1. Six months ago, the three major U.S. stock indexes were thriving, and four months ago the economy was on edge for months, and the Nasdaq had recently hit a record high, with S & P and Dow back in the ascendant.
2. There is reason to believe that Donald Trump's forceful and effective strategy for the US economy has brought global money back to the US, as the most core industry in the United States, the technology unit has globalized commercial profits through the Internet, leading to strong capital support for the U.S. economy in the medium to long term.
3. The cycle of the dollar index is subject to a strong Federal Reserve interest rate strategy, which stems from the role of the world's leading political forces and the adoption of entirely new strategies for some of the ideologically conflicted countries, including Iran and North Korea. Oil, the most important sector, has been deployed for two years to coincide with the current dollar cycle.
4. In this round of Sino-US talks, China has avoided conflict and gained more opportunities for competitive development, at the expense of opening up more market access and promoting industrial competition.
5. Even Goldman said the credit markets have been ringing alarm bell on stocks, global money are still on the way back to US, for better return and ignoring the risk.
6. Generally, high debt ratios at the top of the cycle, production margins can't cover the cost of interest, and asset reselling will be the focus in the next phase, where once low interest rates led to a flood of liquidity, but the real economy is clearly unable to keep up with the inflated asset-growth bubble.
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