分析师：鲍威尔的言论对股市造成短暂冲击

Core Viewpoint - The recent interest rate cut was anticipated by the market, but Powell's comments have dampened optimism regarding another cut in December [1] Group 1: Federal Reserve and Interest Rates - Powell's statements reflect internal tensions within the Federal Reserve regarding further rate cuts, especially with inflation remaining high and exceeding the Fed's own targets [1] - Investors should expect inflation to remain elevated for an extended period, which will limit the extent of further monetary easing [1] Group 2: Market Reaction - Following Powell's remarks, the stock market experienced a pullback as investors had initially expected more rate cuts to provide a boost [1] - This reaction is seen as temporary, with the underlying driver of the stock market still being corporate earnings, which remain strong [1] - The company maintains a fully invested position in its portfolio despite the market fluctuations [1]