摩根大通的专家认为 美联储不太可能改变股市叙事

Core Viewpoint - The shift from large tech stocks to value stocks is deemed more significant for stock narratives than the Federal Reserve's policies [1] Group 1 - Ilan Benhamou, a derivatives sales expert at JPMorgan, emphasizes that the market remains robust even during the Federal Reserve's interest rate hikes [1] - The potential for increased volatility exists whether the Federal Reserve pauses after a 25 basis point cut or continues to ease [1] - Overall, the Federal Reserve's actions will not have a substantial impact on the market situation [1]