The Fed is expected to cut interest rates by 25 basis points on October 30, lowering the rate to 3.75%-4.00%.

The key focus of this interest rate meeting is not only the rate cut but also whether the Fed will simultaneously announce a halt to the balance sheet reduction, which will become an important signal for the shift towards an accommodative monetary policy.

If interest rate cuts and the halt of balance sheet reduction are implemented simultaneously, it will inject new liquidity into the market. Historical data shows that liquidity turning points often boost the performance of risk assets, with tech stocks and the crypto market likely becoming key areas for capital allocation.

The initial stage of policy shift is a window for laying out long-term value assets.

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@MSX_CN Always advocate to grasp structural opportunities driven by macro factors: focus on assets benefiting from liquidity premium during the interest rate cut cycle.