1. Current data does not indicate a recession in the US economy. However, the data shows that inflation has been effectively controlled, the increase in wage income has also been controlled, and it has not entered a cycle of rising wage incomes and rising inflation
2. Powell stated that it is still necessary to raise interest rates 2 times, but the market thinks it only needs 1
3. The Federal Reserve will continue to raise interest rates later. It's just that the market thinks it takes 1 time; Powell thinks it takes 2 times. The overall market liquidity itself has not changed at the moment.
4. The main reason for the rise in this round is actually similar to Hong Kong stocks. After overfalling, a large number of investors scoured the bottom. In fact, you can notice that the opinions of major banks were skewed. However, what cannot be changed is that investors, retail investors, on the other hand, have very high bottom-hunting sentiment, causing short funds to be caught in. Therefore, the rebound in US stocks in this round is very fast. The more companies that have declined, the more rapidly they have rebounded and rose rapidly
5. This is because the overall liquidity of the global market has not changed much, and the Federal Reserve has been shrinking. Therefore, the market showed an obvious seesaw effect. When China Securities and Hong Kong stocks rose, US stocks did not rise but fell. Now that US stocks are rising, China Securities and Hong Kong stocks are out of money; conversely, they are beginning to fall. The current liquidity situation does not support simultaneous increases in multiple global markets. Hong Kong stocks need to consider entering a mid-level adjustment situation.
6. The US economy is still very strong, and there are no signs of recession. What the capital market needs to worry about is that after the sharp rebound in US stocks, with the Federal Reserve continuing to contract, liquidity will soon be adjusted once all bears have gone backwards and there is no more incremental capital. However, that is...
2. Powell stated that it is still necessary to raise interest rates 2 times, but the market thinks it only needs 1
3. The Federal Reserve will continue to raise interest rates later. It's just that the market thinks it takes 1 time; Powell thinks it takes 2 times. The overall market liquidity itself has not changed at the moment.
4. The main reason for the rise in this round is actually similar to Hong Kong stocks. After overfalling, a large number of investors scoured the bottom. In fact, you can notice that the opinions of major banks were skewed. However, what cannot be changed is that investors, retail investors, on the other hand, have very high bottom-hunting sentiment, causing short funds to be caught in. Therefore, the rebound in US stocks in this round is very fast. The more companies that have declined, the more rapidly they have rebounded and rose rapidly
5. This is because the overall liquidity of the global market has not changed much, and the Federal Reserve has been shrinking. Therefore, the market showed an obvious seesaw effect. When China Securities and Hong Kong stocks rose, US stocks did not rise but fell. Now that US stocks are rising, China Securities and Hong Kong stocks are out of money; conversely, they are beginning to fall. The current liquidity situation does not support simultaneous increases in multiple global markets. Hong Kong stocks need to consider entering a mid-level adjustment situation.
6. The US economy is still very strong, and there are no signs of recession. What the capital market needs to worry about is that after the sharp rebound in US stocks, with the Federal Reserve continuing to contract, liquidity will soon be adjusted once all bears have gone backwards and there is no more incremental capital. However, that is...
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