To The Moon

Last Wednesday, the CPI data was released, which was better than expected.I won't repeat the specific data details. Anyway, the current market is jubilant, and most commodities and stock indexes are rising, which means that the Federal Reserve will continue to print money to promote the economy and overcome the recession soon.No matter what the future holds, the market is very optimistic anyway, so we can follow the investment. There is not much news that can affect the market in the future.At the earliest, it will be the annual meeting of the central bank on August 25-27. Then there is the intensive news period in September. Therefore, most commodities and stock indexes can be tracked by moving average as a stop-loss stop.US Stock IndexThe accelerated rise of the US stock index is unexpec

Recently, it is not a good time for investors who are long in inflation (commodities). Several major categories of commodities have been greatly adjusted one after another.I will share the specific market outlook with you in the post, and the specific trading opportunities will be explained in detail in the live broadcast on Thursday (7th) evening, so pay more attention. Judging from the current trend of US stock indexes, the expectation of raising interest rates can no longer defeat US stocks, so the Federal Reserve is no longer worried about the impact of subsequent tightening policies on the stock market in theory, thus suppressing inflation data. Then it is undoubtedly a potential negative for commodities. However, historically, suppressing inflation by policies is usually not achieved

I haven't talked with you about the Sino-US stock indexes for a long time. Since the interest rate hike cycle started in March, the Sino-US stock markets will enter a new state. Through the performance summary under the historical dollar cycle, we can have a general understanding of the future trend of the Sino-US stock indexes, so as to better lay out the future. First, the intensity of passive "interest rate hikes" can be loose or tight I have discussed with you very early that the US dollar interest rate hike is a corrective tightening under the US dollar depreciation cycle. The corrective tightening means adjustable, and the tightness depends on which data the Fed focuses on. If it focuses on inflation, it will continue to be eagle; On the contrary, we can try not to express our positi

the first Fed meeting of the year is coming, and it is customary for the Fed not to announce interest rate increases outside quarterly and monthly meetings, so the focus of market attention is generally on the policy wording after the meeting. Since the market has fully expected the interest rate hike in March, and there are sufficient pricing for the interest rate hike from 3-4 times to even 7 times, theoretically speaking, if the Fed is just a lip service, it will have little impact on the market. But given the current high inflation expectations, will the Fed's interest rate meeting be unexpected and raise interest rates ahead of schedule? ​​ ​First, the US stocks that "die for you" This year's US stocks started unexpectedly weak, and it is hard to imagine that the expected i

A series of forward-looking posts will be launched in January to predict the important opportunities or risk points in the market next year, so that everyone can be prepared. First of all, of course, it is the stock market that everyone is most concerned about, so usually the first content is the stock market. First, the understanding of fundamentals Compared with the stock market in 2021, the stock market in 2022 is simpler. First of all, from the global fundamentals, Entering the third year of the epidemic in 2022, Take the Spanish pandemic as an example, The impact of this kind of great plague on the market is generally only three years, so from 2022, the epidemic can no longer be regarded as the core factor affecting the market, and the response of countries to the epidemic has gradual