担心特朗普要“开了”鲍威尔，华尔街找到的完美对冲策略是这些

Group 1 - Analysts recommend buying two-year U.S. Treasury bonds and selling ten-year U.S. Treasury bonds due to potential changes in Federal Reserve leadership influenced by President Trump [1] - The theory suggests that a new Fed chair may align with Trump's push for lower interest rates, leading to lower short-term yields, while concerns over inflation could push long-term yields higher [1][3] - The market is reacting to Trump's intensified scrutiny of Fed Chair Powell, with some investors adopting strategies that benefit from the widening gap between short-term and long-term yields [3][4] Group 2 - Current economic indicators suggest a high probability of the Fed initiating rate cuts in September, with inflation metrics showing a downward trend [6] - The likelihood of Powell being dismissed by Trump is viewed as low, with legal complexities surrounding such a move [6][7] - Christopher Waller is considered a potential successor to Powell, indicating ongoing discussions about future Fed leadership [8]