Is #AirdropFinderGuide starting to release news again? Let's do a simple analysis. Trump is eager for the Federal Reserve to cut interest rates to keep long-term U.S. Treasury yields below 4.5%, but the Fed chairman is completely ignoring Trump. Trump is now continuing to cut taxes to fulfill his election promises, while simultaneously waiting for the government to run out of money and shut down, which will escalate the situation.

In short, short-term debts are maturing soon, and the Federal Reserve has to either cut interest rates or expand its balance sheet; otherwise, the government will shut down. It happened once in 2020, and the Fed later expanded its balance sheet to resolve the issue. However, this time the situation is different from last time. Last time it was due to the pandemic, and although expanding the balance sheet resolved the issue, it led to a double hit in both bonds and stocks. This time the situation is worse, compounded by the decoupling between China and the U.S. Continuing to cut interest rates or expanding the balance sheet may further exacerbate the skyrocketing CPI. Let's see what happens.