Right now, the entire market is only focused on one thing, which is the U.S. elections and the interest rate decision on the 8th.
Overall, Trump is still ahead of Harris, which is good news for us. Although he has faced some minor setbacks in recent days, it has not harmed the core.
Trump is performing better than Harris in the seven swing states, and his chances of winning seem a bit greater.
The market's recent pullback is a healthy correction, but part of it is also due to the panic caused by the unusual activity in the Mentougou address, coupled with the increasing uncertainty of Trump's election.
However, until the final results are out, no one can be sure, so we need to be prepared for both scenarios to ensure that we can respond calmly whether Harris or Trump is elected.
Thirteen still recommends that everyone control their positions to 60-70%, maintaining over 30% in cash positions.
As for the interest rate decision, Thirteen believes there is a 90% chance of a 25 basis point cut, with almost no suspense.
You see, the interest rate cut cycle has already begun, and even if Harris is elected, we should maintain confidence in the future market. BabyMarvin f9c7