At the tail end of this information explosion holiday, three key narratives are stirring a storm of thought in the capital markets. They not only reveal the cognitive fractures in today's economic world but also foreshadow the potential volatility that financial markets may face this week.
Let's focus on these three highly representative narrative samples:
1. Buffett's "Last Dance": A curtain call preview for the hall of fame figure in value investing
2. Trump's "Toy Economics": A cognitive misalignment regarding trade policy
3. The reversal of interest rate cut expectations triggered by non-farm data: A game of expectations between the market and the Federal Reserve $BTC #美国稳定币法案