During the National Day holiday, a large amount of global funds poured into the Chinese market, especially Chinese assets and Hong Kong stocks, leading to a sluggish performance of the US market. This phenomenon has put tremendous pressure on the United States, because during the US interest rate cut cycle, capital outflows may cause its technology bubble (such as the field of artificial intelligence) to burst, thereby weakening the potential for future technological development in the United States.

In order to meet this challenge, the United States recently released non-farm employment data for September, showing an increase of 250,000 jobs, which far exceeded the market's previous expectation of 140,000. I think there is a possibility of exaggeration or falsification of this data, the purpose of which is to send a signal to the world that the US economy is still strong, attract funds to stay in the United States, and prevent funds from flowing to China. If funds flow out of the United States on a large scale, it will have a serious blow to its economic recovery.

However, the United States will not sit idly by. By manipulating economic data, the United States hopes to disrupt China's recovery rhythm, especially in the critical stage of economic regulation. The time point I mentioned at the end of October (friends who have watched my live broadcast typed it in the comment area) will have an important impact on the future direction of the US and Chinese financial markets, and the pattern of global capital flows may also change as a result.

Today, the two data after the CPI announcement are both negative, which means that their inflationary pressure is relatively large. Today's data will affect the bets on the intensity of the interest rate cut in November. What is the intention of releasing such data? The previous wave of interest rate hikes was to curb inflation. So if the United States deliberately releases such data at this time point, we have to be wary of it and even disrupt the rhythm of interest rate cuts. In short, the economic market that I have recently invested in research has made me think about analyzing from the perspective of market makers (of course, these conspiracy theories are worth noting). Before that, without data analysis and without looking at any news, the logic of making orders must be treated as mid-line long orders. Share ideas from time to time! #CPI&PPI来袭，美国通胀升还降？