Will the Federal Reserve stage the Hassett trade on Thursday?

This Thursday at 3am 🕒， The Federal Reserve is highly likely to face a "hawkish interest rate cut" - that is, raising the threshold for further interest rate cuts in the future to appease hawkish members within the FOMC.
At this point, two situations will arise:
The market responds' honestly 'according to the script:
Bonds and bonds will weaken due to profit taking, while the US dollar will strengthen.
At present, the US technology and growth sectors are mainly driven by liquidity. Once the expectation of interest rate cuts falls through or is re priced, these sectors will face enormous valuation pressure.
       
Hassett Trading:
Ignoring hawkish interest rate cuts. This logic is based on bets on looser policies, re inflation, and a decline in confidence in the US dollar for the new head of the Federal Reserve.
In this scenario, the yield curve will steepen, global economic recovery expectations will rise, cyclical stocks will perform well, and the US dollar will once again come under pressure, while gold will strengthen.