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When Walsh takes office, will he raise interest rates? Trump's interest rate cut bomb has long been buried!

Brothers, have you recently been inundated with news about Kevin Walsh wanting to become the Federal Reserve chairman? The whole internet is buzzing that as soon as he takes office, he will raise interest rates and reduce the balance sheet, scaring a lot of people into shaking! Don't panic, today I'm going to dig deep — this is all nonsense! The truth is: Trump has long locked in the interest rate cut route, and Walsh is not a hawk at all, but a “insider” in hawk’s clothing!

First, let's emphasize: Trump has one rule — no support for interest rate cuts, don’t think about becoming chairman! Walsh was indeed hawkish in his early years, but he has long since turned around, publicly stating in the past two years that “Federal Reserve policy is too lagging,” strongly supporting interest rate cuts, exactly matching Trump's script! What's even tougher is that his wife is from the Estee Lauder family, and his father-in-law is a close friend of Trump + a Republican financial backer. This network, can it not be 'direct lineage'?

But don’t get too excited! The Federal Reserve is not a vegetable market; data is king. Even if Walsh takes office, we still have to watch inflation’s face. The CPI hasn’t stabilized yet, who dares to cut interest rates randomly? However, Trump’s will is there; once inflation loosens, the interest rate cut bomb may explode instantly!

How will assets move? Let me tell you a few things:

· Dollar: Strong in the short term, likely to weaken in the medium term.

· US stocks: Doubled volatility! Don’t be fooled by the current hype, watch out for a 20% level correction within the year; Trump’s “financial iron triangle” is not to be underestimated.

· Gold: There’s a chance to take off in the second half of the year, but we have to wait for a solid interest rate cut.

· Silver: Extreme volatility, newbies must not touch it, and even veterans should think twice!

Summary: Walsh is not the devil, cutting interest rates is the ultimate goal. But the market has no gods; everything depends on data. Will US stocks crash? Is gold bullish? Share your judgment in the comments! As usual, like and follow to help you avoid deep pits and seize the windfall! #美联储何时降息？ #沃什美联储政策前瞻