Group 1 - The core message emphasizes that "expectations" are more valuable than "results," particularly in the context of Trump's upcoming Federal Reserve chair nomination [1] - Market sentiment is currently influenced by the anticipation of a rate cut in December, with Trump needing to create a new narrative to drive market emotions [1] - Hassett's comments suggest that the market reacted positively to rumors about Trump's potential nominee, indicating a successful bond auction and declining interest rates [1] Group 2 - Hassett's strategic communication implies that the announcement of the nominee may not be immediate, with a possible timeline around the Christmas window (December 20-25) [2] - The leading candidate for the nomination is Hassett himself, who aligns closely with Trump's views and could stimulate market reactions [2] - Other potential candidates include Fed governors Waller and Bowman, former Fed governor Kevin Walsh, and BlackRock executive Reed, with Reed being a particularly intriguing choice for Wall Street [2]
特朗普，凌晨发声
Sou Hu Cai Jing·2025-12-01 00:54