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以史为鉴!若降息美股有望开启新行情
Sou Hu Cai Jing·2025-08-26 00:41

Core Viewpoint - The article discusses the potential positive impact on the U.S. stock market if the Federal Reserve resumes interest rate cuts, as indicated by recent dovish signals from Chairman Jerome Powell [1] Group 1: Market Sentiment - The market's risk appetite has been significantly boosted following the dovish signals from the Federal Reserve [1] - Investors are anticipating a rate cut from the Federal Reserve for the first time in nine months since December of the previous year [1] Group 2: Historical Context - Historical data shows that in 11 previous instances where the Federal Reserve resumed rate cuts after a pause of 5-12 months, the S&P 500 index rose in 10 of those cases, indicating a nearly 90% success rate [1] - The average increase in the S&P 500 during these periods was 12.9%, with the only exception occurring during the 2001 internet bubble burst [1] Group 3: Investor Psychology - The article suggests that investor psychology may play a significant role in the market's reaction to the Federal Reserve's policies, as a more dovish stance could alleviate previous concerns about rate pauses [1]