#美联储货币政策调整预期 The Fed's statement this time really relieved the market. The core PCE data for August basically met expectations, with an annual rate of 2.9%, although it is still above the 2% target, the overall inflation situation is improving. It now seems likely that there will be two rate cuts of 25 basis points each before the end of the year.

However, as a veteran, I must remind everyone not to be too optimistic. Although the expectation of interest rate cuts is beneficial for risk assets, market reactions are often excessive. It is advisable to pay attention to the position changes of several experts, especially those traders who are good at grasping policy turning points. I will moderately increase my position in follow trades, but at the same time, I will retain about 30% in cash to cope with volatility.

Remember, following trades also requires strategy. Don't go all in; diversifying risk is very important. Identify your risk tolerance and choose a trading style that matches. While the expectation of interest rate cuts is good, the real test is yet to come. Stay alert and be ready to adjust your strategy at any time; this is the key to long-term success.