Just now, former U.S. President Trump once again "opened fire" on the Federal Reserve, openly suggesting that if elected again, he would consider former economic advisor Kevin Hassett to replace Powell as Chairman of the Federal Reserve, and bluntly stated that "Powell should have cut interest rates long ago."
Key points overview:
Personnel change signal: Trump clearly stated that Hassett is an "excellent candidate," emphasizing his "understanding of real economic needs."
Criticism of current policy: He criticized Powell's insistence on high interest rates as a "serious mistake," stating that interest rate cuts should have been pushed earlier.
Market impact expectations: If Trump wins, the Federal Reserve's policy shift may accelerate, warming expectations for liquidity easing.
Why is this worth paying attention to?
Trump's remarks directly affect market expectations for Federal Reserve policy in 2026.
If Hassett takes office, he may promote rapid interest rate cuts, which would be favorable for U.S. stocks, cryptocurrencies, and other risk assets.
This statement exacerbates the bundling of political and monetary policy, increasing future policy uncertainty.
The link between political trends and monetary policy may intensify market volatility. Cow brother suggests that everyone pay attention to Trump's campaign movements and the responses from Federal Reserve officials, remain cautious of short-term emotional fluctuations, avoid blindly chasing gains and losses, and keep a close eye on inflation data and employment reports for long-term strategies, as policy shifts need fundamental support.