Is the person Wall Street fears the most here? After Wash took office, the Federal Reserve started to "turn hostile"

Previously, everyone thought the Federal Reserve would cut interest rates sooner or later.
Now that Wash has taken office, the market suddenly feels:
"Something's not right."
Why?
Because Wash is a typical hawk.
He has always believed that the Fed's only main task is:
To aggressively fight inflation.
Even at the cost of slowing down the economy.
So the market is starting to reprice:
Continuing high interest rates this year, even raising rates again.
What about June?
I think:
The probability of not raising rates is higher, but the stance will definitely be hawkish.
Because the U.S. economy is actually very delicate right now.
On one hand:
* Manufacturing is weak
* Consumption is slowing
* Corporate pressure is increasing
On the other hand:
* Employment hasn't collapsed yet
* Wages are still resilient
* Service sector inflation remains stubborn
This makes the Fed particularly uncomfortable.
Cut rates, fearing inflation will revive; continue to hike, and worry about a hard landing.
So what is the most comfortable approach?
Be tough-talking.
That is:
Keep interest rates unchanged but continue to be hawkish.
The core purpose of this move is actually:
To suppress market sentiment.
Now the stock market is rising too rapidly, and the financial environment is easing again, which is opposite to the Fed's goal.
So Wash is very likely to continue emphasizing:
"High interest rates will last longer."
Don't underestimate this statement.
It means that the cost of global funds will remain high for a long time.
And high-valued assets will become increasingly uncomfortable.
Especially tech stocks.
Because many AI companies are now starting to have a bit of a "sci-fi" valuation.
Once interest rates stay high for a long time, capital will reconsider:
"Are these valuations really reasonable?"
So what to watch for in the June meeting is:
Will Wash completely change the market's illusion of "rate cuts within the year"?
If the answer is "yes," then global market volatility may just be beginning. #Polymarket每日热点