PGIM固定收益联席首席投资官认为，哈塞特不具备足够的威信在美联储内部促成共识，因此难凭借一己之力推动快速降息。债券市场也印证了这一点。 他还强调，美联储的独立性"仍然是投资者的一个主要关切点"。 Peters的核心论点在于，美联储主席的个人意志并不能完全主导货币政策的走向。由于利率决策由联邦公开市场委员会（FOMC）通过投票决定，主席 需要有足够的能力在委员会内部建立共识。 "他在委员会内部是否拥有推动共识的信誉？"Peters在接受媒体采访时提出质疑，并给出了自己的判断： "我们不知道答案。但我认为他不具备那种信誉。我想这就是债券市场正在告诉你的信息。" 据媒体此前报道，包括美国财政部借款顾问委员会成员在内的债券投资者，已就哈赛特可能被任命为美联储主席一事向美国财政部表达了担忧。 面对外界的质疑，哈赛特本周进行了反驳。他援引一次强劲的美国国债拍卖结果，作为市场并未因他可能接任的传闻而感到恐慌的迹象。他本人对其获 得提名的可能性则保持低调。 近日，PGIM固定收益公司的联席首席投资官Gregory Peters在接受媒体采访时警告称， 即便现任白宫国家经济委员会主任哈赛特最终被任命为下一届 美联储主席，他可 ...

【PGIM基金经理：市场对哈塞特担任美联储主席存在疑虑】PGIM Fixed Income联席首席投资官 Gregory Peters表示，凯文·哈塞特即便被批准出任下一任美联储主席，也可能无法如美国总统唐纳德·特 朗普所希望的那样快速降息。 ...

Group 1 - The core viewpoint of the articles highlights the significant rise in gold and silver prices due to increased safe-haven buying amid the U.S. government shutdown, with gold reaching a historical high of $3892.60 per ounce and silver hitting a 14-year high [1][3] - The U.S. government shutdown, the first in nearly seven years, is expected to disrupt the jobs of hundreds of thousands of Americans and interrupt many public services, potentially leading to economic impacts such as a spike in unemployment rates [1] - The ADP report indicated a decrease of 32,000 jobs in the U.S. private sector for September, which was significantly below the market expectation of an increase of 52,000 jobs, further supporting the bullish sentiment in the gold and silver markets [1] Group 2 - The technical analysis for December gold futures shows that bulls have a strong overall recent technical advantage, with the next upward target being to break the solid resistance level of $4000 [2] - The silver futures for December delivery also saw an increase, closing at $47.41 per ounce, reflecting a rise of 1.24% [3] - Goldman Sachs predicts that gold prices will further increase by 6% to reach $4000 per ounce by mid-2026, driven by strong structural demand from central banks and the Federal Reserve's accommodative policies [1]

Core Viewpoint - The Federal Reserve Chairman Jerome Powell dampened market expectations for more aggressive rate cuts, leading to a decline in U.S. Treasury bonds for the first time since mid-August [1] Group 1: Market Reaction - U.S. Treasury yields rose by 1 to 3 basis points across various maturities, continuing the upward trend initiated after the Fed's 25 basis point rate cut announcement on Wednesday [1] - The benchmark 10-year U.S. Treasury yield increased slightly to 4.12%, marking the highest level in two weeks [1] Group 2: Fed's Policy Stance - Powell indicated that policymakers will decide on future monetary policy in a "meeting-by-meeting" manner, which suppressed market expectations for rapid rate cuts [1] - Despite the Fed's recent rate cut, the interest rate swap market still leans towards the belief that the Fed will implement two more rate cuts this year [1] Group 3: Market Sentiment - Prior to the Fed meeting, the bond market exhibited extreme optimism in both sentiment and positioning [1] - The recent sell-off ended a period of rising U.S. Treasury prices, which had been driven by bets on quick reductions in borrowing costs due to signs of weakness in the labor market, despite inflation remaining above the Fed's target [1]