The main concern is a subsequent trading recession. If trading does decline, then whether interest rates are cut or not won't make much of a difference; of course, if they are cut, long-term bonds and all-weather strategies will look a bit better than other assets.

$iShares barclays 20+ Yr Treasury Bd(TLT.US)

$State Street® Bridgewater®AllWeather®ETF(ALLW.US)

Longbridge - 纳斯达克的镰刀
纳斯达克的镰刀

$Proshares UltraPro QQQ(TQQQ.US) I think we have to believe this fact: the Fed's interest rate cut cycle might be delayed due to war, but it won't be interrupted.

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