Trump's 'Visible Strategy': Behind the Warsh Nomination is This Gamble!
This morning, U.S. Treasury Secretary Basant's 'reassurance',
小🔥奶🔥🐶🐾meme🐾直播 officially announced Trump's 'takeover' of the Federal Reserve.
$42
The outside world initially thought that promoting hawkish Warsh was about tightening monetary policy, but Basant directly revealed: even if Warsh takes office, there will be no balance sheet reduction in the first year!
This is a carefully designed 'grand performance'.
The global market turmoil at the end of January seems more like the big players taking short positions before the bad news is fully priced in. Trump's logic is extremely simple: power and votes must be exchanged for liquidity.
Faced with the decline in polls due to ICE's violent enforcement, with only 9 months left until the midterm elections in November, Trump must 'spend money to buy votes'. Whether it's getting China to buy more agricultural products or expanding interests overseas, the core objective is to provide domestic blood transfusions. And to maintain a large scale of bond issuance, interest rates must be lowered.
Therefore, interest rate cuts are a hard indicator, and not reducing the balance sheet is a reassurance.
Before the election boot drops, the market is 'party time'. The alert for liquidity exhaustion has been lifted, and the explosion in the tech sector (AI computing/applications) and space photovoltaics is just an appetizer.
#美国科技基金净流 #42 Since the director has already leaked the plot, everyone just needs to sit tight and hold their stocks for a rise!