Group 1 - Federal Reserve Chairman Powell warns that asset valuations are excessively high, indicating an end to the era of easy money [1] - The current U.S. economy presents a paradox with a stable job market and persistent inflation, allowing Powell to maintain high interest rates to combat inflation, even at the risk of economic harm [3] - The "higher for longer" interest rate environment is leading to a global reshuffling of assets, negatively impacting U.S. tech stocks that relied on speculative funding [3] Group 2 - Gold prices remain strong, reaching $2450, reflecting a lack of confidence in the U.S. dollar system amid geopolitical conflicts and national debt concerns [3] - The strong U.S. dollar is attracting global capital, which is expected to impact A-shares, particularly those reliant on speculative trading [3] - The focus shifts to companies with core technologies and profitability, as the global capital market downturn begins [3]
美联储主席鲍威尔终于不装了,直接给全球市场泼了一盆冷水!
Sou Hu Cai Jing·2025-09-25 03:53