比推消息，据金十报道， 由于特朗普暗示将提名除国家经济委员会主任哈塞特以外的人选接替鲍威尔，美债价格下跌，交易员削减了对 2026 年美国两次降息的预期。美国国债的下跌推高两年期收益率一度上涨 5 个基点至 3.61%，创下自 12 月美联储最近一次降息以来的最高水平。在特朗普对哈塞特发表评论后，短期利率合约反映出美联储今年进行两次 25 个基点降息的概率有所下降。与此同时，国债市场继续受到一周前公布的 12 月就业数据的困扰，这促使此前预测美联储在 1 月 28 日下次会议上降息的华尔街银行放弃了这一观点。摩根通胀经济学家预测，尽管美联储领导层正在更迭，但美联储不会再进一步降息。BTG Pactual 资产管理美国公司管理合伙人 John Fath 表示：“此前的交易是押注无论谁担任下届美联储主席都会是鸽派。这种态势在过去几天发生了逆转。”
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