Will the rate cut bring more off-market funds and then start a bull market?
Share my views:
1. For the rate cut, there will definitely be more funds entering. This fact is expected to remain unchanged. It is just a matter of time. The two rate cuts are predicted to be in September and November.
2. How many basis points will the rate cut be? This still depends on the core CPI data. According to the analysis of institutions and investment banks, the probability of cumulative rate cuts exceeding 50 basis points this year is predicted to be 80%.
3. The previous rounds of bull markets all soared in the months after the rate cuts, so this round will most likely be the same.
In the previous article, I also mentioned the three factors that drive the bull market. You can go and see my article analysis. When there is no big narrative, the market is oscillating back and forth.
