当美元降息“鸽声”回荡，什么资产会受益？

Group 1 - The U.S. labor market is showing signs of significant cooling, with only 22,000 jobs added in August and the unemployment rate rising to 4.3% [4][5] - The market consensus is leaning towards a series of interest rate cuts by the Federal Reserve, with expectations of three cuts by the end of the year [5][6] - The anticipated interest rate cuts are expected to create a favorable environment for risk assets, particularly in the U.S. stock market, which may benefit growth-oriented and small-cap stocks [7][8] Group 2 - The global gold market is experiencing a surge, driven by expectations of lower interest rates and increased demand for safe-haven assets amid geopolitical uncertainties [10] - Gold prices have risen significantly, with an increase of nearly 40% year-to-date, and are projected to challenge higher price levels in the near future [10][11] - The anticipated weakening of the U.S. dollar is expected to provide much-needed support for emerging markets [9][11] Group 3 - The upcoming "super central bank week" is expected to influence global capital allocation, with major central banks, including the Federal Reserve, set to announce their monetary policy decisions [9][12] - The current economic data and political dynamics are shaping a pivotal moment for global asset reallocation, with a clear trend towards weaker dollars and stronger gold prices [11][12]