Core Insights - Nearly 80% of respondents believe that AI-related stock valuations are over 20% too high, expressing concerns about potential government shutdowns leading to data shortages and high inflation, as well as questioning political influences on Federal Reserve decisions [1] - 92% of respondents expect the Federal Reserve to cut interest rates by 25 basis points this week, with the possibility of further cuts in the next two meetings, although there are significant doubts among 38 respondents, including economists, strategists, and fund managers [1] - Following this week's expected rate cut, 84% of respondents anticipate another cut in December, and 54% expect a third cut in January next year, with a total forecast of 100 basis points in cuts over the next two years, bringing the federal funds rate down to 3.2% by the end of 2026 [1]