Odaily星球日报讯 聚集在沙特阿拉伯“未来投资倡议”（Future Investment Initiative）大会的一些全球金融界大佬似乎暗示市场对美联储降息的押注可能过头了。当被问及他们是否认为今年美联储会再降息两次时，一个有高盛集团、摩根士丹利、渣打、凯雷集团、阿波罗全球管理和道富集团负责人参加的小组讨论会没有一个人举手。多数人赞同到 2024 年底美联储可能会再降息一次。贝莱德首席执行官 Larry Fink 在沙特阿拉伯举行的“未来投资倡议”论坛上表示他预计美联储今年至少会再降息 25 个基点。（金十）

全球金融界大佬认为美联储今年不会再降息两次

Odaily Odaily News: Some global financial leaders gathered at the Future Investment Initiative conference in Saudi Arabia seemed to suggest that the market&#39;s bets on the Federal Reserve&#39;s interest rate cuts may be too much. When asked if they thought the Federal Reserve would cut interest rates twice more this year, no one raised their hand at a panel discussion attended by the heads of Goldman Sachs, Morgan Stanley, Standard Chartered, Carlyle Group, Apollo Global Management and State Street Corporation. Most people agreed that the Federal Reserve may cut interest rates once more by the end of 2024. BlackRock CEO Larry Fink said at the Future Investment Initiative forum held in Saudi Arabia that he expects the Federal Reserve to cut interest rates by at least another 25 basis points this year. (Jinshi)

Global financial leaders believe that the Fed will not cut interest rates twice this year

Odaily Planet Daily Report: Wharton School finance professor Jeremy Siegel said that if the non-farm payroll data released on Friday (November 1) rises unexpectedly sharply, the FOMC may keep the federal funds rate unchanged in November. Siegel expects three to four more rate cuts in this easing cycle, long-term interest rates to remain high, the stock market to appear strong, and the economy to remain resilient. In August, Siegel had called for the Federal Reserve to cut rates by 75 basis points urgently. (Gold Ten)

Wharton finance professor: If non-farm data is strong, the Fed may pause rate cuts next week

Odaily Planet Daily Report: Wil Stith, a bond portfolio manager at Wilmington Trust, said that if the inflation data released on Thursday is stronger than expected and the non-farm data on Friday is hotter than expected, "I think they can discuss suspending the rate cut, because they have already cut rates by 50 basis points." Jeffrey Roach, chief economist at LPL Financial, also believes that strong employment growth may convince the Fed to suspend the rate cut in November. However, other observers of the Fed say that the data to be released on Thursday and Friday are unlikely to change the Fed's rate cut path. Jamie Cox, managing partner of Harris Financial Group, said, "Regardless of the data, the Fed is on the path of a 25-basis-point rate cut in November, and the central bank is unlikely to change this trajectory." Ellen Zentner, chief economic strategist at Morgan Stanley Wealth Management, said, "There is no reason to believe the Fed will not cut another 25 basis points in November" unless the employment report sees a major surprise. Currently, many traders agree with this assessment. As of last Friday, investors see a probability of over 90% that the Fed will cut rates by 25 basis points at the November meeting. (Jinshi)

Analyst: Regardless of non-farm and PCE data, the Fed may cut interest rates by 25 basis points in November

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As for the current cryptocurrencies, Bitcoin can no longer be considered a <crypto> asset, while others are in PVP.

On October 29th, the Bitcoin that had been stumbling for 3 months finally stood above $70,000 again. $70,000 seems to be a key whole number, which is not only the peak of the 2021 bull market, but also the psychological whole number for many people to judge whether to get on board. The all-time high of Bitcoin was $73,777 in March this year, which is only a 5% difference, and everything will be different again.

The whole number in a bull market still needs a sense of ritual. Looking back, what reasons could have lifted the market...