If good economic news is bad for stocks, are we investing or just betting on rate cuts?

Investor summaryNeutral

Questions if current equity valuations rely on rate cut bets rather than fundamentals, given the 'good news is bad news' market dynamic.

Bear points

Market reliance on monetary easing suggests underlying fundamental weakness.
Valuations may be disconnected from economic reality, driven by liquidity expectations.

降息与宏观

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