Trump aponta Kevin Hassett como próximo presidente do Fed após Powell
O cenário da política monetária dos EUA pode estar prestes a sofrer uma reviravolta radical. Fontes próximas ao ex-presidente Donald Trump indicam que Kevin Hassett, seu ex-assessor econômico, é o nome preferido para assumir o comando do Federal Reserve quando o mandato de Jerome Powell chegar ao fim.
Um Fed sob nova direção
Hassett não é um estranho aos corredores do poder. Ele serviu como presidente do Council of Economic Advisers de Trump, onde defendeu políticas de corte de impostos e desregulamentação. Sua nomeação sinalizaria um afastamento claro da abordagem atual, potencialmente priorizando o crescimento econômico sobre o combate à inflação de forma mais agressiva. Os mercados, é claro, já começam a especular.
O que isso significa para o seu portfólio
Uma mudança na liderança do Fed sempre envia ondas de choque através de todos os ativos. Para o setor de criptomoedas, um presidente potencialmente mais tolerante com a liquidez e menos inclinado a subir as taxas de juros poderia criar um vento de cauda poderoso. Ativos de risco tradicionalmente se beneficiam de um ambiente de dinheiro barato. Prepare-se para volatilidade no curto prazo, mas potencial para um rally sustentado se a narrativa se confirmar.
O jogo político por trás das taxas de juros
Não se engane: a indicação para o Fed é tão política quanto econômica. Colocar um aliado leal no comando da máquina de imprimir dinheiro é uma jogada de poder clássica – algo que os banqueiros centrais tradicionais, com sua aura de independência, fingem não entender. A nomeação de Hassett refletiria um desejo de realinhar a política monetária diretamente com a agenda da Casa Branca, seja qual for.
O futuro da política monetária está em jogo, e os mercados digitais estão na linha de frente. Enquanto os economistas debatem teorias, os traders já estão reposicionando suas carteiras. Porque no final das contas, no mundo das finanças, a única coisa mais previsível do que um ciclo de altas e baixas é a tentação dos políticos de mexer no termostato da economia.
Trump cuts interviews and breaks the Fed search plan
Kevin’s sudden rise into public view cut through a tightly built interview plan. Candidates were told that meetings scheduled for Wednesday with Vice President JD Vance were canceled. No public reason was first given.
Then the Wall Street Journal later said it was due to a scheduling conflict for JD and added it was not clear if the interviews would be reset. Behind that move, Treasury Secretary Scott Bessent had already narrowed an original group of eleven candidates down to five. Trump’s advisers had planned more interviews this week so they could present a slate of finalists. Trump’s comment that the list was already down to one undercut that entire process.
The White House followed with a statement: “The truth is nobody knows who President Trump’s next pick for the Fed Chair will be until he makes the announcement himself. Everything until then is pure speculation.”
Trump has spent months talking with aides and allies about who should replace Powell. He has asked people directly who they think should take the job. He has also told several of those same people that he regrets choosing Powell in the first place. Trump has blamed former Treasury Secretary Steven Mnuchin for convincing him to name Powell as Fed chair.
People familiar with the process allegedly said Trump could still change course on Kevin, but said that outcome is unlikely without pressure from Scott, who has resisted repeated appeals from Trump to take the role himself. For Scott, pushing one name carries heavy risk if Trump later turns on that choice.
Markets track pressure and politics around the Fed job
The next Fed chair will inherit a rate committee split between fears of job losses and fears of persistent inflation. Trump continues to press the central bank for lower borrowing costs. Kevin has sided with Trump in calling for more rate cuts this year, though he has not aimed personal attacks at Powell the way Trump has.
Any nomination will land in a Republican‑controlled Senate, where Kevin would still need to answer for his ties to Trump while promising to protect the independence of the central bank. Investors will watch whether that pledge holds under political pressure tied directly to the White House.
Kevin has already written about what happens when Trump turns on past economic picks. In a 2021 book, Kevin described what followed Steven’s role in backing Powell for the Fed job. Kevin wrote that once Powell took the seat, Steven absorbed criticism from Trump at the start of nearly every meeting.
Kevin wrote, “I will always remember how graceful Mnuchin was under attack.” That history now hangs over the current process as Trump moves toward naming the person who will control the future path of U.S. interest rates.
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