靴子落地！预计美联储年内还将降息

Group 1 - The Federal Reserve announced a 25 basis point cut in the federal funds rate target range to between 4% and 4.25%, marking the first rate cut in nine months [1] - Following the Fed's announcement, several global central banks also lowered their rates, including the Bank of Canada and the Hong Kong Monetary Authority, which both cut rates by 25 basis points [2] - The Fed's dot plot indicates an increase in the forecast for rate cuts this year from 2 to 3, suggesting two more cuts are expected in addition to the recent one [1] Group 2 - Analysts suggest that the recent rate cut reflects weaker-than-expected economic data in the U.S., and there is a likelihood of continued rate cuts throughout the year [3] - The impact of the Fed's rate cut on global equity markets is expected to be limited in the short term, but a prolonged period of monetary easing may support a slow bull market for global equities [3] - Historical trends indicate that during periods of Fed monetary easing, global asset classes, particularly equities like A-shares, tend to perform well, while bond assets also follow the policy rate movements [3]