东山再起500
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Let's talk about my recent thoughts and the upcoming ideas.
Let's return to the most fundamental indicator—the global liquidity index. The fluctuations and declines over the past month have almost made me lose my mind. It’s really tough. I write articles to sort out my thoughts and maintain a calm mind. Therefore, amidst various negative factors disrupting my mindset, even spreading despair, I feel it is still necessary to reorganize and plan the upcoming medium- to long-term operations.
First of all, the judgment that the Federal Reserve would cut interest rates is wrong, and expectations have fallen through. In my previous articles, I speculated that no matter what the Federal Reserve does, it should not want the U.S. to decline. A sign of the U.S. economy's decline is two consecutive quarters of negative GDP, and the first quarter is already negative. So I speculate that the Federal Reserve will start cutting rates in June to reverse the decline of the U.S. GDP in the second quarter. The result was disappointing; despite a surprising job report, the non-farm data was surprisingly normal! Moreover, CPI, unemployment rate, and consumer confidence index are all normal, which is truly baffling. Is it possible that the GDP data is being falsified?
First of all, the judgment that the Federal Reserve would cut interest rates is wrong, and expectations have fallen through. In my previous articles, I speculated that no matter what the Federal Reserve does, it should not want the U.S. to decline. A sign of the U.S. economy's decline is two consecutive quarters of negative GDP, and the first quarter is already negative. So I speculate that the Federal Reserve will start cutting rates in June to reverse the decline of the U.S. GDP in the second quarter. The result was disappointing; despite a surprising job report, the non-farm data was surprisingly normal! Moreover, CPI, unemployment rate, and consumer confidence index are all normal, which is truly baffling. Is it possible that the GDP data is being falsified?
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