#美联储政策 The Fed Chair nomination drama is becoming more and more interesting. BlackRock CIO Rick Rieder joining the interview indicates that Trump is weighing more possibilities — from an investment institution's perspective, this guy's understanding of asset allocation and market liquidity is indeed profound, but it also means that policy uncertainty is rising.

From a trader's perspective, the most critical thing now is whether next week's GDP data can support the market's expectations of a "cut" outcome. This data will serve as an important reference for the Fed Chair selection — if economic data is weak, the probability of hawkish candidates (like Waller) may increase; conversely, it gives Haskett more leverage.

I am observing how several follow traders are responding to this variable. Some are reducing positions in advance of Christmas Eve to hedge risks, while others are betting on a rebound after GDP exceeds expectations. The key is to decide on position sizing strategies based on your risk tolerance and trading cycle — short-term aggressive players can follow those daring to position during policy vacuum periods, but long-term steady traders must stick to their stop-loss lines.

Macro uncertainty is like this — both a risk and an opportunity, it all depends on how you manage your positions.