【Heavy Warning! Asset Management Giant Apollo Releases "2026 Avoidance Guide": Naming the New Chair of the Federal Reserve May Cut Rates for Political Reasons, Risking a Second Inflation】

Global top asset management company Apollo (Apollo Global Management) recently released the "2026 Investment Avoidance Guide," directly addressing the five major risks the market may face in the next two years, with the politicization of Federal Reserve policy highlighted as a major concern, raising market vigilance.

⚠️ Five Major Risk List:

The U.S. economy regaining growth momentum may exacerbate inflation stickiness;

Global manufacturing recovery driving further acceleration in growth;

The new Chair of the Federal Reserve may politicize monetary policy;

AI bubble poses a risk of bursting;

Bond supply may surge, suppressing bond market performance.

🎯 Focus Risk: If Hassett Takes Office, There May Be "Rate Cuts for Political Reasons"

The report specifically warns that if senior White House economist Kevin Hassett takes over as Chair of the Federal Reserve, there is a significant risk of initiating a rate-cutting cycle "purely for political reasons." Such a move to loosen monetary policy to cater to White House demands could lead to a resurgence of inflation, forcing the Federal Reserve to adopt more aggressive rate hikes in the future, thereby severely undermining the long-term logic of the stock market's rise.

📉 Potential Impact on the Market

Once political factors override economic data, the market pricing logic will be thrown into chaos, and a double hit on stocks and bonds may reappear. Apollo warns that investors should be prepared for a potential "policy risk premium" that may arise in 2026.

This is a sober warning from the depths of capital. In today's increasingly politicized macro narrative, maintaining rationality may be more important than chasing trends. Thank you for liking and following. $BTC $ETH $SOL #特朗普允许401(k)投资加密货币