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Trump has officially announced Kevin Warsh as the next Federal Reserve Chairman. The question now is whether Powell will resign from his post as a governor and leave the Federal Reserve Board of Governors on schedule.

TraderS | 缺德道人
@Trader_S18
01-30
下任美联储人选这事炒作了大半年了——从“两个凯文之争”,到前段时间突然杀出来的里克·里德(Rick Rieder),市场情绪跟着赔率一天三变,典型的“先交易传闻、再交易赔率、最后交易自己吓自己”。
如果川普最终宣布沃什接任下届美联储主席,市场大概率会出现以下几条定价逻辑: x.com/Trader_S18/sta…

He can rest in peace now; Walsh wasn't exactly a dove.
In fact, Walsh's policies can't be simply categorized as hawkish or dove.
x.com/blockTVBee/status/201722...… I think his policies are beneficial to the federal government and the US economy. But they don't seem to be so good for crypto.
However, in the current environment, directional decisions like simply easing or tightening, or adjusting policy rhythms, may not be very effective. Walsh's policies are actually more worth looking forward to.

TVBee
@blockTVBee
01-30
【高手即将登场】美联储下任主席提名凯文沃什
解读「降息+缩表」并行的分裂政策
@tychozzz 老师提到凯文沃什的货币政策是「降息+缩表」并行。
蜂兄窃以为,此政策是高招。
┈┈➤缓解美债融资压力、同时控制通胀 x.com/tychozzz/statu…

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