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 the Federal Reserve should base its decisions on economic data rather than pre-announcing specific interest rate paths, as stated by Kevin Hassett, the Director of the National Economic Council [1] - Hassett indicated that the current target range for the federal funds rate is between 3.75% and 4%, and there is a strong market expectation for a 25 basis point rate cut in the upcoming meeting [1] - He praised Jerome Powell for successfully coordinating opinions within the Federal Open Market Committee (FOMC) to reach a consensus on the rate cut, despite initial disagreements among members [1] 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 would allow the Federal Reserve to maintain a hotter economy [2] - He noted that the bond market has improved significantly since the beginning of the year, with a decline in yields since 2025, although some volatility remains due to uncertainty surrounding the Federal Reserve's actions [2] Group 3 - Regarding the position of Federal Reserve Chair, Hassett expressed willingness to assist if chosen, while market expectations for future rate cuts have decreased, with predictions now suggesting two rate cuts in 2026, down from three previously anticipated [3] - The market reacted negatively to Hassett's comments, with major stock indices closing lower, indicating a more hawkish tone than expected [3]