The US slows down the rate cuts, what do you think of the market in the future?
If you believe that the rate cuts will slow down in the future, then you have fallen into the trap of Bao's expectation management.
He is just trying to prevent everyone from seeing his cards so accurately in this way. If he doesn't cut, everyone has reason to believe that you may increase it. Increase it? Of course it's impossible!
He can only let everyone use 2-3 relatively large rate cuts as much as possible when they are unprepared or even haven't reacted yet, so that their interest rates can quickly return to a position that is favorable to them.
So, on the contrary, it seems that the negative guidance has suddenly been given, which has caused everyone to adjust without much confidence in this area. I am full of hope.
I don't think he will do this thing that is obviously disadvantageous.
The logic is very simple. If it doesn't fall in November, it must fall in December. If it doesn't fall in December, it must fall in January. I just have to wait a little longer. It doesn't matter if I buy a quilt, because if you start to cut, you will definitely cut later.
The view is that it will drop quickly, then maintain, and then increase or decrease depending on the situation
Because those people will not give you the opportunity to buy low-priced assets for nothing