2026-01-15 23:30:36

#MSCI未来或纳入数字资产财库企业 $DASH $BCH $CHZ

The Federal Reserve is up to something again—Trump suddenly shifts stance, and Powell temporarily survives, but this battle over the Fed's independence has just entered a heated phase!

【The First Variable: What exactly is Trump's "concession"?】

On the surface, he says there are "no plans" to dismiss Powell, but in reality, he's laying the groundwork—naming former board member Wacht and ex-White House official Hasset as potential successors, and emphasizing that "the final decision is still far off."
Is this a retreat? Clearly, it's a bluff to scare the opposition. Not acting today doesn't mean they won't act next year. Once trusted allies take over, the Fed could very well become a tool for rate cuts.

【The Second Variable: The Real Dilemma Revealed by the Beige Book】

Eight regions claim "moderate growth"? Don't be fooled by this rhetoric.
Consumer spending is mainly driven by holiday surges, employment data barely holding steady, but prices are still creeping upward—tariff impacts have spread across the US. PPI remains high, and inflation shows no signs of sleeping.

【Why is the market caught in this dilemma?】

First, political pressure persists—policy variables are too volatile, and the direction can change at any moment.
Second, economic data are contradictory—growth relies on consumption, but inflation can't be suppressed, trapping the Fed in a dilemma. Policy maneuvering space is gradually shrinking.
Third, the power struggle continues—Justice Department investigations haven't stopped, and global central banks are watching. This unseen game is far from over.

💡One sentence warning: Any "good news" that appears may just be a bait.
CPI data and non-farm payroll reports are the two key indicators that truly determine the direction. With conflicting data and intertwined political factors, the market's swings are now inevitable.

Discussion comment: Can Powell really serve out his term? If the "two Kevins" take over, will they immediately trigger an unlimited rate cut mode?

DASH0,27%

BCH-0,59%

CHZ-2,8%

View Original

This page may contain third-party content, which is provided for information purposes only (not representations/warranties) and should not be considered as an endorsement of its views by Gate, nor as financial or professional advice. See Disclaimer for details.

18 Likes

Reward
18
8
Repost
Share

Comment

0/400

SerumSquirter

· 01-17 23:54

Powell really can't make it this time. Trump is just pretending to back down; he's already planned the next move behind the scenes.

View OriginalReply0

GateUser-6bc33122

· 01-16 14:13

Powell, this guy is really in trouble; Trump's rhetoric sounds like a routine. The Federal Reserve is about to become a cash machine; then the crypto circle will be the real winner. CPI is the true killer move; let's wait for the data to speak.

View OriginalReply0

SerRugResistant

· 01-16 00:00

The Federal Reserve has become a cash machine? That's hilarious. This script has been written long ago; it just depends on when the actors will take the stage. Powell can hardly hold on until the end, with such immense political pressure, a change is inevitable. The only question is who will replace him. The contradiction in the data is spot on; once CPI jumps, everything is over.

View OriginalReply0

JustAnotherWallet

· 01-16 00:00

This guy Powell is probably having a tough time too. Trump's "no plans for now" is just for show; behind the scenes, they're gearing up.

View OriginalReply0

LazyDevMiner

· 01-15 23:59

The Fed's show, huh? It's getting more and more outrageous... Powell probably won't last much longer this time. --- Rate cut ATM? The even more outrageous things are still to come. Why hasn't the crypto market exploded yet? --- When the two Kevins took the stage, they immediately started flooding the market. How are our short positions supposed to survive? --- Inflation is not sleeping at all. The promised soft landing? It all feels like a lie. --- The key is those two CPI data points; everything else is fake. We'll wait for the data to decide. --- With political and economic pressures, the Federal Reserve has really become a sandwich cookie now, haha. --- Are good news just bait? And what about bad news—are they just going to dump the market directly?

View OriginalReply0

LowCapGemHunter

· 01-15 23:57

Damn, it's another political game. The Federal Reserve has really become a cash machine, it's unbelievable.

View OriginalReply0

GateUser-addcaaf7

· 01-15 23:53

Powell's estimate is probably screwed, Trump's moves are basically digging a hole openly Is the Federal Reserve turning into an ATM? Then digital assets must take off It feels like the real killer is the tariff data; inflation hasn't softened at all When Kevin and Kevin take the stage, they just start printing money. How can it stay stable then? By the way, has anyone studied these crypto targets? It seems that political chaos might actually be an opportunity CPI is the real determinant; now it's just waiting for the data to hit hard

View OriginalReply0

ForkThisDAO

· 01-15 23:38

The term "interest rate cut ATM" I like. Now it's just a matter of when Trump will really take action. I bet the Federal Reserve's game, I don't think Powell can hold out, political pressure will eventually crush him. Wait, MSCI includes digital assets? That's the real positive news, why is no one discussing it? Basically, it's because policy uncertainties are too high, and I dare not heavily allocate in any direction. Inflation is still sleeping, it just rolled over once. When two Kevins come on stage and start unlimited liquidity, all stable assets will have to be revalued. Old Trump’s combination punch is really brilliant, surface concessions but actually laying out a successor. I don't believe a single word of the Beige Book data; it's just creating public opinion for a rate cut. CPI is the real stabilizer; we’ll see after the data is released.

View OriginalReply0