美联储降息，大放水要来了吗？对股债汇房有啥影响？

Group 1 - The Federal Reserve has lowered interest rates by 25 basis points, with Canada following suit, indicating a potential trend of global central banks adopting similar measures [2][3] - The impact of the Fed's rate cut is significant as the US dollar is the international currency, influencing global wealth distribution and asset values [3][4] - Historical instances of major Fed rate cuts have led to substantial market recoveries, with the last three major cuts resulting in significant stock market gains [5][6] Group 2 - The current rate cut is characterized as a defensive measure rather than a response to a major crisis, with expectations of a total reduction of around 150 basis points this year [6][8] - The US economy is facing internal contradictions, with political pressures influencing monetary policy decisions, particularly regarding employment data adjustments [9][11] - The depreciation of the US dollar and the subsequent rise of the Chinese yuan provide China with greater policy flexibility, potentially benefiting its stock and real estate markets [12][13] Group 3 - The stock market in China is expected to respond positively to the Fed's rate cut, with historical data suggesting significant gains during previous rate cut cycles [13][14] - The bond market is also likely to see increased interest from foreign investors, particularly in government and policy financial bonds [13] - The real estate sector's performance will depend on interest rate adjustments, with potential for mortgage rates to drop significantly if the Fed's actions lead to a similar response from the People's Bank of China [13][14]