Group 1 - The article discusses the potential for the Federal Reserve to lower interest rates, with analysts predicting a possible four rate cuts within the year, driven by a tame PCE index at 2.6% [1][2] - Despite the optimistic outlook for rate cuts, stock market volatility persists, indicating that large institutional investors may be engaging in "washing" activities, causing fluctuations in stock prices [2][3] - The article emphasizes the importance of understanding the underlying logic of institutional "washing," where institutions manipulate stock prices to shake out weak hands before a potential rally [3][5] Group 2 - The use of quantitative analysis tools is highlighted as a means to uncover the true trading intentions behind stock movements, contrasting traditional K-line charts with quantitative data representations [7][8] - The article provides a practical example of how the market reacts to Federal Reserve rate cut expectations, showing that some sectors exhibit typical "shakeout" characteristics despite positive macroeconomic signals [10][12] - The conclusion stresses the significance of tracking the real movements of institutional capital over merely speculating on Federal Reserve policies, asserting that understanding where money flows is far more critical [13]
瑞银发声:美联储本月正式四连降