🔥🔥🔥 Open your eyes, the sky has collapsed! If the Federal Reserve appoints the "hawkish leader" Waller, what kind of earthquake will global assets face? When the myth of AI productivity collides with aggressive balance sheet reduction, does the so-called "perfect roadmap" hide deadly traps? Will US stocks, bonds, and the dollar crash simultaneously? This article dissects the core logic of this potential financial storm for you!🔥

🤯 The Federal Reserve's leadership change to Waller has completely driven market hawkish expectations crazy!

The sharp drop in precious metals on Friday was due to multiple factors, but the "balance sheet reduction + interest rate cut" roadmap outlined by Waller undoubtedly plants a time bomb💣 in the global market. His logic seems sophisticated: using AI to boost productivity to curb inflation, thus paving the way for aggressive balance sheet reduction—by not rolling over maturing securities, directly pulling trillions of dollars in liquidity from the market, and then using interest rate cuts to hedge economic pressure.

However ⚠️ the deadly risk lies precisely here! Significant balance sheet reduction could directly push up real interest rates, triggering a sell-off of US Treasuries; while interest rate cuts would suppress the dollar. This combination can easily lead to a "downward resonance" among US stocks, bonds, and the dollar, piercing the currently inflated asset bubble.

Powell's past caution stemmed from concerns about the fragile balance of the US financial system. Waller's radical blueprint could very well break this balance in one fell swoop, potentially forcing a reversal mid-course, undermining market confidence.

🌪️ Will this potential perfect storm become a black swan that disrupts the landscape? In the face of possible severe fluctuations, how should savvy investors prepare in advance?

💬 The comments section is waiting for you to share your insights! Which assets do you think are the most dangerous? How should we hedge against risks? Come and share your thoughts!👇$DOGE $币安人生 $QKC #加密市场回调 #美国政府停摆 #Who will be the next chairman of the Federal Reserve?