美联储降息反添乱！市场重回“数据依赖”模式

Group 1 - The Federal Reserve's decision to cut interest rates by 25 basis points has led to initial market gains, but investor sentiment quickly cooled following Chairman Powell's description of the move as a "risk management" decision [1][2] - There is significant internal disagreement within the Federal Reserve regarding the outlook for policy in 2026, which may lead to increased market volatility in the coming year [1][4] - The market's mixed reaction is attributed to uncertainty about the future interest rate path, with the S&P 500 index ultimately closing down despite initial gains [5] Group 2 - The Federal Reserve's focus on the weakening labor market is becoming more pronounced, with concerns about potential downward spirals in employment and upward pressures on prices [2][4] - Economic forecasts from the Federal Reserve indicate stronger nominal economic growth and lower unemployment rates for 2026, yet only one rate cut is planned, creating a contradictory signal [4] - The next Federal Reserve policy meeting is scheduled for October 28, with investors closely watching upcoming economic data, particularly initial jobless claims [5]