#美国加征关税 #鲍威尔发言

Recently, the market's trend is focused on the increase in tariffs and the attitude of the Federal Reserve.

In fact, there is no need for excessive interpretation; it is merely a political struggle between the two parties in the U.S. What everyone needs to clarify is that behind the market is politics, so you must pay attention to important hard data, as well as soft data related to sentiment. You can judge hard data, but you cannot anticipate soft data ahead of institutions, which means you cannot be ahead of the advantages.

The negative impact of tariffs has already been fully released by the market within a day, which is exactly what the understanding king wanted. He has always emphasized making America strong to gain public support, following the principle that he who wins the people's hearts wins the world.

Currently, sentiment is primarily focused on the Federal Reserve's interest rate hike direction. Although Powell emphasizes that the Federal Reserve is independent and does not comment on politics, only focusing on data changes. However, Trump first used Musk to create a front, and now nominally replacing him also gives the Democratic Party a way out. After all, the Democratic Party is relatively close to the Federal Reserve.

The current market will see more significant changes in the Federal Reserve's interest rate hike actions. Remember, the understanding king's purpose with tariffs is to pressure the Federal Reserve on the interest rate cut issue, which is what he wants. Therefore, it is essential to focus on this trend.