It's too late today. After sorting out my thoughts, I still feel it's necessary to briefly summarize the recent situation. Let me first say the conclusion: the CPI on September 11 may reach 3%, which is bearish. The previous value was 2.9, which is a decline.
The specific analysis is as follows for all coin friends to exchange and learn. The analysis and prediction are the results of the process. The inferred data analysis and personal experience may be limited and cannot be absolutely accurate, so it is for reference only. At the same time, the market has different voices to be a healthy market, so we must respect the conclusions of different voices and learn from others' strengths to grow. Don't blame or deny others' views.
The forecast of CPI is lower than the previous value of 2.9, which may reach 2.6-2.8. In fact, BTB investment research analysis found that it should rise instead of falling, and it may reach 3. Although the price of oil has fallen, the gasoline price in the United States in August is rising, salary income is increasing, and the unemployment rate has dropped from 4.3 to 4.2. The US interest rate has not fallen, and the US house prices are rising. Americans are still enthusiastic about buying houses. From this point of view, the data logic that affects CPI is upward, so CPI will not go down, but up!
If CPI is really 3, or above 2.9, the next plot may be like this: The Fed announced on September 18 that it would not cut interest rates, which was a big disappointment. The US stock market fell, and the big cake fell. The media found that the US interest rate cut could no longer be hyped, and would turn to hyping that the US stock market was going to be bearish and the US economy was going to decline. The ultimate goal was to achieve the depreciation of the US dollar.
Recently, in terms of international balance of payments, the US trade deficit has been declining, exports have increased, and imports have fallen, snatching China's first position. China used to be Germany's largest trading partner, but now it has become the United States. China joined the SDR in 2016 and started a trade war in 2017. When the United States regained its position as the world's largest trade partner, it would use the rules to point the finger at China. China has a weakness in convertibility, and the RMB is not as liquid as the US dollar. The US arrangements are very clever. The Fed was originally scheduled to hold a meeting on November 1, but later adjusted it to November 8. The result of the US election was on November 5, and the intention was very obvious.
When looking at things, you must first understand the pattern, understand the pattern and then see the situation clearly. With the pattern and the situation clearly understood, the direction is clear and the trend is well known. How can you not make money if you follow the trend!