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Global assets are suddenly under pressure! The first "big test" of the Wosh era has arrived
The June Federal Reserve meeting is no longer just an ordinary policy meeting.
It’s more like:
The first "show of strength" in the Wosh era.
Because the market is now extremely chaotic.
On one side, there are increasing signals of an economic slowdown; on the other, inflation remains stubbornly high.
What is the Fed most afraid of now?
Most afraid of conceding defeat too early.
So since Wosh took office, the market has clearly felt:
Monetary policy is starting to tilt hawkish again.
And the June meeting is very likely to follow a classic script:
"Hold rates steady, but continue to intimidate."
What does that mean?
It means:
* Keep interest rates unchanged
* Speak more aggressively
* Continue to suppress rate cut expectations
Because the financial markets are already a bit "overheated."
Tech stocks are soaring, crypto markets are recovering, and risk appetite is rising again.
From the Fed’s perspective, this actually falls under:
An excessively loose financial environment.
So Wosh is likely to continue signaling a hawkish stance to "step on the brakes."
And what’s truly worth noting:
The market has already started betting on rate hikes again within the year.
If future inflation data slightly exceeds expectations, the Fed might really open the "Rate Hike 2.0" window.
At that point, the global markets could face a new wave of volatility.
Because many asset valuations now are based on the assumption that "interest rates will fall quickly."
But what if this assumption is wrong?
Then the entire capital market could be reshuffled again. #Polymarket每日热点