A recent interesting phenomenon worth pondering: political pressure on the Federal Reserve Chair is increasing, yet the market's response is actually more firmly supporting the central bank's independence. The dollar is weakening, and gold is surging, which behind the scenes is actually a vote by global capital for the Fed's independent status.

The direction of this game has completely reversed expectations. Originally, the plan was to influence the Fed's decision through pressure, but instead, it has elevated the authority of this official. Several government candidates are either on the defensive or remain silent, while their support rates are quietly rising—political calculations clearly backfired.

Why does the market place such importance on central bank independence? Because it is the cornerstone of the financial system. Once the central bank is politically interfered with, the entire financial order will shake. So you see, the more obvious the signals of political intervention, the stronger the Fed's rebound—this is like the immune system's response to an invasion; the more intense, the greater the threat.

From this logical deduction, those expecting the Fed to quickly flood the market with liquidity and cut rates significantly may need to reconsider. Political pressure might instead make the Fed more cautious and hawkish.

In this context, what is the smart choice? Hold safe-haven assets, stay patient, and wait for real certainty to emerge. The key questions become: Will Powell be provoked into becoming more hawkish by this game? Will the Fed's rate cut window continue to be delayed? These are all worth close attention.