#美联储政策与会议 Seeing the dense schedule of events at the start of 2026, my first reaction is: institutions are preparing for an important "Zero Reset Restart."

From the Fed Chair nomination to FOMC meetings, from tariff policies to crypto regulatory frameworks, as these catalysts unfold one by one, market uncertainty will be relatively high. We often see this situation—when multiple major events arrive in quick succession, investors tend to fall into the rhythm of chasing hot topics and frequently adjusting their portfolios.

Years of experience have taught me that the most prudent approach in such situations is: first, do not attempt to precisely time each catalyst. No one can accurately predict how the market will react when an event occurs. Second, review whether your positions can withstand reasonable fluctuations. If your allocation can only handle minor volatility, now may be the time to reassess your risk exposure. Third, view these events as part of a long-term asset re-pricing process, rather than short-term trading opportunities.

The end of tax-loss selling, options expirations, and short covering—these backgrounds indeed create some microstructural opportunities for the market, but for the vast majority of investors, it’s important to know where your bottom line is, rather than following the crowd to speculate on each wave of market movement. A sense of security comes from a clear allocation logic, not from precise predictions of the future.