Group 1 - The article discusses the potential implications of the Federal Reserve's hawkish stance and its impact on the market, particularly in relation to Bitcoin's recent price drop [3][4] - It highlights the internal polarization within the Federal Reserve, with some officials adopting hawkish views while others remain dovish, complicating the decision-making process [4][5] - The article suggests that the current economic environment does not allow for a one-size-fits-all solution, leading to uncertainty in the Fed's actions [5][6] Group 2 - The article reflects on Jerome Powell's past challenges, including market volatility and communication issues, which have influenced his decision-making [6][7] - It emphasizes the historical trend of interest rates, suggesting that they are unlikely to remain stagnant and will eventually break out of the current range [11][20] - The article draws parallels between the U.S. and Chinese real estate markets, indicating that both are facing unique challenges and potential recovery paths [13][16]
留给联储摇摆的时间已经不多
Xin Lang Cai Jing·2025-11-29 01:34