About Lao Ai's views on the future macro market!

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Note: This article mainly revolves around politics and economy

Politics and economy are dialectically unified. The economic base determines the superstructure. Similarly, politics is the core of all economic work.

So why is Lao Ai talking about this today?

Since March, the market has been adjusted for half a year. The interest rate cut is imminent. After the ETF was launched, the market was sluggish.

Many people like to attribute it to the bad economic situation, the lack of market heat, and no hot money coming in. These are only based on economic aspects, and many of them avoid talking about geopolitical disputes!

Eagle sauce: The status of the US dollar has been challenged. Whether it is to transfer internal contradictions economically or to maintain a stable position politically, Russia and Ukraine, the Middle East, South Asia, the four northern islands, South America, and the world are all on fire.

NATO: There is no need to say much about the economic situation of the United Kingdom, Germany, France, and Japan. The parade parade, the currency collapse, and the cabinet change

BRICS payment: The purpose and function of this payment system are not to mention.

Economically:

Reduction of interest rates is inevitable and imminent, but political advantages are needed as bargaining chips in negotiations. Didn't Yingzi come to Brother Long's house last month to borrow money and discuss interest rate cuts?

Whether it wins or loses, even if it lands smoothly, the hegemony of the US dollar will undoubtedly be shaken. It is only a matter of time before NATO leaves the Bretton Woods system, not to mention the defeat. Even if a small place survives smoothly, the hegemony of the US dollar will not be as good as before.

In the current financial market,

The pain of this round of bull market is that the political economy is unstable, and there will be more uncertainties, such as the collapse of the US dollar system and the decline of US politics.

So the market is not without expectations. You can complain about the hardship and despair, but you must have bargaining chips. Without bargaining chips, Lao Ai has always believed that this wave of market, when it tends to stabilize, will inevitably have a wave of retaliatory activity, just like this political friction.

For example, winter is coming, and NATO soldiers in Ukraine cannot withstand the temperature. Maybe combined with the Eagle Sauce election, the Spring Festival in Brother Long’s family came to an abrupt end, and the wind came.