对冲基金大佬警告：若美联储成“傀儡”，美国将面临史诗级惩罚

Group 1 - The core viewpoint is that if President Trump appoints a Federal Reserve chairman perceived as overly compliant, the bond market will react negatively, while precious metals remain a good hedge against political volatility [1][2] - Picton Investments manages approximately CAD 16.6 billion (around USD 11.9 billion) in assets and does not believe the Federal Reserve will ultimately lose its independence, despite concerns over Trump's verbal attacks on Chairman Powell [1][2] - The market sentiment has shifted towards a "sell America" attitude, leading to a rise in gold and silver prices, particularly following Trump's comments regarding Greenland and the Federal Reserve [1][3] Group 2 - Picton anticipates a significant acceleration in the global economy driven by stimulus measures, with major economies, including the U.S. and Europe, implementing economic support through monetary and fiscal policies [2] - The potential market rebound could broaden the range of participating stocks, with capital discipline becoming a theme in the technology sector, leading to a shift of funds towards other sectors such as automotive, dining, non-essential consumer goods, and transportation [3] - Commodity markets are viewed positively due to a lack of investment and rising demand, which may lead to supply constraints, with silver prices recently reaching USD 94 per ounce, continuing a remarkable 148% increase from the previous year [3][4] Group 3 - The supply-demand dynamics for silver indicate significant upside potential, with shortages in inventory suggesting that silver remains a critical component in various industries, including energy and solar [4]