Bull market outlook analysis:
1. Short-term market expectations: The September rate cut is expected to drive the market up. There may be a supportive rise in the short term, but there may also be a short-term correction because the market has already expected the rate cut. The market has been betting on rate cuts for nearly 50 days. The digestion of rate cut expectations may lead to the exhaustion of good news, which will trigger a short-term violent wash.
2. Long-term trend: Once the rate cut policy is implemented, it may experience a round of violent wash, and then the market (such as Bitcoin) may enter a new rising cycle. This cycle may last for a long time, but it will also be accompanied by some washes and flash crashes. It is expected that by the end of the year, as the rate cut policy gradually takes effect, the market may usher in a substantial breakthrough.
3. Impact of economic data: The main game point in the current market is still the possibility of rate cuts. This week's assessment of the US economy, especially GDP and PCE data, will have an important impact on the sentiment of rate cuts. At the same time, Nvidia's financial results will determine the performance of technology stocks in this sensitive stage.
In general, the current market environment is complex, and we need to pay close attention to the actual impact of economic data and important events on the market, and adjust strategies according to market reactions.
