没有市场预期鸽派！影子联储主席哈塞特：美联储公布未来六个月利率路径不负责

Group 1 - The core viewpoint of the article emphasizes that it is "irresponsible" for the Federal Reserve to announce a specific path for interest rate policy over the next six months, highlighting the need for decisions to be based on economic data [3][4] - Kevin Hassett, the Director of the White House National Economic Council, believes that the Federal Reserve should continue to adjust rates cautiously while closely monitoring economic data, indicating a consensus for a rate cut this week [3][5] - The market's expectations for future Federal Reserve easing actions have decreased, with the latest predictions suggesting two rate cuts by 2026, down from three cuts anticipated a month ago [5] Group 2 - Hassett reiterated that investments in artificial intelligence could lead to a "positive supply shock" similar to the computer technology boom of the 1990s, which allowed the Federal Reserve to maintain a slightly hotter economy [4] - He noted that the bond market has "significantly improved" compared to earlier this year, with a decline in yields since 2025, although some volatility remains due to uncertainty surrounding the Federal Reserve's upcoming actions [4] - The probability of a 25 basis point rate cut at the upcoming Federal Reserve meeting is nearly 100%, as indicated by futures markets [3]