July Rate Cut Dream Shattered! Who is Manipulating Market Expectations Behind the Strong Non-Farm Payrolls?
This time, the non-farm payroll data exceeded expectations, leaving me puzzled. Last month's employment data was also significantly revised upwards, directly eliminating the possibility of a rate cut in July. Now the unemployment rate data is stuck in an ambiguous position, and I really cannot understand whether the U.S. economy is as strong as it appears on the surface.
The previous market rally was entirely based on betting that economic weakness would force a policy shift, but now the data is slapping everyone in the face, and the entire investment logic needs to be rebuilt from scratch. Since the rate cut expectations have completely cooled, the only option left is to honestly engage in short-term trading, taking profits when they are available without getting too attached.
Precisely grasping market trends, strategies shared in real time, key points disclosed discreetly. If you want to witness everything, pay close attention to me.
