There is a lot of "noise" on the information front right now, let's sort it out together.
DeBUFF:
Last Friday's vicious employment data triggered the theory of economic recession.
Buffett reduced his holdings of Apple and bank stocks over the weekend.
Goldman Sachs raised the probability of a recession in the US economy from 15% to 25%. Although it is still a small proportion, the increase at this time scared retail investors in the risk market.
Japanese stocks and bonds plunged, triggering a series of effects.
US stocks fell sharply before the market opened, and market expectations were poor before the opening of Monday.
The situation in the Middle East is escalating.
Buff:
The Federal Reserve will hold an emergency meeting tonight and may announce an emergency rate cut (unconfirmed news).
The probability of a direct rate cut of 50% in September has soared to more than 90%.
November may continue to be accompanied by a substantial rate cut.
The above are the hot topics in the market. In fact, many of them come from institutions or actual situations. At present, it is because DeBuff is stacked too much, which leads to a periodic panic in the market, and panic also suppresses the investment sentiment of the risk market and increases the risk aversion of risk funds. The key is to see whether the sentiment will continue when the US stock market opens tonight.
The issue that everyone is concerned about now is that they are not afraid of falling. The key is that there will be a strong rebound after the fall. If the rebound is weak, the mood may be severely suppressed. At the same time, the risk of position liquidation of various financial derivatives is also an important factor.
I'm going to the gym first. We can chat on Space tonight.
