【若非降息阵营根本不会被考虑 利率交易员瞄准沃什时代美联储鸽派转向】美国总统特朗普提名凯文·沃什出任美联储主席后，短期利率投资者采取对冲策略，防范今年政策宽松程度可能超出当前市场普遍预期的风险。自提名宣布以来，与隔夜担保融资利率（SOFR）挂钩的期权资金流向显示，市场押注沃什在6月美联储会...

Core Viewpoint - The nomination of Kevin Warsh as the Federal Reserve Chair by President Trump has led short-term interest rate investors to adopt hedging strategies to mitigate risks associated with potential policy easing exceeding current market expectations [1] Group 1 - Following the announcement of Warsh's nomination, there has been a notable shift in the flow of options linked to the Secured Overnight Financing Rate (SOFR), indicating market bets on a more dovish policy direction post his appointment [1] - Swap traders are anticipating a 25 basis point rate cut in July, with expectations for an additional cut by the end of the year [1]