Trump's economic stimulus plan once again has the market itching for action. The $2000 direct transfer plus aggressive rate cut expectations—this combination sounds familiar—Biden has done it too. So what was the result? Inflation soared to a 40-year high in 2022.

However, the current situation is not exactly the same. Trump's advocacy of the so-called "strong dollar" era's rate cut logic: when the economy is growing well, cut rates to stimulate, so as to maintain growth momentum. The problem is, supply cannot keep up with demand, and inflationary pressures naturally emerge. Plus, tariffs act as a "double-edged sword," making price increases hard to avoid.

In the end? The Federal Reserve is likely to be cornered. To stabilize employment and save the economy, they may have no choice but to cut rates. In this way, Trump's goal is achieved. From an asset perspective, this expectation has already begun to influence market trends.