美联储再次降息25个基点 鲍威尔表态引发跳水 影响几何？

Group 1 - The Federal Reserve announced a 25 basis point cut in the federal funds rate target range to between 3.75% and 4% on October 29, marking the fifth rate cut since September of the previous year [1] - The Fed will stop its balance sheet reduction starting December 1, 2023, ceasing the reinvestment of maturing U.S. Treasury securities [1] - Fed Chairman Jerome Powell indicated that the U.S. government shutdown is impacting economic activity and that many consumers remain dissatisfied with inflation levels [1] Group 2 - Following Powell's hawkish remarks, U.S. stock markets experienced a slight decline, with the Dow Jones down 0.16% and the S&P 500 nearly flat, while the Nasdaq rose 0.55% [2] - Large tech stocks, such as Nvidia, saw gains, with Nvidia's market capitalization exceeding $5 trillion [2] - The dollar strengthened post-announcement, while gold prices fell below $3,950 [2] Group 3 - Analysts suggest that the Fed's shift from tightening to a neutral stance may lead to 3-4 more rate cuts, but uncertainties remain due to data delays and leadership changes [3] - Market expectations for a December rate cut have been significantly adjusted, with short-term pressures on U.S. stocks and gold anticipated [3] - The overall liquidity in the U.S. market is expected to remain accommodative, supporting asset prices, despite potential challenges in the employment market and inflation levels [3]