At the same time, Treasury buybacks could help ease pressure on the long end, while cooling inflation creates room for monetary policy to become more supportive. That creates an interesting setup: AI and semiconductors remain the growth engine, while gold can provide portfolio balance when macro uncertainty rises.
For me, the key lesson is simple: don’t just predict the next rate move—understand how policy expectations are transmitted into asset prices.
@TBlive [龇牙]
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