔(Powell)的五位最终候选人,德国商业银行(Commerzbank)外汇和商品研究主管阮翠兰(Thu Lan Nguyen)指出。

贝森特公布下一任美联储主席候选人名单

“候选人包括现任美联储理事克里斯托弗·沃勒(Christopher Waller)及其董事会同事米歇尔·鲍曼(Michelle Bowmann),前美联储理事凯文·沃什(Kevin Warsh),白宫经济顾问凯文·哈塞特(Kevin Hasset)以及黑石集团高管里克·里德(Rick Rieder)。名单上没有意外,这些名字在最近几周被反复提及。因此,市场迄今未作出反应。”

“然而,也应该明确的是,美国总统可能只会选择一个他可以确保忠诚的候选人。在当前环境下,这意味着支持大幅降息的人。考虑到美国联邦储备委员会已经开始降低利率,这在目前似乎并不相关。预计本周还会有进一步的举措。”

“但正如我过去强调的,只有当美联储在其两个任务——通胀和劳动力市场之间出现困境时,政治化才会变得明显。我们预计,随着通胀持续上升,这种情况将在未来几个月内发生,这将导致美元面临更大的压力。”

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