The latest economic data shows that a rate cut in September has become a common expectation in the market, with a 94.4% probability of a 25 basis point cut. This expectation has had a significant impact on the financial markets.

If the Federal Reserve lowers interest rates by 25 basis points as expected, it may be viewed as good news that has already been fully priced in by the market, potentially leading to a short-term market correction. However, if the Federal Reserve decides to be more aggressive and lowers rates by 50 basis points, this would exceed market expectations and could trigger a strong rise in financial asset prices.

Investors should closely monitor the Federal Reserve's decisions and their potential impact on various assets. While rate cuts are generally seen as measures to stimulate the economy, they also reflect the challenges facing the economy. Therefore, when making investment decisions, it is important to consider not only changes in interest rates but also the overall macroeconomic situation and the performance of specific industries.

Regardless of the final outcome, this potential interest rate cut will have a profound impact on the global financial markets, and it is worth our continued attention and analysis.