Market analysis: The next possible window for the Fed to cut interest rates will be September

Odaily Planet Daily News: Analyst Matthias Scheiber said that as uncertainty surrounding tariffs persists and the U.S. labor market remains strong, the Federal Reserve has adopted a widely expected "wait-and-see" attitude towards interest rates. From our perspective, the next window for the Fed to cut interest rates will be September. We expect that if inflation continues to fall to the target of 2.0%, the Fed may cut interest rates twice this year. "We expect stock market performance to continue to fluctuate and continue to favor the lower-priced parts of U.S. stocks, international stocks and emerging market stocks because of better valuations, more fiscal and monetary stimulus that may be coming, and higher valuations for some U.S. large-cap stocks." "Given that overall yields remain attractive, we remain optimistic about the prospects for high-quality bonds." (Jinshi)