Only the Federal Reserve can make the effect of interest rate cuts resemble that of rate hikes. Initially, it was a cut of twenty-five basis points, but the markets all plummeted. The Dow Jones fell by 2.58 points, marking ten consecutive days of decline—this is the first time in fifty years. The S&P 500 dropped by three points, while it fell by 3.56 points. Tesla lost over 960 billion in one day. This was supposed to be a rate cut, but the dollar index actually surged. As for other assets, it was disastrous; gold and cryptocurrencies all fell, and the offshore RMB reached 7.32.
This is all due to a statement from Fed Chair Powell, suggesting that the pace of rate cuts will slow down over the next three years. Previously, everyone believed there would be four rate cuts next year, totaling one hundred basis points. Now it may only be two cuts, amounting to fifty basis points. This has left everyone in a state of confusion.
Initially, everyone planned that with the Fed finally cutting rates, the pressure on the global economy would ease significantly, allowing for a round of monetary easing. This would have enabled a substantial increase in assets across various countries, but unexpectedly, halfway through, things changed.