Core Viewpoint - Wilson Asset Management's portfolio strategist Damian Boey indicates that there is a preference for lowering interest rates, but this comes with the condition of reducing the Federal Reserve's balance sheet size [1] Group 1 - The market is contemplating the implications of a reduced Federal Reserve balance sheet [1] - There is a concern that once discussions begin about fundamentally withdrawing support, assets traditionally used to hedge against balance sheet expansion, such as gold, cryptocurrencies, and bonds, may face significant sell-offs [1]