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lite.cnn.com - on gopher - inofficial | |
ARTICLE VIEW: | |
Trump made his MAGA Fed pick. His next choice will be far more | |
consequential | |
By Bryan Mena, CNN | |
Updated: | |
5:00 AM EDT, Sat August 9, 2025 | |
Source: CNN | |
President Donald Trump recently nominated one of his economic advisers | |
to the Federal Reserve’s top ranks, but his next choice will be far | |
more consequential. Plans for picking the next Fed chair are already | |
taking shape. | |
Trump on Thursday to temporarily fill a vacant seat on the Fed’s | |
Board of Governors, though he still needs to be confirmed by the | |
Senate. | |
Meanwhile, the Trump administration has also been interviewing | |
candidates for an even more powerful role: Fed chair. The current | |
chair, Jerome Powell, has long drawn Trump’s ire for his refusal to | |
acquiesce to the president’s demands to lower interest rates — and | |
his term expires in May. | |
Just this past week, Trump’s search for who will steer the world’s | |
most powerful central bank next year took various twists and turns. It | |
shows Trump is leaving no stone unturned, especially considering he has | |
repeatedly said he’s regretful of his nomination of Powell. | |
Trump said he is for the job. Meanwhile, Christopher Waller, a current | |
Fed governor, unexpectedly gained ground with the president’s inner | |
circle, according to people familiar with the matter. And two | |
Republicans named Kevin — former Fed governor Kevin Warsh and White | |
House economist Kevin Hassett — remain on Trump’s shortlist. It’s | |
also possible that Miran, if he’s confirmed, ends up impressing the | |
president so much that he is elevated to lead the Fed. | |
The on Friday reported that Trump expanded his list of potential picks | |
for Fed chair, now including former St. Louis Fed president James | |
Bullard. | |
“It’ll be interesting to see how this all plays out because the two | |
Kevins are certainly quite viable, but Waller might be the one that the | |
market forces as a choice,” said Derek Tang, an economist at research | |
and consulting firm LH Meyer/Monetary Policy Analytics. | |
Brownie points for Waller | |
Waller was appointed to the Fed’s board by Trump in 2020, and until | |
recently, he had built a reputation for being a key messenger on the | |
Fed’s policy moves. | |
After the Fed hiked interest rates aggressively to tame inflation in | |
2022 and 2023, investors listened closely to Waller’s speeches for | |
clues on when central bankers might finally begin lowering rates | |
instead. Fed officials have a tradition of giving Wall Street a | |
heads-up on what they plan to do with rates through their public | |
engagements, known as “forward guidance.” | |
In recent months, Waller has chosen to set himself apart from the rest | |
of the Fed’s rate-setting committee of 12 voting members. | |
Last month, Waller was one of two Fed governors who dissented on the | |
Fed’s latest decision to , instead backing a rate cut. That was the | |
first time since 1993 that more than one Fed governor dissented on a | |
policy move. | |
In explaining his dissent, Waller said that “tariffs are one-off | |
increases in the price level and do not cause inflation beyond a | |
temporary increase” and that the Fed should step in with a rate cut | |
to prevent the labor market from falling off a cliff. | |
When pitching Waller to the president, Trump’s advisers repeatedly | |
referenced Waller’s dissent, according to people familiar with the | |
matter. The dissent undoubtedly boosted Waller’s chances for Fed | |
chair, the sources said. | |
The battle of the Kevins | |
When Trump was threatening to sack Powell in the spring, Kevin Warsh as | |
a potential replacement. National Economic Council Director Kevin | |
Hassett eventually joined him on the list of potential Fed chairs. | |
Warsh, a longtime Trump ally, has said the president’s expansive | |
tariffs won’t stoke inflation — a stance that’s at odds with the | |
general consensus among economists. During a speech in Stanford, | |
California, in May, Warsh said the Fed would be to blame if it can’t | |
combat the persistent impacts of tariff-induced inflation. | |
“The president clearly trusts Kevin Warsh and thinks highly of him, | |
and as I understand it, his in-laws are close with the Trump family, so | |
there’s a personal connection there,” said Brian Gardner, chief | |
Washington policy strategist at investment firm Stifel. (Warsh is | |
married to billionaire Jane Lauder, granddaughter of Estée Lauder, the | |
late cosmetics industry mogul.) | |
Warsh was previously under consideration for Fed chair during Trump’s | |
first term, but Powell was ultimately chosen on advice from | |
then-Treasury Secretary Steven Mnuchin. | |
But before Waller’s dissent drove up his stock with Trump, Hassett | |
was seen as a front-runner for Fed chair. | |
Hassett, a PhD economist with a long track record of supporting | |
Republican politicians, has been a key supporter of Trump’s sweeping | |
economic agenda. | |
For example, Hassett — like Warsh — has vehemently defended | |
Trump’s tariffs. In early April, when Trump massive tariffs hikes, | |
Hassett ABC News: “I don’t think that you’re going to see a big | |
effect on the consumer in the US,” because countries will be | |
negotiating trade deals with the administration. | |
“People assume Hassett is eventually going to be nominated because | |
he’s at the White House and he definitely scores very highly on | |
loyalty, having been with Trump since his first administration,” Tang | |
said. “Trump probably feels like he can trust him.” | |
Both Warsh and Hassett have said the Fed should remain independent. | |
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