Rate cuts, rate cuts, everyone's shouting about rate cuts like the economy will collapse if interest rates don't drop.
The Treasury Secretary's playbook is something else—on one hand praising policy achievements, on the other pressuring the Fed. It's basically saying I won't carry this burden, you will.
Changing leadership at this critical juncture? I'm wondering if there's some hidden agenda behind this.
Once rates move, risk assets start jumping around. Then nobody knows who's going to be left holding the bag.
All this talk is empty. What really matters is seeing concrete results after May.
Interest rate cuts again? Here we go with this routine again. Is the Finance Ministry trying to stir things up?
By the way, we won't see returns until 2026, so what about now?
Feels like someone's helping the ChairmanCast for a role, quite a deep game being played here
Risk assets are probably gonna dance to policy signals now, wanna take a bet?
Tax cuts, trade, deregulation—sounds like they want to stimulate the market. Wake up folks
Once interest rate policy shifts, everything goes haywire, and us retail investors just wait to get fleeced
Rate cuts, rate cuts, everyone keeps talking about them—when will they actually be implemented?
The Finance Minister involved in the presidential succession? That's quite a controversial move.
Tax cuts legislation, trade agreements from last year... won't take effect until 2026? That's quite the delayed timeline.
Can risk assets rally this time around, or will they just keep stagnating?
One change in interest rate policy and my positions get squeezed again.
Policy signals are flying everywhere—investors are having a rough time.
We've been hyping rate cut expectations for so long, what if it turns into short-selling in the end?
米国財務長官は最近の演説で、FRBに対して利下げペースを加速させるよう引き続き圧力をかけており、低金利は「経済成長を実現するための必要条件」であると主張しています。この責任者は何度も、利下げの遅れは経済発展のニーズに合わないと繰り返しています。
メディアの報道によると、財務省は昨年の政策成果に非常に自信を持っており、減税法案、貿易協定、規制緩和の議題はすべて「堅調な成長の土台を築くための施策」と見なされています。また、財務長官は2026年にこれらの政策の具体的な成果が見えると公言しています。
注目すべきは、この財務省の責任者がFRB議長の人事選考プロセスに関与していることです。現議長の任期が5月に終了することを前に、利下げの声はますます高まっています。歴史的に見ると、金利政策の変化は資本市場に大きな影響を与えることが多く、特にリスク資産のパフォーマンスに影響します。この時期の政策シグナルは、市場参加者にとって密接に注視すべきものです。