瑞穗证券:“哈塞特”效应或令美元承压
Sou Hu Cai Jing·2025-11-26 03:28
Core Viewpoint - The potential for a Federal Reserve interest rate cut has significantly increased, leading to a stable dollar, but the nomination of Hassett as the next Fed chair has caused a decline in the dollar's exchange rate [1] Group 1 - Analysts note that the market does not seem to question the independence of the Federal Reserve, with support for a December rate cut from officials like Williams, Waller, and Daly [1] - The "Hassett effect" may cast a shadow over the dollar, as investors are digesting the political implications of his potential appointment [1] - The risk of dollar depreciation remains high as long as the perception of political compliance in the Fed chair appointment is not eliminated [1]