Aug 8, 2025 8:18:16 AM Trump’s Fed Gambit: The Miran Nomination and Market Stakes Mark Malek How weaponized trade and monetary policy are shaping markets. KEY TAKEAWAYS Tariffs have been weaponized faster and larger than markets expected Trump is using aggressive public jawboning to push the Fed toward rate cuts A vacant Fed seat from hawk Adriana Kugler’s resignation gives Trump an opening Stephen Miran’s nomination could shift FOMC voting balance toward cuts September’s Fed meeting could be one of the most pivotal in years MY HOT TAKES This isn’t just economics–it’s political chess The Fed’s independence is being tested in real time Markets may be underestimating the significance of the Miran nomination Rate cuts will happen sooner if political maneuvering succeeds The balance of power at the Fed is shifting faster than many realize You can quote me: “The Fed may claim it’s independent–but the chessboard says otherwise.”
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