Trump's crazy move again! Just now, Lord Chuan began to criticize Old Bao again. During this time, Trump and Powell, the chairman of the Federal Reserve, were making a lot of trouble. They directly tore their faces and swore at each other! Mr. Bao said: The Federal Reserve is not in a hurry to cut interest rates, it is better to wait for the situation to become clearer before considering adjusting policies. But this passage is actually a prelude. Going forward, without hesitation, he said: Trump's tariff policies may push up US inflation and slow down economic growth. What does the Federal Reserve do? Putting inflation prevention first! So what kind of choice is the best for me, the Federal Reserve, now? Just stay put! Later, he also said a particularly murderous remark: the Federal Reserve had previously deduced different scenarios of Trump's tariff, but Trump's equivalent tariff announced on April 2 exceeded the high tariff scenario envisaged by the Federal Reserve! What does it mean to combine these words? That is: if the American economy goes wrong in the future, Trump will be the culprit! It has always been said that since Trump launched the "equivalent tariff", the impact on the American economy was extremely heavy, and even the signs of the financial crisis appeared! The US stock market is plummeting! Billions of dollars are gone! US bond rates are soaring! The US dollar is constantly depreciating! Funds are constantly fleeing! As long as you are a discerning person, looking at the current situation in the United States, you know that if this situation continues, big things will definitely happen! It's still a super big thing! Because in the past, not to mention other things, just in the US stock market, the bubbles were blown too big! Not to mention the past, the US stock market has skyrocketed for 5 years just in the context of the COVID-19 pandemic in 2020: Nasdaq has risen 100% in 5 years! Standard&Poor's has risen 65% in 5 years! The Dow Jones has risen 50% in 5 years! It has risen to the point where even the "King of a Thousand Kings" Mr. Buffett feels fearful! Recently, the Buffett Index in the United States exceeded 2.0. Although it has fallen now, there is still 1.7! What does this situation feel like for Trump? It's almost like sleeping in a pile of explosives! Scared to death. ------------------- 02. As a matter of fact, Trump and his staff have neither investigated nor prepared for this large-scale trade war, nor proposed how to end it if it fails. Their only plan is to exert maximum pressure from the United States, and then China will kneel down! As a result, we not only failed, but also took precise countermeasures! This has caused panic in the US capital market, which has led to the current situation of Trump! What should we do at this point? We must find the scapegoat! Who is the most suitable? Powell! In recent days, Trump has been crazy about Powell's unwillingness to cut interest rates, just to equate the collapse of the US stock market with the failure of the Federal Reserve to cut interest rates. But is Powell a fool? Of course not! On the other hand, I won't be blamed for this. You are engaging in a tariff war and raising inflation again. To suppress inflation, we cannot immediately cut interest rates. Throw the pot back and give it to Trump. Roughly speaking, these three levels of meaning: 🔺 Firstly, the main function of the Federal Reserve is to prevent inflation. If inflation rises in the future, don't come to me, it's all about Trump's tariffs! 🔺 Secondly, whether the interest rate of US treasury bond bonds is going up or inflation or Trump's tariff, you can't talk about US bonds! 🔺 The third is that if the US stock market falls sharply or experiences a liquidity crisis, the Federal Reserve will not inject liquidity or rescue the market! Because the thunder is too big, it's not something the Federal Reserve can save at all! If anyone gets involved, they will be full of trouble! ------------------ By this point, we can almost see that Powell and Trump are completely torn apart and falling out in order to shift the blame! How should I put this matter? Although Powell was the first to make trouble, Trump was mainly to blame. He wanted to shift the blame, but Powell saw through and preemptively defeated his army. But is Trump so easy to be a general, so easy to wait for a pile of explosives to explode and shatter him into pieces? Obviously not! He immediately used his second move. Since Powell refused to take the blame himself, don't blame me for being impolite. Even if I do, I will still put the blame on him! It turned out to be an embarrassing scene: Italian Prime Minister Meloni was running to the United States to meet Trump these two days, but at the press conference when they met, almost no one paid attention to Meloni, and everyone asked Trump two questions: When will the tariff negotiations between you and China start? Secondly, how is your relationship with Powell currently? Where is Trump? Even though this is a diplomatic occasion, the Italian Prime Minister is sitting next to him! He said angrily N times: If the US economy has problems, it must be Powell's problem. I need to find a way now to dismiss Powell from his position! At the same time, it was accompanied by an expression of gritting teeth and teeth! But can he replace Powell? hard! Because in the history of the United States, there has never been a precedent for a president to replace the chairman of the Federal Reserve! After hearing this, Powell also publicly responded by saying: My term will not end until May 2026, and I will remain in this position until then! I definitely won't leave! Er wants to throw the blame at me, no way! I'll just watch you get blown up! Now these two are still engaged in a verbal battle, attacking each other. It's hard to say who will win or lose! Those in power know they are already lying in a pile of gunpowder, but they don't want to save themselves. Instead, they want to plot against others and let them take the blame—— Thank you, Senior Brother, S Uncle Gongwen. Back to the transaction, Trump has been constantly changing and capricious, forcing the global capital market into a scripted uncertainty cycle: constantly creating suspense, constantly breaking existing rules, and forcing all participants to live in the game structure of "change when you say next". The biggest problem in the US stock/cryptocurrency market today is not the lack of earning opportunities, but the absence of certain assets that can be held with peace of mind. When everything slowly calms down, the bull market may quietly arrive. The stronger the uncertainty, the more chaotic and panicked the market becomes, and the greater the opportunity!