#美联储货币政策预期 It seems that Fed officials are once again putting on the interest rate cut show. Daly supports a rate cut in December, Mester is calling for substantial cuts, and even the Treasury Secretary says it’s time for the Fed to step back. This situation reminds me of those old project teams that only shouted slogans, always promising bullish news and a takeoff, but in the end, it was all just empty talk.

As someone who’s been through this, I advise everyone not to get carried away by such rhetoric. Remember, the market always leads policy. Now that officials are starting to soften their stance, it probably means the economic situation is worse than we think. Rather than pinning your hopes on a rate cut boost, it’s better to focus on your own investment portfolio.

My advice: First, stay vigilant and don’t trust any news blindly; second, manage your risks and don’t over-leverage; third, focus on fundamentals and choose projects with real value. Remember, surviving in this market is more important than making quick money. Don’t let yourself become fodder for the big players—protecting your own wallet is what really matters.