Market reaction is not panic, but re-pricing

It is worth noting that the news of Wosh becoming a hot topic did not trigger a sharp market panic, which is an important signal in itself. It indicates that the market does not consider this a "black swan," but rather a gradual adjustment of expectations.
The reasons are:
* Current interest rates are already high
* The market has pre-absorbed some hawkish expectations
* The true variable lies in "sustainability," not a "one-time action"
If Wosh takes office, he is more likely to adopt a stable and bounded policy path rather than an emotional sudden turn. This could actually reduce long-term uncertainty, with only short-term valuations needing recalibration.
From a trading perspective, the market is more likely to see:
* Overvalued assets correction
* Defensive sectors outperforming
* Volatility phase temporarily rising
This is not a "bear market signal," but a style shift signal. Many investors tend to equate hawkish figures with market crashes, but historical experience tells us that what truly harms the market is often "repeated swings," not a clear stance. #沃什成美联储主席最大热门