【分析师：若特朗普任命过于听话的美联储主席，债市将迅速惩罚美国】对冲基金Picton Investments的CEO表示，如果美国总统唐纳德·特朗普任命一位被视为过于顺从的美联储主席，债券市场将迅速“规训”美国；而贵金属仍是对冲政治波动的好工具。“Truth Social上发帖的数量，与...

Core Viewpoint - The CEO of Picton Investments warns that if President Trump appoints a Federal Reserve chair perceived as too compliant, the bond market will quickly "discipline" the U.S. [1] Group 1: Market Reactions - The bond market is expected to react negatively to a Federal Reserve chair who is seen as overly submissive to political pressures [1] - Precious metals are highlighted as effective hedges against political volatility [1] Group 2: Social Media Influence - There is a noted correlation between the volume of posts on Truth Social and the trends in what is termed "debasement trade," which includes investments in gold, silver, and commodity-based hedging strategies [1]