Is a bear market coming? JPMorgan Chase retracts interest rate cut forecast: Global markets face new changes and investment response strategies
JPMorgan Chase's retraction of the interest rate cut forecast has brought considerable shock to global markets. From the current situation, the market's previous optimistic expectations have been shattered, entering a new adjustment phase. Inflation remains a key constraint on the Federal Reserve's decision-making, and the uncertainty in its trajectory makes it difficult for the Federal Reserve's monetary policy to make choices, which directly affects the allocation direction of global assets.
For investors, in such a complex and changing market environment, greater caution is needed. Short-term hedging is necessary; reducing leverage can mitigate losses from market fluctuations, and increasing cash-like assets can enhance liquidity to cope with various potential situations. Mid-term positioning in anti-inflation sectors and high-dividend assets can, to some extent, resist inflation risks while obtaining relatively stable returns. In the long run, although tightening liquidity will put pressure on the market, it is also a good time to select quality assets. Those with core competitiveness and stable performance may stand out after market adjustments.
However, the market is dynamically changing, and it is necessary to closely monitor inflation data, the Federal Reserve's policy direction, and other macroeconomic indicators, adjusting investment strategies in a timely manner based on actual conditions to reduce risks and achieve asset preservation and appreciation.
The market changes every day. Don't let your mindset get too tight. If you often feel you're a step behind and are afraid of being disturbed by market noise, feel free to chat with me. #美股2026预测 #山寨币市场回暖