策略师：实际利率仍然高企或为美联储很快降息提供理据

Group 1 - The core viewpoint of the article is that actual interest rates may still be too high, potentially leading the Federal Reserve to lower rates again soon [1] - Scott Helfstein, the investment strategy director at Global X, believes that the Federal Reserve's stance may remain more accommodative than market expectations, with a possible rate cut in the first quarter [1] - The market is likely driven by fundamentals, and the current earnings season has met high market expectations, with many companies reaffirming their performance forecasts [1] Group 2 - The Federal Reserve maintained interest rates as expected, following a pause after three consecutive rate cuts [1]