● Fed-Takeover-Trump’s Monetary-Policy-War
Trump’s Attempt to Replace Fed Officials: The Financial Policy War and Changes in the Investment Landscape
1. Trump’s Moves and Attempts to Replace Fed Officials
Trump has recently shown moves to replace key members of the Fed’s Board of Governors.Originally, the Fed’s Board of Governors consists of 7 members, who have the authority to determine interest rates.However, Trump is trying to increase the number of officials favorable to him by dismissing those with anti-Trump tendencies and recruiting pro-Trump officials en masse.Currently, there are 3 pro-Trump officials and 4 anti-Trump officials, but depending on future changes, pro-Trump officials are likely to hold a majority.This change is expected to directly affect the adjustment of interest rates, which is the monetary policy of the United States, beyond a simple personnel change.
2. Intention to Seize the Fed and Lower Interest Rates
Trump’s goal is clear.He aims to completely seize the Fed and lead the policy of lowering interest rates.A low-interest rate environment has a significant impact on housing construction and financial markets.In particular, expectations for economic revitalization are growing, as it can have a positive impact on construction stocks and real estate investments.With the mention of a successor plan for Chairman Powell along with the replacement of Fed officials, discussions on future interest rate cuts and interest rate cycle adjustments are heated.
3. Background of Political Offensives and Personal Attacks
Trump is going beyond simply replacing personnel and is harshly criticizing the past records and real estate loan documents of the Fed’s Board of Governors.In particular, he is launching a strong attack on Director Lisa Cook for alleged false reporting and document manipulation, and this process is simultaneously raising political calculations and questions about the Fed’s independence.In addition, as the role of the Federal Housing Commissioner related to housing construction is highlighted, it is sending important signals to the construction industry and investors.
4. Implications and Response Strategies from an Investor’s Perspective
Investors should not miss the big picture amidst these political tensions and economic policy changes.First, it is important to recognize that the U.S. interest rate policy is likely to be adjusted as a result of the Fed’s personnel changes.Second, as the possibility of recovery in the housing market and construction stocks increases with interest rate cuts, it is necessary to pay attention to related stocks and ETF investments.Third, rather than being swayed by short-term stock price volatility, it is better to focus on the U.S. stock market and global economic outlook from a long-term investment perspective.In this process, keywords such as “global economy,” “stock market,” “investment,” “monetary policy,” and “US Fed” can be actively used to deeply analyze investment information and economic forecasts.
5. Future Timeline and Policy Outlook
Currently, Trump’s actions do not stop at simply replacing Fed officials.Over the next few months, the succession of Chairman Powell and changes in the composition of the Fed’s Board of Governors will begin in earnest, and with this, the U.S. interest rate policy is likely to be readjusted.The expected timeline is as follows:ㆍShort-term: Increased short-term volatility in stock prices due to personnel changes and political pressureㆍMid-term: Formation of expectations for recovery in interest rate cuts and cyclical stocks such as construction stocksㆍLong-term: Expansion of liquidity throughout the U.S. monetary policy and ripple effects on the global economy with changes in the FedThese policy trends are expected to reshape the global economy as a whole and the investment environment of the stock market.
[Related Articles…]Fed Trends AnalysisInvestment Strategy Outlook
*Source: [ 소수몽키 ]
– If it doesn’t suit your tastes, you’re fired? Will Trump’s attempt to take control of the Fed des…
● Trump-Fed Clash, Crypto Crash, Nvidia’s AI Surge
Trump’s Dismissal of the Fed and the Hidden Link Between Cryptocurrency and the Global Economy
Trump’s Intervention in the Fed and Changes in Interest Rate Policy
President Trump’s dismissal of Fed Governor Cook is causing unprecedented repercussions in the U.S. financial system.
This action raises concerns about undermining the Fed’s traditional independence and could significantly impact the future global economy and inflation outlook.
In particular, uncertainty about whether and when interest rates will be cut is amplifying market volatility among investors.
