Group 1 - The core viewpoint of the articles revolves around the anticipation of the Federal Reserve's decision, with the market showing mixed reactions as it awaits clarity on future monetary policy [2] - The U.S. stock market is experiencing fluctuations, while gold prices hover around $4200 and Bitcoin around $90,000, indicating a cautious market sentiment ahead of the Fed's announcement [2] - The market is betting on a "hawkish rate cut" from the Federal Reserve, with a focus on Jerome Powell's stance rather than the rate cut itself, suggesting that his communication will significantly influence market direction [2] Group 2 - The market expects a rate cut that aligns with predictions, accompanied by a hawkish tone in the dot plot and language to reassure the bond market and the dollar, without directly announcing a pause to avoid triggering risk assets [2] - The upcoming Fed meeting is viewed as a critical moment for setting the tone for the next six months, with the S&P 500 expected to experience a ±0.7% volatility following the decision, indicating heightened market sensitivity [2] - The real risk is anticipated to manifest 24 hours post-decision, as the market's true sentiment will emerge after a period of reflection on the Fed's announcements [3]
变盘前夜,一句话,就能让世界改写方向
Sou Hu Cai Jing·2025-12-09 23:19