Will the rate cut fall short again? Powell is in a dilemma

June was a good opportunity for a rate cut: A-shares are at a low, the U.S. job market shows signs of fatigue, and inflation is controllable. A rate cut could boost U.S. stocks and allow for bargain hunting in Eastern markets. However, Powell chose to wait, wanting to observe the Eastern real estate market and restrain Trump. As a result, A-shares continued to rise, while U.S. employment data worsened.

Now caught in a dilemma: Accelerating rate cuts may lead to capital flowing into Eastern stock markets, while the U.S.'s massive debt struggles to bear the pressure of a 4.5% interest rate, putting U.S. stocks, bonds, and the dollar all at risk; if rates are not cut, the downturn in employment will be hard to stop, U.S. stocks will struggle, and good times in the U.S. may be nearing an end. $BTC $ETH #币安Alpha上新