$FISCALPOLICY - There's a need for more active and visible fiscal policy leadership from presidents, as there has been an over-reliance on central banks since the financial crisis.
$INFLATION - There's a possibility of the Fed maintaining an easy policy stance even as inflation rises above target, which could be concerning from a policy perspective.
Bearish:
$CENTRALBANKS - Advanced economies have relied too heavily on central banks since the financial crisis, potentially undermining their effectiveness and independence.
$BONDMARKET - Political pressure, particularly from the White House, may indirectly influence Fed decisions through its impact on market expectations, potentially affecting bond markets.
$USD - There's a possibility of US intervention in foreign exchange markets to promote a weaker dollar, which would be a decision made by the US Treasury.