Tom Lee Explains Why 'Fewer Cuts In 2025' Could Boost The Market, Urges Investors To 'Buy The Dip' Amid Recent Volatility
Tom Lee Explains Why 'Fewer Cuts In 2025' Could Boost The Market, Urges Investors To 'Buy The Dip' Amid Recent Volatility
The selloff was triggered after the Federal Reserve cut rates by 25 basis points to 4.25%-4.5% but signaled just two rate cuts for 2025, down from four projected in September.U.S. stock markets could benefit from fewer interest rate cuts in 2025 despite recent volatility, according to Fundstrat's head of research Tom Lee, who sees the Federal Reserve's hawkish stance as potentially beneficial for investors.
根据Fundstrat的研究负责人Tom Lee的说法，尽管近期市场波动不断，但美国股市可能会因2025年利率减息减少而受益，他认为美联储的鹰派立场可能对投资者有利。
What Happened: "The fewer cuts [the Fed does] in 2025, it actually is better for this bull market because it provides a lot of future ammunition to protect the economy," Lee said on Thursday, according to Fundstrat.
发生了什么：Lee周四表示，"美联储在2025年减息的次数越少，这对这个牛市实际上越有利，因为它为保护经济提供了大量未来的弹药"，这是根据Fundstrat的说法。
The comments followed a tumultuous period in markets, with the Dow Jones Industrial Average as tracked by the SPDR Dow Jones Industrial Average ETF (NYSE:DIA) struggling through its longest losing streak since 1974 and the S&P 500 tracked by the SPDR S&P 500 ETF Trust (NYSE:SPY), suffering its steepest one-day decline since September 2022.
这一评论是在市场经历了一段动荡时期后作出的， 道琼斯指数通过SPDR道琼斯工业平均指数ETF（NYSE:DIA）跟踪，经历了自1974年以来最长的下跌周期，而S&P 500通过SPDR 标普500指数ETF Trust（NYSE:SPY）跟踪，遭遇自2022年9月以来最大的一日跌幅。
The selloff was triggered after the Federal Reserve cut rates by 25 basis points to 4.25%-4.5% but signaled just two rate cuts for 2025, down from four projected in September.
此次抛售是在美联储将利率下调25个基点至4.25%-4.5%并信号只在2025年减息两次的情况下触发的，低于9月份预计的四次。
The central bank's shift rattled investors who had been counting on more aggressive rate cuts. However, recent economic data continues to show resilience, with third-quarter GDP growth revised upward to 3.1% and weekly jobless claims falling to 220,000, below expectations of 230,000.
中央银行的这一转变让那些指望更激进减息的投资者感到不安。然而，最近的经济数据继续显示出韧性，第三季度GDP增长上修至3.1%，每周失业救济申请降至220,000，低于230,000的预期。
Why It Matters: "I know yesterday's pullback was really painful, but to us, the fundamentals supporting stocks are intact," Lee said. He suggested that recent market declines might be driven by panicked investors selling out of momentum trades as the year ends.
为什么这很重要：Lee表示，"我知道昨天的回调非常痛苦，但对我们而言，支撑股票的基本面依然 intact。" 他建议，近期市场的下跌可能是由于恐慌的投资者在年底前纷纷抛售动量交易。
The hawkish Fed outlook has particularly impacted the bond market, with 30-year Treasury yields climbing to 4.75%. Despite these headwinds, Lee maintains a bullish stance, recommending investors "buy the dip."
美联储的鹰派前景特别影响了债券市场，30年期国债收益率攀升至4.75%。尽管面临这些逆风，Lee仍然保持看好态度，建议投资者"买入回调。"
Wharton Professor Emeritus Jeremy Siegel offered a similar perspective, calling the market's reaction a "healthy" reality check after what he described as "overly optimistic" expectations for rate cuts.
沃顿大学名誉教授杰里米·西格尔提供了类似的看法，称市场的反应是对他所描述的"过于乐观"的利率削减预期的"健康"现实检查。
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