美联储的分裂和鹰派提名引发了对利率上升的恐惧,威胁到市场稳定。 Fed divisions and hawkish nomination raise fears of rate hikes, threatening market stability.

尽管2025年股市收益强劲,但对于特朗普总统执政期间可能出现的纠正,人们日益关切,原因是美联储内部分歧加深,未来货币政策的不确定性日益增大,以及即将提名鹰派前美联储官员凯文·瓦尔什(Kevin Warsh)为己任。 Despite strong 2025 stock market gains, concerns are mounting over a potential correction under President Trump, driven by deepening divisions within the Federal Reserve, growing uncertainty over future monetary policy, and the upcoming nomination of hawkish former Fed official Kevin Warsh. 这些因素威胁到美联储的信誉,如果激进的利率上扬或资产负债表下调使长期利率升高,与市场对持续放松的预期背道而驰,则可能引发波动。 These factors threaten the Fed’s credibility and could trigger volatility if aggressive rate hikes or balance sheet reductions push long-term interest rates higher, contradicting market expectations of continued easing.