#美联储降息预期升温

Trump fired the "tariff cannon," and the market went down on its knees! This drop is more standard than a script.

Trump's recent "tariff threat" is like his most skilled reality show - the plot repeats, but the audience is always tense. One statement flips the market, indicating that the market still holds reverence for his words. The Dow plummets, the Nasdaq dives, and investors' expressions are greener than the charts.
The logic behind it is quite old-fashioned: political maneuvering + electoral posturing.
Trump stimulates support rates with a "tough foreign policy," but it has made the capital market an innocent bystander.
In the short term, this is an emotional sell-off; in the medium term, funds will continue to oscillate between safe-haven assets and dollar assets.
Interestingly, every time this "tariff drama" unfolds, the market reacts in the same way: first panic, then rationality, and finally a rebound.
When Old Trump opens his mouth, funds run away; when he closes it, the market rises again—it's simply the springtime for swing traders.
In summary: Trump's mouth is the market's K-line magic wand. Followers are washed out, while the calm ones are laughing.