Core Viewpoint - Traders are increasingly betting that the appointment of a new Federal Reserve chairman and delayed economic data will support President Donald Trump's calls for interest rate cuts [1] Group 1: Market Reactions - There is a growing demand for short-term interest rate curves linked to the Secured Overnight Financing Rate (SOFR), reflecting market expectations regarding Federal Reserve rate decisions [1] - These bets indicate that the pace of monetary policy easing may accelerate after Chairman Jerome Powell's term ends in May next year [1] Group 2: Leadership Changes - The market began positioning itself after Kevin Hassett, the director of the White House National Economic Council, emerged as a leading candidate to succeed Powell [1] - President Trump stated during a cabinet meeting that the race for the Federal Reserve chairman has "narrowed down to one person," referring to Hassett as a "potential Federal Reserve chairman" [1] - Trump indicated that a final decision will be announced early next year [1]
交易员押注美联储降息步伐将加快 为经济数据和主席人选的敲定布仓
Sou Hu Cai Jing·2025-12-03 11:20