The Federal Reserve will announce its interest rate decision on December 11, and the market widely expects another rate cut. The key points to watch are Powell's statements and guidance on next year's rate path, which will directly impact market sentiment.
If Powell signals easing, it could boost U.S. stocks (especially tech stocks), gold, and other risk assets, while the dollar may weaken. Conversely, if his stance is hawkish, caution is needed regarding a market pullback.
On the risk side, attention should be paid to the coordinated policies of global central banks, the possibility of an unexpected rate hike by the Bank of Japan, and the potential impact of U.S. political interference.
Investment advice: It is not advisable to blindly chase highs in the short term; it is better to observe after the decision is made; in the long term, structural opportunities in gold and new energy may be worth considering.