Group 1 - The potential nomination of Kevin Hassett as the next Federal Reserve Chair raises concerns about a possible interest rate cut, which could negatively impact the US dollar [1][2] - Market reactions to Hassett's nomination rumors have been muted, possibly due to his status as a popular candidate and recent declines in Treasury yields [1][3] - The probability of Hassett's nomination has increased by 18 percentage points to 53%, while other candidates like Christopher Waller and Kevin Walsh have lower probabilities [1][2] Group 2 - The market currently downplays risks to the independence of the Federal Reserve, despite concerns about the government's desire to lower rising national debt financing costs [3][4] - Analysts believe that the future path of interest rates will primarily depend on new economic data rather than the preferences of a potentially dovish Federal Reserve Chair [3][4] - Even if Hassett is seen as less independent compared to other candidates, his traditional economic background may prevent extreme policy shifts [3][4]
53%概率!哈塞特领跑美联储主席角逐，但利空美元只是“纸老虎”?
智通财经网·2025-11-27 12:05