Workflow
贝森特:美国利率水平应比当前低150到175个基点,对美联储主席人选“广撒网”至11位
美股IPO·2025-08-13 14:18

Group 1 - The core viewpoint is that the Federal Reserve may begin a series of interest rate cuts sooner than expected, with a significant possibility of a 50 basis point cut in September [2][3] - Current models suggest that the Federal Reserve's interest rates should be 150 to 175 basis points lower than the current levels [3] - There is an ongoing evaluation of candidates for the Federal Reserve chair position, with a wide net being cast for potential nominees, including both public and private sector individuals [5] Group 2 - The U.S. Treasury is considering changes in its approach to debt issuance, including the issuance of short-term Treasury bills to supplement fiscal cash [7] - The overall yield curve in the U.S. may shift downward, reflecting the credibility of the U.S. Treasury and the Federal Reserve, with a noted decline in the 10-year Treasury yield [6] - There is a push for legislation regarding a single stock trading ban, with current proposals being described as not "perfect" and extending to the Treasury [8]