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根據Invesco的Brian Levitt,聯邦儲備局已有效地將市場定位於預期今年內會多次降息。聯儲局目前的政策框架正為尋求調整投資組合的投資者創造有利條件。由於降息預期已經反映在市場動態中,資金流向正在不同資產類別之間轉移。這一宏觀背景正在重塑交易者和機構的配置策略。共識認為多次降息的可能性很高,這可能在未來幾個月對傳統和加密資產市場產生重大影響。