FXGT：美联储新风向显现

Core Viewpoint - The market is increasingly focused on the potential nomination of Kevin Hassett as the next leader of the Federal Reserve, which could significantly impact global interest rate expectations and financial market volatility [1] Group 1: Impact on Monetary Policy - Hassett is expected to favor accelerated interest rate cuts, which would have important implications for the forex and derivatives markets [1] - If Hassett takes over the Federal Reserve, a more accommodative monetary policy stance is anticipated to address economic growth slowdown pressures [4] - Hassett's approach to inflation management is also under scrutiny, as he has indicated a willingness to adjust rates based on economic data [7] Group 2: Market Reactions - Financial markets have begun to react to the possibility of Hassett's nomination, with the 10-year U.S. Treasury yield falling below 4%, reflecting investor positioning for rate cuts [1] - The potential for increased volatility and trading opportunities in forex markets is highlighted, particularly for carry trades and short-term fluctuations [4] - The nomination could alter the trajectory of the U.S. dollar index, further influencing global forex, precious metals, and stock market performance [9]