This requires considering detailed data related to U.S. bond yields, global bond yields, and inflation pressures.
Bitcoin Plunge and Restructuring of the Cryptocurrency Market
The recent sharp decline in Bitcoin prices below $110,000 is sending shockwaves through the cryptocurrency market.
Along with this, major stocks such as Coinbase and Mara Holding Strategy are also showing a simultaneous decline.
Cryptocurrency investors are paying attention to short-term options expirations and changes in hedging and trading strategies of market makers.
Additionally, new perspectives are emerging on how cryptocurrency development under the global economy will interact with government policies and regulations.
Trump Family’s Full-Scale Expansion of Cryptocurrency Business
The Trump family is focusing all efforts on cryptocurrency-related businesses, aiming to consolidate political support and attract young investors.
In particular, Eric Trump, the former president’s son, is actively involved in cryptocurrency mining companies and related financial firms, playing a critical role in building cryptocurrency infrastructure.
In conjunction with U.S. government subsidies and support policies, political interests and economic strategies are merging within the cryptocurrency market.
This movement is noteworthy as it may present a new turning point for the global economy and cryptocurrency investment.
Nvidia Earnings Announcement and Semiconductor Supply Chain Diversification Strategy
Wall Street is paying close attention to Nvidia’s earnings announcement scheduled for tomorrow.
Nvidia is expected to experience high growth due to the surge in AI demand, and anticipation is growing for its latest graphics processing units and physical AI technology.
Furthermore, the trilateral alliance formed with Korean conglomerates such as Samsung Electronics and SK Hynix is once again drawing attention to competitiveness in high-performance memory (HBM4) and the semiconductor sector.
Diversification of supply chains and technological cooperation between companies are expected to have a positive impact not only on the global semiconductor market but also on the entire global economy.
Changes in the U.S. Labor Market and the Economic Ripple Effect of Immigration Policies
The U.S. labor market is experiencing a reduction in labor supply due to the recent decrease in the number of immigrants.
Stricter immigration policies and regulations on illegal immigration since the pandemic are exacerbating labor shortages in low-wage industries such as the service and construction sectors.
This may lead to sustained upward pressure on wages and inflation, requiring caution as it could act as a risk to the overall economy.
In addition, it is necessary to closely examine how property tax-based public facility operations and local economic revitalization strategies within the U.S. will be reorganized.
Future Outlook and Investment Implications
Issues such as the dismissal of the Fed Governor, the volatility of the cryptocurrency market, and the reorganization of the global semiconductor supply chain are closely interconnected.
The current economic situation requires changes in investment strategies in response to short-term volatility as well as medium- to long-term inflation, interest rate policies, and market structure changes.
Investors need to pay attention to key keywords of the global economy such as cryptocurrency, bond yields, inflation, market volatility, and trends in semiconductor technology, and pursue both short-term and long-term investment strategies.
Comprehensive analysis of detailed indicators by sector, changes in government policies, and the strategic alliances and competitive landscape of global companies is the most important point in the current situation.
President Trump’s dismissal of the Fed Governor has brought interest rate policies and the Fed’s independence to the forefront.
The plunge in Bitcoin prices and the instability of the cryptocurrency market are emerging as concerns for investors.
The Trump family is actively entering the cryptocurrency business, expanding their political and economic influence.
Nvidia’s earnings announcement and cooperation between Samsung Electronics and SK Hynix are signaling changes in the semiconductor market.
Changes in U.S. immigration policies and labor market contractions are also expected to impact inflation pressures and economic performance.
[Related Articles…] Bitcoin Innovation | Nvidia Earnings
*Source: [ Maeil Business Newspaper ]
– [美개장포인트] 트럼프 연준이사 ‘쿡’ 해임ㅣ비트코인 급락 11만달러 하회ㅣ트럼프 일가 암호화폐 사업 총력ㅣ미국의 여름 커뮤니티풀ㅣ홍키자의 매일뉴욕
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