#美联储政策 Wow, Hassett rising to the top is really not that simple 🤡 Nominated next year, officially taking over in May 2026, the timeline is stretched so long, a lot of variables.

The key is that the market does not believe he will significantly loosen the monetary policy at all. Futures pricing suggests that a 75bp rate cut will only happen next year, and it's all up to Powell's actions. After Hassett takes over, there might only be one rate cut 💀 This is completely different from what Trump claimed about "major easing."

In simple terms, inflation is still stuck around 3%, and by the time the new chairman takes office, the real interest rate is already close to zero. Monetary policy has actually been loose enough for a while. So don't expect any miraculous benefits in the second half of 2026; instead, U.S. Treasury yields and the dollar may turn upward.

Looking at it this way, meme coins still have a bit of life in the first half of next year, but if you're hoping for the new chairman to loosen up and take off, that's just wishful thinking. If you're going to buy the dip, do it now; don't wait until mid-year when everyone sees through it and regrets it.