#大户持仓动态 $BTC $ACT $SUI

The third wave of interest rate cuts by the Federal Reserve has arrived, but the market's reaction is quite strange—rates have been slashed to 3.6%, and the Dow Jones has surged and then plummeted. Global investors are pondering this question: is this a market rescue, or is it adding fuel to inflation?

🔥The data speaks for itself. The core PCE is still stubbornly high at 2.83%, and the super core inflation is stuck at 3.3%, while the price increases in the service sector are as sticky as glue. What about consumers? They continue to buy, buy, buy, with Trump's tariff threats lurking in the background... In this context, to lower interest rates is indeed counterintuitive.

💥Even more magical is the invisible hand behind it all. For the midterm elections, the White House is directly pressuring the Federal Reserve, even claiming it wants to replace leaders who are "obedient." The national debt has exploded to 37.7 trillion, and each rate cut can save hundreds of billions in interest expenses—this is not an economic policy, but a policy for votes. The divisions within the Federal Reserve have reached historic highs, and its century-long independence is gradually being eroded.

⚠️The market is giving a warning with real actions. The yield on the 10-year U.S. Treasury remains steady above 4.1%, and long-term inflation expectations are still climbing. To understand monetary policy now, one must first look at the political calendar. If inflation is truly ignited for the sake of elections, the stagflation nightmare of the 1970s may no longer be just history.

🌪️ Global assets are trembling — will you choose to follow the trend and cut interest rates, or will you prepare in advance to dodge inflation? Let's discuss your judgment in the comments.

(Investment carries risks, this article is for reference only and does not constitute any advice)