The Federal Reserve has been concerned about tariffs in relation to inflation and monetary policy! Now that tariffs have initially taken effect, what we need to focus on next is the capital market's reaction to this implementation of tariffs, such as: gold, crude oil, the U.S. dollar index, and U.S. stocks!

We also need to pay close attention to next week's U.S. economic data 📊, such as: non-farm payroll and unemployment rate as well as the ISM manufacturing index. Observing how these data respond will help us understand the impact of tariffs.

In simple terms, tariffs may drive up inflation, and the above data are key indicators for measuring inflation and the economy!

The economy will be affected, and monetary policy will inevitably influence leading institutions and hedge funds. Large institutions and hedge funds will adjust their strategies based on the impacted economic data to gauge the Federal Reserve's future monetary policy!

For example: BlackRock, Invesco, and other giants.#特朗普关税