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.
Fundstrat的研究主管湯姆·李表示，儘管最近出現波動，但美國股市仍可能受益於2025年減少減息。他認爲聯儲局的鷹派立場可能對投資者有利。
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.
發生了什麼：據Fundstrat報道，李週四表示：「[聯儲局] 在2025年削減的次數越少，實際上對牛市有利，因爲它爲保護經濟提供了大量的未來彈藥。」
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.
這些評論是在市場經歷了動盪時期之後發表的，SPDR道瓊斯工業平均指數ETF（紐約證券交易所代碼：DIA）追蹤的道瓊斯工業平均指數經歷了自1974年以來最長的連跌紀錄，SPDR標普500指數信託基金（紐約證券交易所代碼：SPY）追蹤的標準普爾500指數經歷了自2022年9月以來的最大單日跌幅。
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.
拋售是在聯儲局將利率下調25個點子至4.25％-4.5％之後觸發的，但表示2025年僅減息兩次，低於9月份的四次減息。
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.
央行的轉變使一直指望更激進的減息的投資者感到不安。但是，最近的經濟數據繼續顯示出彈性，第三季度GDP增長向上修正至3.1％，每週申請失業救濟人數降至22萬人，低於預期的23萬人。
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.
爲何重要：「我知道昨天的回調確實很痛苦，但對我們來說，支撐股票的基本面完好無損，」 李說。他表示，最近的市場下跌可能是由於驚慌失措的投資者在年底拋售動量交易所致。
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."
聯儲局的鷹派前景尤其影響了債券市場，30年期美國國債收益率攀升至4.75％。儘管存在這些不利因素，但李仍保持看漲立場，建議投資者 「逢低買入」。
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.
沃頓商學院名譽教授傑里米·西格爾也提出了類似的觀點，在他形容對減息的預期 「過於樂觀」 之後，他稱市場的反應是 「健康」 的現實檢查。
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Disclaimer: This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.
免責聲明：該內容部分是在人工智能工具的幫助下製作的，並由Benzinga編輯審查和發佈。
