Group 1 - The article discusses the implications of Trump's potential control over the Federal Reserve Board, suggesting that it could undermine the independence of the Fed and damage the credibility of the US dollar [3][4] - Trump's motivation to control the Federal Reserve is not only to achieve interest rate cuts but also to implement more aggressive monetary easing policies to reduce the burden of national debt [6][8] - Historical context is provided, indicating that past attempts to influence the Fed, such as Nixon's pressure on Chairman Burns, have been aimed at achieving similar monetary policy goals [4][5] Group 2 - The article references Ray Dalio's debt monetization theory, which includes measures such as reducing government spending, increasing fiscal revenue, and lowering interest rates [7] - The current US government debt-to-GDP ratio is approximately 120%, with a critical threshold for potential crisis identified between 120% and 300% [8] - The article highlights the case of Turkey, where aggressive interest rate cuts led to a decrease in government debt ratio despite high inflation, illustrating a potential strategy for the US [9] Group 3 - The article predicts that if Trump seeks not only interest rate cuts but also monetary expansion, central banks worldwide may react by increasing gold purchases, potentially driving gold prices higher [14] - It notes that the US stock market is undergoing a revaluation of gold and resource stocks in light of the broader context of US debt monetization and dollar depreciation [14] - The article suggests that the general public tends to be slow to react to rising gold prices, but as prices stabilize, acceptance of higher prices will increase, leading to a resurgence in gold jewelry sales [14]

来源｜财经连环话 信号已经再明确不过了，所谓"特朗普看跌期权"（即总统会为保股市调整政策）或许只是市场的一厢情愿。 以下文章来源于财经连环话 ，作者轱辘慧 财经连环话 . 一张图看懂财经万象，专业财经，轻松看懂。唯一正牌官方号。 发出信号的正是特朗普本人。 周四，当被问及美股暴跌时，他轻飘飘甩出一句："我对股市压根连看都不看"。 美股最惨烈的一周 上周的美股市场，堪称特朗普胜选以来最惨烈的一周。 标普500指数不仅抹去其上任后的全部涨幅，更是首次跌破200日均线，纳斯达克100指数一度跌入技术性修正区间。 曾经风光无限的科技股"七姐妹"三周内市值蒸发超10%，仅英伟达一家便跌去近1万亿美元。更让交易员崩溃的是标普连续7天波动超1%，这种剧烈震荡自 2020年大选争议以来首次出现。 即便是周五的就业数据后，美联储主席鲍威尔紧急救火也未能完全安抚市场，三大股指勉强收红，投资者在反复"仰卧起坐"中直呼心累。 轱辘慧此前《暴跌，现在逃还来得及吗》等文章中提到，市场动荡的背后，是特朗普政府一系列政策的累积效应，加征关税、削减政府开支、DOGE主导 的裁员等一系列操作极大打击了股市情绪与经济韧性。 "特朗普看跌期权"从何 ...