Attitude towards interest rate cuts
Trump is dovish, Powell is hawkish
It can basically be said that a 25 basis point rate cut in September
Is almost a foregone conclusion
It’s also possible that old Powell softens his tone this time and cuts rates by 50 basis points
The market will directly reach a peak ignition point
So now is a good time for early positioning, entering in batches
The market will improve month by month
September is a day of blooming and bearing fruit #杰克逊霍尔会议