There were not many big events last week, but the market was not small at all. Since the US election, nothing in the financial market has risen smoothly except the US dollar and Bitcoin, and even the varieties that Trump intends to suppress have fallen one after another. At present, the market is still in the honeymoon period when the market expects the effectiveness of Trump's policies, and the main line has not changed much, which means that before Trump really takes office, strong varieties will continue to be strong, while weak varieties are more likely to continue to fall. Everyone should pay attention to it.The chairman of the Federal Reserve said at an event in Dallas last week that the current recovery momentum of the U.S. economy is good, the labor market is stable, and although i

In last week's US election, Trump finally won, and the market entered the honeymoon period of Trump's trading. Although Trump will not officially take office until January next year, his remarks and preparatory actions have made the market full of expectations. The recent market fluctuations are all related to his words and deeds, so everyone should pay attention to tracking them. The following is a slight list of the relevant trading opportunities after Trump won the election for your reference.The U.S. stock index differentiates, keeping a close eye on the Dow RussellBefore the election, I analyzed with you that Trump's relevant policies will be relatively beneficial to small and medium-sized enterprises and traditional industries, so the Dow Jones Industrial Average and the Russell 2000

The U.S. election has entered the final stage. Although the last voting day is November 6th, there are already a lot of voting data for reference due to mail-in ballots and early voting. Generally speaking, no candidate can win shoo-in at present. Let's wait for the results on Tuesday to observe the final changes in the market and whether supporters of both parties are satisfied with the process of the results after the final results are released. If they are dissatisfied, there may be riots similar to those in 2020, which may bring further turmoil to the market, and this turmoil may be global.The impact of U.S. stock indexesAfter the presidential election in the United States, the motivation to maintain the stability of the American stock market will gradually disappear. The continuation

After the U.S. stock market closed over the weekend, it was suddenly reported that Israel's retaliation plan for the Iranian attack had been implemented. Judging from the time when it occurred, it was obvious that Israel chose to close the financial market because it did not want things to expand. This is related to the approaching time of the U.S. election. Not unrelated. At the same time, the focus of Israel's retaliation is to attack Iran's related military facilities, avoiding crude oil and nuclear facilities, which is lower than market expectations. Therefore, if Iran does not take further actions after Israel's retaliation, the market will return to calm. But the question is, will Iran suck it up?Profound impact on the crude oil marketIf this "retaliation cycle" does not have a stron

The U.S. general election will enter the voting stage on November 5th, and it is less than a month before the polling day. Looking at the current U.S. general election situation, there is still no candidate who can win.It is conceivable that there may still be many unexpected events affecting the election situation in the follow-up. Therefore, I suggest you wait and see what happens, and there is no need to speculate too much. However, because the platforms of the two candidates in this general election are quite different, whoever is elected will at least affect the policy changes in the next four years. Impact on U.S. stock indexes during the election periodFor the U.S. stock index, the general trend depends on the Federal Reserve. After all, it has entered a cycle of interest rate cuts,

During the National Day, the biggest thing in the external market was that Iran launched a large number of missile attacks on Israel on October 1 in response to a series of previous deaths of Iran's close leaders, which plunged the entire situation in the Middle East into a "cycle of revenge" and once again changed market expectations. The focus is reversed. As everyone in China is still immersed in the joy of the skyrocketing A-shares, there is little attention to the news of the external market. Therefore, it is estimated that except for a few commodities closely related to the external market, other commodities are expected to continue to run after the holiday.·1. U.S. stocks fluctuate at high levelsAlthough the escalation of the conflict between Iran and Israel has no direct impact on

The National Day holiday begins, and because the holiday time is too long, there will often be gaps in the domestic market. In order to make the domestic market gap sharply, it is necessary for the external market to fluctuate greatly during the National Day holiday. Therefore, the external market rarely spends it calmly during the National Day holiday. Everyone needs to look at the external market after the holiday. Trends, pay attention to sudden large fluctuations.The main economic event in the external market next week is the release of non-agricultural data. Since the Federal Reserve has opened the channel to cut interest rates, the focus of the market's attention has become the change in the speed of interest rate cuts. According to market expectations, they always like to go to extr

After a long-awaited call, the Federal Reserve finally began to enter the interest rate cut cycle after two years, and the rate of interest rate cut was 50 basis points slightly exceeding market expectations, which made the market full of expectations for the speed of future interest rate cuts. Regardless of the speed of interest rate cuts in the future, the interest rate cut cycle has already started, and the market will re-enter the game of inflation and recession in the future. Since there is still a lot of room for interest rate cuts, the market will still be relatively optimistic in the short term. Despite the fears of recession, under the expectation that the Fed will cut interest rates more the recession, the risk of the U.S. stock index is still controllable, so there is no need to

