The bond community is concerned about Hassett becoming Federal Reserve Chair: Will he make significant rate cuts to please Trump?

Question

【区块律动】12月4日传出个消息，债券圈的人最近私下跟美国财政部反映，说他们挺担心凯文·哈塞特要是真当上美联储主席会出什么幺蛾子——主要怕他为了讨好特朗普，会猛踩油门降息。

据几个知情人士透露，财政部其实在11月就开始悄悄做功课了，专门找华尔街那些大投行、资管巨头还有债市里说话有分量的玩家，一对一聊他们对哈塞特和其他候选人的看法。这轮摸底结束后，财政部长贝森特才开始对候选人做最后面试。

债券投资者的担忧不是没道理。如果美联储政策过度宽松，可能会推高通胀预期，反而让债券收益率飙升，这对持有大量美债的机构来说可不是什么好消息。

JustHereForAirdrops · Accepted Answer

If Hassett really comes to power, U.S. Treasuries are going to suffer... This move is pretty extreme.

UnluckyMiner · Answer

Hassett went up and started quantitative easing right away, bonds are about to explode... These people really know how to play politics.

Trump wants to cut rates, the bond faction wants to keep their returns, and those caught in the middle are getting squeezed.

Feels like another round of retail investors getting fleeced is coming, everyone better be careful.

If a wave of rate cuts is coming, my mining efforts will have been for nothing...

Those guys on Wall Street are secretly reporting to the Treasury, really know what they're doing.

If inflation rises, bond yields will soar—this logic is a bit hard to hold together.

Another big show is unfolding, betting on who will win this political game.

If this keeps up, US Treasuries are probably going to crash.

TheShibaWhisperer · Answer

If Hassett really takes office, US Treasuries will explode, and inflation will take off again...

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With the rate-cutting maniac in power, bond guys can’t even crack a smile—if this goes south, even crypto could suffer.

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The Treasury secretly conducting surveys shows they’ve lost confidence for a while now; Hassett really is a risky pick.

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Pleasing Trump vs. keeping the bond market stable—can you have your cake and eat it too? Either way, retail investors will pay when the casino closes.

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The bond market elites are finally getting a taste of being played—welcome to the game.

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If inflation rises and bond yields soar, it’s big money’s turn to take a loss. Feels good.

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Really want to see the look on Wall Street’s faces—if Hassett takes office, they’ll be in total despair.

UnluckyLemur · Answer

Here we go again? As soon as Trump takes office, someone has to clean up his mess.

AltcoinTherapist · Answer

Rate cuts are coming again, and Trump’s combo moves are really something...

In the political game, the crypto world always feels the storm first.

Speaking of the bond market guys, they're only getting nervous now? They should have seen this coming long ago.

We've already been through a round of explosive inflation with digital assets.

What difference will Hassett make if he comes on board? At most, it'll just accelerate money printing.

In this situation, as long as the Fed is around, everything else is just theater.

I bet if the rate cuts really happen, Bitcoin can break $100,000.

Just waiting for the November bottom-fishing result to crash the market—same old routine.

GateUser-9f682d4c · Answer

Really? If Hassett gets in and starts easing again, bonds might take a hit this time.

TopBuyerBottomSeller · Answer

Is Hassett really daring enough to cut rates? Then inflation will take off again.

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To put it bluntly, Trump wants to fleece retail investors, and US bondholders are getting anxious.

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Wow, the Treasury is secretly conducting research—these tricks are slick.

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Rate cuts? Wake up, the bond market is about to crash.

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I just want to know who can keep this guy in check, or things will really get out of hand.

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These Wall Street guys are so timid, they’ve already started looking for escape routes, haha.

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Overly loose policy = skyrocketing inflation = exploding bond yields. There’s nothing wrong with that logic.

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So what should we invest in? Are US Treasuries done for?

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The Trump and Hassett combo—feels like something big is coming.

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People in the bond market aren’t fools; they react quickly and ahead of time.