#美联储货币政策 Recently, several major banks have shown a divergence in their expectations regarding the Fed's interest rate cuts, which truly makes me sweat. Morgan Stanley and JPMorgan no longer anticipate a rate cut in December, while Goldman Sachs still believes there is a possibility. Behind this divergence, it is likely the uncertainty of employment data and inflation trends is at play.

As a cautious follower, I believe it is not advisable to place heavy bets on Fed policies at this time. It might be better to diversify funds among different traders and choose strategies that are less sensitive to interest rates. At the same time, closely monitor subsequent economic data, especially employment and inflation indicators, and be ready to adjust positions at any time.

After all, market expectations are often more important than actual policies. Even if there is no interest rate cut in December, if the market generally expects a rate cut to begin early next year, then asset prices may react in advance. The key is to identify the turning point in market sentiment and position oneself before most people react.

In such times, it is more important to remain calm and patient. Do not let short-term fluctuations deceive your eyes, but instead, broaden your perspective for the long term. After all, the casino is always open, and what matters is how we maintain our advantage over the long haul.