The Federal Reserve announced its interest rate decision at 2 a.m. this Thursday night. The market has made it clear that the path of interest rate cuts has started. However, there are still differences on whether this meeting will be 25 basis points or 50 basis points. This is also the focus of market fluctuations this week. 25 basis points is considered as a bad news. 50 basis points are considered bullish, and the market will react to this to a certain extent. As for between recession and interest rate cut, the market will make a choice during the movement. In fact, recession is more of a short-term worry. After all, the Federal Reserve still has a lot of room to cut interest rates, so I still think that if it falls too much, it is an opportunity to buy bottoms, whether it is commoditie

Entering September, The current market has been Shouting that it is worried about the economic recession. This worry has actually been said for two years, but it has only recently been taken seriously by the market as a reason for the decline. In fact, the difference between an economic recession and a crisis is that the recession is controllable, and the economy is just a little close, and it will pass if you tolerate it; Crises are different. Chain reactions occur frequently, and market confidence cannot be restored without heavy “drugs”. Therefore, only a slight recession does not necessarily require strong drugs for the Fed. There is no need to worry too much about the overall decline of the current market. If it falls too much, if it falls enough, the Fed will come out and say that it

The Palestinian-Israeli conflict is still on the difficult road of peace talks. The focus of the market is whether if the peace talks are unsuccessful, it will trigger a melee in other countries in the Middle East (Iran is still observing whether to retaliate and counter-attack). Therefore, when the Palestinian-Israeli peace talks were difficult on Friday night, it is normal for gold prices to continue to hit record highs. Observing the resumption of the Palestinian-Israeli negotiations next week, if the peace talks are settled, the risk aversion sentiment of gold prices will be suppressed. If the negotiations continue to fail to reach an agreement, there will really be no negative factors for precious metals.Precious metal long market restarts?In fact, the answer doesn't need to be discus

With the softening of the attitude of the Bank of Japan's rate hike, the market panic that occurred on Monday has been greatly repaired, and the Iranian retaliation against Israel that everyone is worried about has not appeared for the time being, so the market panic will gradually return to normal state. In short, the situation of rapid decline will be difficult to occur again, which means that it is a good choice to find low-level stocks to invest after the decline.There have been many interpretations in the market about the decline in the stock market caused by the liquidation of the yen carry trade, so I won't discuss it here. I just want to point out that this incident affects the short-term fluctuation of the market, and it is only an excuse for the stock market to fall. The underlyi

Last week, with the release of heavy economic data in the United States, the market ushered in sharp fluctuations. The economic data was significantly lower than expected, which made the market have a more aggressive expectation for the Federal Reserve to cut interest rates. Even the Morgan Stanley report believes that there will be an increase of 50 basis points in September and November this year. However, the market has been looking forward to the expectation of interest rate cuts since the end of 2022. As the saying goes, buy expectations and sell facts. Although the economic data falling short of expectations can increase the speed of interest rate cuts, it will also greatly increase the market's concerns about the U.S. economic recession. The inversion between the 10-year and 2-year

The economic fundamentals news is relatively calm this weekend, so it is expected that next week's market fluctuations will be concentrated around the non-farm data. The digital currency circle ushered in Trump's important speech, which made the circle boil for a while. Trump's remarks about Bitcoin near the general election are probably some kind of canvassing strategy. When everyone sees that there is no fluctuation in Bitcoin before and after Trump's speech, it shows that the market is cautious about this remark, so you can still observe more and then follow up.1. U.S. stock index differentiation continuesAs a symbol of the recent "Trump deal", the Dow is strong and the Nasdaq is weak. It has not died down so quickly in the short term. After all, Trump's polls are still slightly ahead,

Unexpectedly, just as the data super week came to an end, the weekend ushered in even more exciting news. Trump, the "King of Knowing", was shot when he delivered a speech at a campaign rally in Pennsylvania, and was characterized as an "attempted assassination" incident. This news has attracted the common concern of the world, and it will inevitably cause certain fluctuations in the market when the market opens next week. Therefore, investors should pay attention to the market situation after the market opens on Monday before making investment plans, so as to avoid losses caused by too much swing.As for the medium and long-term impact of the financial market, this incident mainly affected the probability of Trump being re-elected as president of the United States, which in turn caused the

This week's big news is as important as last week : including inflation expectations data on Monday, Powell's semi-annual monetary policy testimony on Tuesday, CPI data on Thursday, and PPI data on Friday. These data were actually of average importance before, but since the market now believes that the Federal Reserve is likely to start cutting interest rates in September, if these data do not support the interest rate cut, it will hit market sentiment and produce large reverse fluctuations, so everyone should still be careful. Policy change periods are usually tossed and tossed.According to CME group's Fed interest rate probability observation tool, the current market believes that there is a 71% probability that the Fed will start cutting interest rates at the September interest rate mee