Recently, the investment community has developed new views on the Fed's monetary policy direction. Investment institutions such as Aureus Asset Management pointed out that although the market generally expects the Fed to start cutting interest rates before the end of the year, inflation risks cannot be ignored.

Experts analyze that despite a series of tariff negotiations, price levels remain high. In this situation, how the Fed balances inflationary pressures and economic growth has become the focus of investors.

In the current economic environment, some investment institutions are beginning to adjust their investment strategies. They are increasingly focusing on the fixed income market, believing that it may offer lower volatility compared to traditional stock investments.

This perspective reflects investors' tendency to seek stable returns in the current uncertain economic environment. However, maintaining a balanced portfolio under inflationary pressures remains a significant challenge for investors.

As the economic situation continues to evolve, investors need to closely monitor the Fed's policy signals and their potential impact on the prices of various assets. In this volatile market environment, flexibly adjusting investment strategies may become key to coping with uncertainty.