Core Viewpoint - Ed Dowd, a senior analyst and co-founder of Phinance Technologies, warns that the U.S. economy is facing severe challenges that are being underestimated, particularly in light of the upcoming interest rate cuts by the Federal Reserve, which he believes could lead to a "panic rate-cutting cycle" similar to the 2007 financial crisis [1] Economic Data and Trends - Dowd highlights that the recent annual non-farm employment revision data from the Bureau of Labor Statistics (BLS) reveals significant issues with economic data during the Biden administration, indicating that Trump is now dealing with a "disaster" [1] - He predicts that the U.S. real estate market is already weakening and that declining inflation expectations will make it difficult for the Federal Reserve's rate cuts to reverse this trend [1] Investment Recommendations - Dowd suggests that investors should consider safe-haven assets such as gold and land in light of his forecast of a "very deep recession" globally [1] Market Sentiment - Analysts from Morgan Stanley, JPMorgan, and Oppenheimer Asset Management caution that as investors shift their focus to potential economic slowdowns, a more cautious tone may replace the current optimistic sentiment [1] - These analysts indicate that following the anticipated rate cuts by the Federal Reserve, the recent upward trend in the U.S. stock market may face risks of a temporary halt [1]
华尔街分析员:美联储或将开启恐慌性降息周期,全球将陷入“非常深度的衰退”
Sou Hu Cai Jing·2025-09-16 01:12