I have been following the market lately and have an idea I want to discuss with everyone. There have been 88 rate cuts globally this year so far, which is the fastest wave of rate cuts since the pandemic in 2020. Almost all major Central Banks are easing their policies, and the United States is also very likely to be no exception.

Moreover, I saw the survey of fund managers from Bank of America and the UK, and almost everyone agrees that the Federal Reserve is very likely to implement QE (Quantitative Easing) or YCC (Yield Curve Control) in the future. In other words, the market has actually formed a consensus in advance regarding the U.S. going for monetary easing.

Based on this judgment, my own idea is:

The US dollar may weaken, so I won't heavily invest in dollar assets.

Gold and $BTC are worth adding a bit to your position, as they can hedge against inflation and resist currency depreciation.

Emerging markets may also welcome capital inflows and growth opportunities, and there is also allocation value here.

Overall, it means that the US dollar should be cautious, while gold, cryptocurrencies, and emerging markets may be the next opportunities. Everyone can refer to this themselves; personally, I feel that now is a worthwhile time to position in advance.