#美联储降息预期# The recent statements from the Fed officials are quite intriguing. Daly and Moussaïd both indicated that a significant rate cut in September is unlikely, but Daly also mentioned that there could be two rate cuts this year. It seems that the expectation for rate cuts still exists, but the timing and magnitude remain to be seen.

For those of us who make a living by watching the market, these subtle changes are where the opportunities lie. I think we should pay attention to the movements of the US Dollar Index and gold, as they tend to react most sensitively to changes in interest rate expectations. At the same time, we should also keep an eye on the performance of high-yield bonds and growth stocks. If the market really starts pricing in rate cuts, these assets may have considerable upside potential.

That being said, it's still too early to draw conclusions. We must remain vigilant and closely monitor subsequent economic data and speeches from Fed officials. After all, in this market, betting too early often means greater risks. Patience and timing are the key to long-term profitability.