Let a portion of people celebrate first
Most markets experienced an increase this week.$BTC #比特币重返10W大关
However, if we zoom in on the 1-hour chart, at the end of Friday, most markets including gold, US stocks, and Bitcoin saw a plunge, which was due to the Federal Reserve pouring a bucket of cold water. Four Fed officials spoke overnight, stating clearly 'cautious rate cuts'. Now traders are turning their attention to the US November CPI data to be released next Wednesday, and everyone is waiting to see what these numbers will be, as they will determine everything. Once the numbers are out, major markets will also break out into significant trends.
Today we released (Global Market Strategy: Winter Layout, a celebration for some), Wall Street has entered a state of emergency, adjusting strategies and repositioning. According to our calculations, the volatility of global markets in December will be comparable to that in November, which means we will still face a storm.
The report is wonderful:
1. Will there be no rate cuts in December? We have released the latest interpretation (Global Market Friday Close: A Night of Change), telling you why the Federal Reserve changed its stance. Additionally, does the dollar have a 'ceiling'? This report also has the answer.
2. Deconstructing the logic framework of 'Trump Trade 2.0' in three phases, we deduce the timing of a major shift in the global market. We tell you the end time of 'Trump Trade 2.0', and what will happen to the dollar, US Treasury yields, US stocks, gold, and oil markets before and after its conclusion.
3. Trump's 'trade delegation' has been formed, who will take the lead? What does Trump want? Why hasn't China contacted Trump? Will the RMB fire the first shot in the currency war? We provide you with more insider information.
4. Wall Street has named 14 Chinese stocks to be optimistic about this week, with 2 of them receiving 'overweight' ratings.