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Next week, there are three major historical events you must pay attention to, each one more important than the last.
1. On the 5th of this month, the U.S. elections are coming to a close. If Sister Haha wins, on one hand, the geopolitical tensions will be hard to settle, and on the other hand, the financial battle between the two major economies will inevitably escalate again. On the surface, everything seems calm, but in reality, there are undercurrents. If the Understanding King returns to the stage, then his combination of tax cuts and increased tariffs may reignite the flames of inflation, posing a risk that the Federal Reserve's interest rate cuts could abruptly come to a halt. Furthermore, with Trump threatening to impose tariffs on the whole world, this undoubtedly casts a shadow of uncertainty over the future of the global economy.
2. From the 6th to the 7th of this month, the Federal Reserve's interest rate meeting will take place, and the U.S. is no longer pretending. They announced that the non-farm payroll increase for October is only 12,000, which is not just a number game, but a carefully planned financial game. On the eve of National Day, we rolled out a series of extraordinary policy moves, and during our National Day holiday, the U.S. conveniently announced an extremely impressive economic data, which weakened the market's expectations for further interest rate cuts by the Federal Reserve. This move almost scattered the popularity that our big A had painstakingly gathered. Seeing that the goal was achieved, they inopportunely released this explosive non-farm data, causing the market to once again be filled with expectations for rate cuts. Using economic data to interfere with market expectations is a move that caught everyone off guard.
3. From the 4th to the 8th of this month, we are about to hold a meeting of the Standing Committee of the National People's Congress. It seems unrelated to the first two events, but coincidentally, our anticipated heavyweight conference completely covers the election results and the Federal Reserve's interest rate decision. If all goes well, we may already have prepared multiple response plans, just waiting for the results from that side to come out so we can immediately take targeted actions. Once the shoe drops, the starting gun for our all-out economic competition will be fired.
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