The Fed cuts interest rates, the global major asset classes will usher in value restructuring

Many signs indicate that the Federal Reserve's interest rate cut is imminent. Driven by factors such as weak U.S. employment data, the market has now fully priced in the Fed's rate cut in September. If the Fed cuts interest rates, global asset classes will inevitably undergo a new round of structural adjustments, with various assets closely following global capital flows and presenting different trends. For U.S. dollar assets, overall, a Fed rate cut is positive for U.S. stocks and bonds but negative for the U.S. dollar index; for non-U.S. assets, a Fed rate cut will weaken the attraction of U.S. dollar assets and drive global funds to reallocate.