中金：哈西特若成为美联储主席或使美债利率和美元先下后上

Group 1 - The core viewpoint is that if Hasset becomes the new Federal Reserve Chairman, it could lead to a temporary decline in U.S. Treasury yields and the dollar, ultimately benefiting U.S. stocks [1] - The timeline indicates that Trump will announce the new chairman nomination in early 2026, and Hasset must first be nominated as a Federal Reserve Governor and confirmed by the Senate before becoming Chairman [1] - The first quarter of next year is critical for market expectations following the new chairman's nomination, with potential for U.S. Treasury yields and the dollar to decline if Hasset adopts a dovish stance [1] Group 2 - If Hasset's dovish stance does not raise concerns about the Fed's independence, expectations may align with the recovery of the U.S. economy, leading to a potential increase in U.S. Treasury yields and the dollar [1]