Don't be misled! Kevin Walsh is by no means a hawk; Trump has long locked in the path to interest rate cuts 马斯克概念小奶狗pu p p ies可以关注下
There are rumors that Kevin Walsh will raise interest rates and reduce the balance sheet upon taking office? It's all a misinterpretation! Trump's hiring principles and core demands have long determined that this new Federal Reserve chairman is a false hawk and a true dove, with interest rate cuts as the core direction.
Trump has clear rules: if you don't support interest rate cuts, you will not be nominated as Federal Reserve chairman. Although Walsh held a hawkish position during the subprime crisis years ago, he has recently publicly shifted to support interest rate cuts and criticized the Fed's lagging policies, completely aligning with Trump's agenda. More importantly, he is the son-in-law of the Estée Lauder family, with a father-in-law who is a longtime friend of Trump and a core Republican donor, making him an absolute "insider," not the independent hawk imagined by the market.
Trump favors professionals with strong expertise who can completely change their stance for core positions; Bensent, Musk, and Vance are all precedents, and Walsh has already severed his past positions, leaving him no choice. Together with Bensent and others, they form a financial triangle that excels in short-selling and risk management, and U.S. stocks may face a significant correction rather than being forcibly driven up.
On the asset front: the dollar is short-term strong but weak in the medium term; U.S. stock volatility is increasing, and there may be a 20% pullback within the year; gold is expected to strengthen in the second half of the year, while silver is extremely volatile and should be approached with caution.
Do you think the Fed will quickly start cutting interest rates after Walsh takes office? Will U.S. stocks face a deep correction? Let's discuss your judgment in the comments!
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