Investment Guide in the Policy Fog: UBS predicts Fed rate cut in September, S&P aims for 6200 points by the end of the year.

According to the Urumqi News app, in recent times, the market focus has been on the policy direction of the United States - from the debate on the "big and beautiful" bill to US intervention in the conflict between the United States and Iran. With the 90-day tariff deferral period coming to an end, the focus of policy in the coming weeks will shift to tariff decisions: whether to extend the deferral period or impose tariffs on countries that have not reached an agreement.