金砖支付系统
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Several major pricing factors at this stage:
1. The risk of escalation of the conflict in the Middle East. Currently, six warships of the Dragon are advancing into the Mediterranean to evacuate Chinese citizens.
2. The risk of the Fed's interest rate cut expectations falling short of expectations, especially the US strengthening the reality of a soft landing, and the upward revision of the landing value and the previous value of economic data. In the context of domestic strikes in the US and the lack of optimization of data statistics, the data has always been revised downward. If the subsequent data continues to be beautify, the market will price that the Fed will not cut interest rates in December. Related to the US primary market liquidity, such as SOFR.
3. The landing of candidate pricing expectations, the election of the village chief on November 5th has been settled.
4. The "rumor" of the landing of the BRICS payment system, it is rumored that it will land on October 24, which will weaken the international payment currency attribute of the US dollar.
5. The strong diversion of crypto liquidity by the A-share market, the diversion of US bonds to US stocks and big cake ETFs.
The door to the Fed's interest rate cut has been opened, but it seems that the dawn meets the cloudy sky. Wait a little longer, and the sun will inevitably come out sooner or later!
#大A香还是大饼香 #宏观分析 #中东局势 #金砖支付系统 #美联储降息预期的不及预期
1. The risk of escalation of the conflict in the Middle East. Currently, six warships of the Dragon are advancing into the Mediterranean to evacuate Chinese citizens.
2. The risk of the Fed's interest rate cut expectations falling short of expectations, especially the US strengthening the reality of a soft landing, and the upward revision of the landing value and the previous value of economic data. In the context of domestic strikes in the US and the lack of optimization of data statistics, the data has always been revised downward. If the subsequent data continues to be beautify, the market will price that the Fed will not cut interest rates in December. Related to the US primary market liquidity, such as SOFR.
3. The landing of candidate pricing expectations, the election of the village chief on November 5th has been settled.
4. The "rumor" of the landing of the BRICS payment system, it is rumored that it will land on October 24, which will weaken the international payment currency attribute of the US dollar.
5. The strong diversion of crypto liquidity by the A-share market, the diversion of US bonds to US stocks and big cake ETFs.
The door to the Fed's interest rate cut has been opened, but it seems that the dawn meets the cloudy sky. Wait a little longer, and the sun will inevitably come out sooner or later!
#大A香还是大饼香 #宏观分析 #中东局势 #金砖支付系统 #美联储降息预期的不及预期
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