The market speaks without words and only moves forward, treating you like a clown and tormenting you.

Be patient, be patient; the probability of a rate cut in September is now very high. Currently, the expectation is a rate cut of 1.12 times in September. What do you think will happen if the CPI on the 15th has a month-on-month increase of 0.2? The current market expectation is 0.3. If it exceeds expectations, A BIG IF, the market will discuss a 50 basis point cut in September.

Then there’s the big beautiful bill that the market is paying close attention to; it feels like before the signing, many troubles will arise, with small-brained players engaging in mutual combat.