#美国非农就业数据未达市场预期 $SUI $DASH $BTC

The Federal Reserve has made new moves again. Chairman Powell has been summoned for investigation over the over-budget renovation project of the headquarters building—originally a $2.5 billion budget, but the final account directly went to a grand jury upon review. Honestly, such a matter would normally be unacceptable, but the market reaction this time reveals a problem: investors' confidence in the Federal Reserve is more fragile than expected.

Powell publicly responded that this is "political pressure," an attempt to force him to cut interest rates early. Once this was said, Wall Street immediately exploded— the dollar weakened instantly, the US stock market collectively weakened, long-term US Treasury yields surged, and institutional investors began to sell off.

More importantly, the subsequent reactions are critical. Major banks like Goldman Sachs and JPMorgan are already assessing: if this situation continues to ferment, will the dollar's reserve currency status really be shaken? Signs have already shown that many central banks around the world are accelerating their allocation of non-US assets, and the de-dollarization trend has shifted from a hidden current to an overt one. Gold, other reserve currencies, and even cryptocurrencies are beginning to become alternative options for asset allocation.

The options ahead:

· Bottom-fishing in gold and safe-haven assets, waiting for the dollar to rebound
· Turning to emerging economies and non-US assets
· Betting on the resilience of the dollar to reverse market expectations
· Taking the opportunity to allocate cryptocurrencies, betting on policy shifts bringing liquidity

Ironically, what might ultimately shake the global financial landscape is a single over-budget renovation bill.

What’s your judgment? What’s the next step in your allocation?

(Volatile markets, this article is for reference only. Investment decisions should be made independently.)