This week, the market was strongly affected by the expectation of interest rate cuts. The US dollar index rose sharply, and US dollar-denominated assets fell, but the US big tech stocks performed strongly.

1. This week, the expectation of interest rate cuts has become a key factor affecting the market. On Wednesday and Thursday, the interest rate cuts by the Bank of Canada and the European Central Bank boosted the market's optimism. However, Friday's non-farm data exceeded expectations, causing the US dollar index to rise sharply and US dollar-denominated assets to fall.

2. Despite this, the US big tech stocks remain strong, supporting the weekly rise of major stock indexes. However, the entire market is currently keeping a close eye on when the Fed will cut interest rates, and the Fed has repeatedly stated that this depends on economic data and will wait and see.

3. Therefore, the release of data such as CPI on Wednesday, PPI on Thursday, and consumer expectations on Friday is expected to bring short-term market fluctuations. This kind of news market is difficult for ordinary investors to operate in the short term. On the one hand, interpreting the details of the data requires professional knowledge, and on the other hand, the quality of the data often depends on market expectations, which requires a good understanding of the state of market game.