What is the real bargaining point between 1.25 bp and 50 bp?

The Fed has been guiding the market to a soft landing since the beginning of the year, and it was only last week that the Fed released confidence in expanding by 50 basis points.

This actually damages the Fed's credit a lot. If the Fed chooses 25 basis points, it means that this is in line with Bridgewater's Dalio's policy characterization.

If it is because of Wall Street's instigation last week, the interest rate cut is 50 basis points.

Is it because of economic reasons, or the factor that Wall Street said that the interest rate cut was late?

2. The question of how long and how low the end point of the interest rate cut is.

The current interest rate is 5.25%. Is it 3% or below 3%, and the cycle is one year or two years.

This is completely different for the allocation of various assets, including cyclical assets.

3. The global macro outlook brought by the dot plot.