Deep Tide TechFlow News, February 12 — According to Jinshi Data, Evercore ISI analyst Krishna Guhar believes that Kevin Walsh's reputation as a hawk on inflation may be exaggerated. Although his nomination initially pushed up U.S. Treasury yields and lowered gold prices, Walsh should be viewed more as a pragmatic conservative who can distinguish between supply-driven and demand-driven inflation, making him potentially more flexible in the current environment. Walsh has pointed out that artificial intelligence and productivity improvements are positive supply shocks that could ease the pressure to tighten policy. He also advocates for balance sheet reduction but is unlikely to pursue aggressive tightening that could disrupt the markets. In a politically tense environment, it is expected that the Federal Reserve will continue its consensus-driven approach, despite facing unusual pressures.