Group 1 - The Federal Reserve's upcoming meeting on September 16-17 is highly anticipated due to the confirmation of three new officials and the potential initiation of a rate-cutting cycle [1][3] - Market expectations for a rate cut have reached 100%, indicating that a reduction is almost certain [1][3] - The new officials may favor a more aggressive 50 basis points cut, while the remaining members might support a 25 basis points cut, but the key takeaway is the start of a new monetary easing cycle [3] Group 2 - The anticipated rate cuts in the U.S. could lead to a decrease in deposit rates in China, affecting trillions of yuan in savings interest [5] - Financial products, primarily backed by deposits and bonds, may see mixed effects; while deposit yields may decline, the bond market could benefit from increased liquidity [7] - Historical trends show that rate-cutting cycles often lead to bull markets in equities, with significant inflows of capital into stock markets expected [9] Group 3 - The gold market is likely to benefit from increased liquidity, with potential for gold prices to exceed $4,000 per ounce as investors seek safe-haven assets [11] - A weaker dollar resulting from rate cuts may lead to appreciation of other currencies, such as the Chinese yuan, prompting investors to consider currency exchanges [13] - The trend of appointing like-minded officials to the Federal Reserve suggests that rate cuts may continue over the next one to two years, impacting various financial assets [15]
美国降息成定局!“放水”时代,定存、股票、黄金,哪些资产能涨?
Sou Hu Cai Jing·2025-09-17 04:16