The Fed's interest rate cut "the overall situation has been decided" and the policy path is full of suspense

Golden Finance reported that with the release of a series of employment and inflation data, the "puzzle" of interest rate cut expectations has been spliced ​​intact - the market is fully priced at the Federal Reserve will restart interest rate cuts this week. The current focus of market attention has shifted to the amplitude and rhythm of interest rate cuts. Analysts generally believe that the Fed's 25 basis points rate cut this week is a high probability event, but the possibility of a 50 basis point rate cut is not ruled out. In the context of the "suspense" of the pace of the Federal Reserve's monetary policy, the trend of global major assets will also be different depending on the specific situation. Yang Zirong, an associate researcher at the Institute of World Economics and Politics, Chinese Academy of Social Sciences, said that after the Federal Reserve cut interest rates, the stock market will benefit from the boost of monetary easing policies in the short term. At the exchange rate level, the US dollar index has the potential to act. However, the market's expectations for the Fed's interest rate cut are relatively sufficient, and the key lies in the extent of the interest rate cut, policy statements and market expectations for its independence. (Shanghai Securities News)