The financial markets are closely following the Fed's policy direction. Recently, David Kelly, Chief Global Strategist at JPMorgan Asset Management, issued a warning, pointing out that the Fed may adopt a strategy of prematurely cutting interest rates, a decision that could have unintended consequences, particularly exacerbating inflationary pressures.

In the face of this potential risk, Kelly advises investors to adopt a more cautious investment strategy by diversifying their funds into a diversified portfolio. He particularly emphasizes the importance of alternative assets and international assets, with gold being viewed as a highly attractive option. In fact, JPMorgan predicts that gold prices will rise significantly in the coming years, potentially reaching a high of $4000 per ounce by the first quarter of 2026.

Meanwhile, the market is eagerly awaiting the upcoming release of a series of important economic data, among which the most关注 is the consumer price index for July (CPI). This data will provide valuable information for analysts and decision-makers, helping to assess the current economic situation, especially against the backdrop of a gradually cooling labor market, where the impact of tariff policies on inflation will become the focus.

Several economists have stated that the upcoming data will have a significant impact on the Fed's interest rate decision in September. As the economic environment continues to change, both investors and policymakers need to remain vigilant and closely follow market trends to make informed decisions.