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How should traders respond to this anticipated change?
In the face of the expectation that "Vosh will become the biggest favorite," the most taboo thing for traders is emotional judgments of black and white. What the market truly needs to do is not to bet on the candidate, but to adjust the strategic structure.
My core response ideas are threefold:
1️⃣ Reduce dependence on policy easing
2️⃣ Increase the weight of fundamentals and cash flow
3️⃣ Accept that volatility may remain higher than in recent years for a long time
Specifically, in terms of operations:
* Do not blindly liquidate due to hawkish expectations
* Do not chase overvalued assets lacking support
* Pay more attention to "resilient" assets
Whether Vosh ultimately takes office remains variable, but the market has already begun to prepare for a "stricter policy environment." Truly mature trading is not about predicting outcomes, but about adapting to the rules in advance.
📌 Do you think Vosh's appointment will lead to short-term bearishness and long-term bullishness, or is it a structural negative? Feel free to share your judgment and operational ideas. #沃什成美联储主席最大热门