With the Fed's interest rate resolution approaching, the market has basically accepted the fact that the rate will not be cut. Although there was a wave of early “March rate cut” fantasy, but with the stubborn inflation data, the job market is still strong, rate cut expectations continue to move back. Now, more money is concerned about: whether the Federal Reserve will start the rate cut cycle in the middle of the year, and today's statement and press conference whether to release a more clear dovish signal.
If tomorrow's rhetoric is hawkish, U.S. stocks face short-term adjustment pressure, especially technology stocks and high valuation sectors may be hit; but if the rhetoric is moderate, emphasizing the possibility of interest rate cuts in the next few months, the market is expected to stabilize or even rebound. Regardless of the outcome, against the backdrop of high interest rates and a slowing economy, controlling positions, focusing on cash flow and choosing high-quality assets will remain the main theme of investment in the next phase.
Here's the question: when do you think the Fed will cut rates for the first time?June?September? Or later? Feel free to share your views!