Breaking news! A big shot from the Federal Reserve just dropped a line, and the market instantly cooled down...
Brothers, just now, a heavyweight figure from the Federal Reserve, Bostic, made a statement! He made it clear: the recent employment data has been fluctuating wildly, like a roller coaster, making them (the Federal Reserve) even more hesitant to take action. To put it simply, it's “uncertainty, continue to wait and see”!
What does this mean? The market's expectation for “quick rate cuts” might be postponed again! They are currently in a position of “no rabbits, no hawks”; inflation needs to stabilize, and the employment data must provide them with a clear and sustained trend. Right now, the employment situation is strong one moment and weak the next, even the Americans are worried, what if they ease up and inflation explodes again?
So, I’ve said before, don’t have too many illusions about short-term rate cuts. The liquidity gates won’t be opened so quickly, and the high-interest-rate environment might last longer than everyone thinks. This means volatility and differentiation for the market! Especially for those narrative sectors that rely on liquidity, pressure will continue to exist. In terms of operations, don’t chase high prices, prioritize stability, and keep some bullets in reserve.
What do you think? How many times do you believe the Federal Reserve can cut rates this year? Let’s chat in the comments! #何时抄底？ #美联储何时降息？
