Trump Sends Key Signal: The Next Federal Reserve Chair May Push for Significant Rate Cuts
Recently, Trump stated that he will soon announce the next Federal Reserve Chair. This statement has attracted significant market attention, as the policy stance of the new chair could directly alter the future direction of monetary policy.
Combining Trump's past attitudes with the current signals being released, the market generally expects that the new Federal Reserve Chair will lean more towards significant rate cuts and easing policies to stimulate the economy and alleviate financial pressures. This suggests that the Federal Reserve's long-standing tight policy tone may be approaching an important turning point.
If easing expectations are further strengthened, U.S. dollar liquidity is expected to improve, U.S. Treasury yields will come under downward pressure, and the valuation system for risk assets will be repriced. Although we are still in the phase of expected competition, historical experience shows that the market often trades in advance of direction rather than waiting for results.
Next, what truly deserves attention is not short-term volatility, but whether interest rate expectations will be systematically revised downwards. Once the trend is confirmed, the logic of global asset allocation may enter a new phase. Next, I will bring my followers in advance for those who want to join.
