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🔥[Policy Signal] Trump launches a fiscal + monetary combo, accelerating expectations for easing.

Recently, it is not a specific currency that has been trending, but rather the significant actions taken by the U.S. policy. This matter is not complicated to discuss, but its impact on the market is extremely strong.

💥 Signal 1: The White House directly pressures the Federal Reserve, calling for interest rate cuts.

The Trump team here is straightforward, directly naming the new Federal Reserve Chairman—interest rates must be cut quickly. This is not just talk; it is clear political pressure. The Federal Reserve's persona as an "independent institution" is being tested by reality. The signal is clear: the easing cycle is coming, and it needs to happen quickly.

💰 Signal Two: 200 billion tax reduction plan, disposable income of the public will directly increase

The Ministry of Finance has revealed that the previously discussed tariff refund policy is likely to be implemented in the form of a tax exemption limit. In simple terms, the money does not need to be specifically deposited into accounts, but your tax bill will be lower than before—meaning the actual amount of money in hand has increased. This will have a tangible effect on stimulating consumer expectations.

🚀 What do these two moves mean together?

·Liquidity side: Interest rates are falling, funding costs are decreasing, and risk assets such as stocks and cryptocurrencies directly benefit.
·Demand side: The public has more money to spend, and the consumption engine is expected to restart, leading to an increase in economic expectations.

📈 The market has started to price in advance.

The expectation of interest rate cuts and tax reductions is rapidly boosting market sentiment through two favorable narratives. Once the policy details are truly implemented, it may trigger a cross-asset class linkage trend. This has been repeatedly validated by historical experience.

⚠️ It is also important to have a clear understanding.

Between "The president said interest rates will be cut" and "The interest rates have really been cut," there are still the judgments of the Federal Reserve, votes in Congress, and various uncertainties. The market is inevitably caught in the tug-of-war between hope and reality, leading to short-term volatility.

🔥 Strategy Ideas

At this stage, the key is to track the personnel developments of the Federal Reserve and the congressional fiscal agenda. Maintain flexibility before the easing expectations are fully priced in; be ready to act when necessary. Remember: volatility and opportunity are sometimes synonymous.

What do you all think of this market reshaping driven by policy? Let's discuss your judgments in the comments.