Despite the inexplicable prediction made by Morgan Stanley's analysts on Thursday, which suggested that the Federal Reserve might not cut interest rates this year, I recommend that Morgan Stanley quickly fire these analysts who are just coasting; it's better to raise a group of pigs than to keep them.
Fortunately, the bond traders on Wall Street still know their stuff, as they predicted three interest rate cuts this year on Thursday. This is basically consistent with the predictions I have been making, and the changes in FedWatch indicate that the probability of an unexpected early interest rate cut by the Federal Reserve at the next meeting on May 8 has increased. The logic here is quite simple: if the tax increase is 10%, many producers might just grit their teeth and accept it. But now, many countries have tax increases of 30% or even 50%, and there's no point in thinking about it; aside from raising prices, there’s no other option—you can choose to buy or not! Therefore, if the Federal Reserve insists on a 2% inflation target, they are just dreaming. In such a scenario, being able to keep inflation below 10% would be a blessing. Rather than that, it's better to choose the lesser of two evils and quickly cut interest rates to save the stock market, while also reducing their own interest payment pressure. BTC.ETH.XRP$BTC $ETH $XRP #加密市场回调 #美国加征关税 #币安投票上币
