#特朗普向欧洲实施关税措施 $AXS $DUSK $ZEC

Will Federal Reserve personnel changes reshape market expectations?

Trump revealed at the Davos Forum that the new Federal Reserve Chair is about to be confirmed, describing him as a highly respected man, but implying something more—"once in office, there could be a major shift in approach," even using the phrase "some kind of betrayal." The selection criteria are strict, but whether loyalty can be accurately measured remains the suspense.

He heavily promotes the recovery of the US economy: inflation has been tamed, core inflation steady at 1.5%, Q4 growth expected to hit 5.4%, and the trade deficit shrunk by 77%. Energy and manufacturing are fully active, oil extraction is accelerating, steel capacity is expanding, and factory construction is booming. From the data, the US economy is indeed leading the way.

However, warning signs are also flashing. He issued a warning to Europe not to stray on green energy and immigration policies. His critique of wind power is sharp, calling it an "energy disaster." He also threatened to cut drug prices by 90%, and wants to restrict corporate home purchases for speculation. Even more aggressively, he called for "credit card interest rates to be lowered, with a cap locked at 10%." Behind these statements are trade pressure and tariff threats against allied countries, with tensions rising.

The game over Greenland is not over yet—he said "no military action," but "negotiation is necessary," as the US's core security interests leave no room for retreat. His final remark is worth pondering: "We will remember those who refused us." The Ukraine situation, NATO policies, Latin American developments... under the new logic of power dynamics, everything seems to become a bargaining chip.

This game of economics and power has only just begun.