On October 15, Trump concept stocks soared. Israel is likely to launch retaliation before the US election. The tensions between South Korea and North Korea, and even the release of four data in October, all seem to indicate that Trump will eventually take back the presidency from the Democratic Party.

However, the current situation in the United States is that neither Harris nor Trump can change the tone of suppressing China.

Since the United States cut interest rates by 50 basis points, a tense atmosphere has spread between China and the United States, and a battle for capital has begun.

Wall Street capital is frantically shorting China in the U.S. stock market. In the same stock market, U.S. technology stocks soared on October 14, while Chinese stocks plummeted. The clear distinction between the two situations fully demonstrates the hostility of Wall Street capital towards China.

This time, the A-share market resonated with the country's destiny and became the main battlefield for the game between China and the United States. However, this time, who will have the upper hand, the United States with "internal and external troubles" or China that is "gathering strength"?

The epic reckoning has begun?

Since Biden took office as the President of the United States, his ambitious inaugural speech has shown the momentum to change the United States. However, he probably did not expect that after four years in office, he would be mired in two protracted wars.

Chairman Mao once said that protracted war is the strategy for victory.

In the past four years, from the Israeli-Palestinian war to the current Iran-Israel conflict and the Russia-Ukraine conflict, Biden's plans have been completely disrupted. To make matters worse, these two major battlefields, Israel and Ukraine, or in other words, the United States, the behind-the-scenes supporter behind them, have not completed the so-called strategic layout.

Instead, he put himself in an increasingly passive situation.

In early October, on the Russia-Ukraine battlefield, Ukraine's so-called advantage of the surprise attack on the Russian mainland was gradually lost. This war between a 70-year-old man and the entire European Union and the United States is about to come to an end. In the Middle East, Iran raided Israel, and Israel's retaliation is imminent, perhaps before the US election.

Although Biden has publicly stated that he does not support Israel's attack on Iran's nuclear facilities and oil fields, if Israel does not do so on the day of retaliation, it means that Israel no longer obeys the current US government. In other words, the influence of the United States under the leadership of the Democratic Party in the Middle East is declining.

More importantly, whether it is an attack on Iran's oil fields or nuclear facilities, it will not only directly drag the United States, which is behind the scenes, into the water, but there is a high probability that high inflation will hit the United States again.

In fact, whether Israel can do it or not, it will be beneficial to Trump in the US election since Israel has run wild in the Middle East. According to a report, the survey found that Trump is completely ahead of Harris with 48% to 33% in dealing with the issue of Israel.

On the issue of interest rate cuts, the Federal Reserve, which cut interest rates by 50 basis points in September, had a huge advantage for Harris at the time. Trump angrily criticized that either the economy was too bad or Trump was playing politics, but the release of four data in October showed that the US economy was not bad.

So that means Harris is playing politics.

But everyone knows how much water there is in the four sets of data. Beyond the surface of the impressive data, it also shows that the consortium is beginning to bet on Trump.

In the US election, in addition to the two candidates, there is also a key off-the-field figure, that is Musk, who has always firmly supported Trump. As the world's richest man, he not only contributed money but also contributed his efforts in this election.

On October 13, Musk's SpaceX "Starship" successfully completed its test flight.

This will undoubtedly give Trump another boost.

From campaigning in July that the United States was heading towards bankruptcy and accusing the Biden administration of uncontrolled spending to warning again in October that the United States was heading towards bankruptcy, it seemed that Trump's election would ease the situation in the United States.

Maybe in reality it doesn’t matter who is elected, but in terms of human nature, Trump and Musk have undoubtedly seized the weaknesses.

Is this series of effects useful?

According to the data, it is very effective. Trump concept stocks soared.

A major reckoning seems to be about to begin in the United States. In the upcoming general election in November, the open and covert struggles between the Democratic and Republican parties will reach a climax.

However, the current situation in the United States is that no matter who is elected, there is no effective solution to the United States’ own problems. More importantly, the United States not only has to solve internal problems, but also has to deal with China, which is “gathering strength” from the East.

The war for capital has quietly begun. This time, A-shares have become the main battlefield of the game. Between the United States, which is facing "internal and external troubles", and China, which is "recovering its strength", who will you bet on?

The final moments of the US-China financial war?

The direction of capital flows may best reveal the answer, as profit-seeking capital remains unchanged.

With the combined effects of the US interest rate cuts and China's policies, global capital began to sharpen its knives and move towards the Chinese stock market. Especially given the situation in the US at the time, capital was reluctant to take risks.

For Wall Street capital, raising interest rates will attract huge wealth to flow into the United States, but it will also bring huge pressure. Once the United States fails in this confrontation, the game between China and the United States will change from offense to defense.

In the interest rate hikes over the past two years, China has not taken much initiative and is more like "gathering strength". On the other hand, the United States has piled up its problems bit by bit. The hollowed-out manufacturing industry has not recreated wealth, and debt is increasing.

Therefore, the US interest rate cut in September became a turning point in this game, and a large amount of capital began to increase its investment in China.

Wall Street is naturally unwilling to accept this.

On October 14, Chinese assets were under attack from all sides, including Chinese stocks listed in the US, Hong Kong stocks, A shares, the A50 index and the RMB exchange rate.

Behind this phenomenon is a fierce financial war, and the Americans have several tricks up their sleeves.

The first is to create trouble around us, such as exacerbating the conflict between South Korea and North Korea;

Then there were the fierce attacks in public opinion, like the rich tax that Bloomberg talked about a lot, and Morgan Stanley once suggested that people should not touch the rising Chinese stocks.

Furthermore, the US data seems to have improved, so the signal of no interest rate cuts has spread, and the US stock market has hit new highs, which is exactly what foreign investors in the stock market want to see.

The purpose of these tactics is to prevent international capital from flowing into China, while also scaring off overseas funds that have already entered the Chinese market.

The sharp drop in the Hong Kong stock market is definitely related to the malicious short selling of Hong Kong stocks by those capitalists on Wall Street. They do this to influence our domestic stock market. The financial war between China and the United States has already shown obvious signs in the New York Stock Exchange and the Hong Kong Stock Exchange.

Wall Street has raised its sickle, but this time it may disappoint the United States. On October 17, China's stock market rose again.

This war, which concerns China's financial security and sovereignty, is not about who can hold on longer, but about who will collapse first. As Chinese people, we should believe in our country at critical moments. Unity is strength.