7月15日，美财长贝森特宣布美联储主席遴选程序启动，特朗普政府首次明确此进展。贝森特警告鲍威尔卸任后不宜留任理事，避免影响新主席决策。特朗普多次抨击鲍威尔不降息，考虑任命“影子主席”施压。摩根大通CEO戴蒙警告政府勿干预美联储独立性。特朗普曾考虑罢免鲍威尔，引发金融市场恐慌。
据券商中国消息，当地时间7月15日，
美国财长贝森特表示，下一任美联储
的遴选程序已正式启动。这是
政府首次明确宣布这一进展。
贝森特指出，这是美国
的决定，一切将按照他的速度推进。贝森特会参与关于美联储
对于鲍威尔卸任美联储
主席后可能继续留在美联储理事会的猜测，贝森特警告称，这种安排会“令市场感到困惑”，并指出“美联储主席
通常在卸任时会一并辞去理事职位”。
这意味着，一旦换帅落地，不排除鲍威尔将完全退出美联储系统，以避免未来
在决策中“受到前任影响”的制度尴尬。
贝森特还强调了关注通胀趋势而不是关注单个数据点的重要性。“我不会过分强调单一的通胀数字。”贝森特表示，关注趋势很重要，美国通胀趋势“并未加速”。
当地时间7月14日，
再次猛烈抨击鲍威尔不降息的决定。他在白宫表示：“我们的美联储
很糟糕，真的很糟糕。我已经试着对他客气了，但没用。”“我们（的利率）应该处于1%。我们应该低于1%。
According to news, on July 15th local time,
On its social media platform “Real Social,” it was announced that the inflation rate is low, and the Federal Reserve should cut interest rates by three percentage points, saving a trillion dollars in one year.
On July 10th local time, the United States
On its social media platform “Real Social,” urged the Federal Reserve
According to the American Consumer News & Business Channel,
Powell, before his departure next year, appointed a “shadow” to pressure the Fed, forcing it to cut interest rates.
On July 15th local time, JPMorgan Chase CEO Jamie Dimon publicly warned the U.S. government not to interfere with the Fed’s work, emphasizing the importance of central bank independence.
In a conference call following the release of Morgan Stanley’s financial report, Dimon told the media:
I believe the independence of the Fed is absolutely crucial, not only for me, but also for the current Fed Chairman, Jay Powell, and for the next Fed Chairman if they interfere with the Fed, it could have unintended consequences.
Dimon became the first major financial institution leader in the United States to publicly respond. Although many on Wall Street privately worry about political pressure weakening the credibility of the Fed, no one has publicly expressed such concerns before.
Trump challenged the independence of the Fed, repeatedly hinting at the possibility of removing the current Fed Chairman Jerome Powell.
Wang Ziben, a senior researcher at Taihe Think Tank and former vice president of the China Institute of International Studies, told Daily Economic News (referred to as “Daily Economic News”) that declaring the removal of Powell quickly sends a signal to the market that the dollar is “doomed,” causing panic in the financial markets. The loss of independence by the Fed is the first domino to fall in the collapse of the dollar hegemony, equivalent to a nuclear bomb aimed at the credit of the dollar.
The independence of the Federal Reserve has been a core principle of the American financial system since its establishment in 1913. If Powell were to be forcefully removed, it would be the first time in a century that this tradition is broken, rendering the Federal Reserve a political tool and weakening its professionalism and credibility.
Furthermore, according to news reports on July 14th, local time, as government officials intensify their criticism of the Fed’s operations, Fed Chairman Jerome Powell has requested the Bank of England’s Comptroller General to review the costs associated with the renovation project at the Fed headquarters building.
On July 13th, U.S. White House Economic Advisor Larry Kudlow openly declared in a media interview that he has the authority to fire Federal Reserve Chairman Jerome Powell. He also accused the Fed of “having a significant responsibility” for the overspending on its Washington headquarters renovation project.
Whether or not Powell will be fired due to an “overspend of $700 million” will largely depend on the Fed’s response to Russell Wallace, the Director of the Office of Management and Budget, who has asked for an inquiry into the matter.
It is worth noting that on July 3rd, local time, U.S. Treasury Secretary Steven Mnuchin stated there are many excellent candidates for the next Fed chairmanship, with work starting in the fall.
Previously, according to The Wall Street Journal on June 25th, the United States is considering nominating the next Fed Chairman ahead of schedule, with Powell serving his current term of 11 months.
Considering selecting and announcing the successor before September or October, “and the anger towards Powell could lead him to announce his successor earlier this summer.”
Considering former Fed Governor Kevin Warsh and the head of the White House National Economic Council, Kevin Hassett.
Moreover, insiders revealed that Treasury Secretary Steven Mnuchin is being considered as a potential candidate; other contenders include World Bank President Manmohan Singh and Fed Board member Christopher Ruppenthal.