金大川
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Remain bullish! The logic of the Federal Reserve's interest rate cuts is irreversible, and the manipulation by big players exposes their true intentions.
Core viewpoint:
The current market's extreme volatility in expectations for the Federal Reserve's interest rate cut is fundamentally a classic tactic by institutions to create panic and accumulate positions at low prices using short-term negative data. Although CPI and PPI data have disturbed market sentiment, the substantial deterioration in the job market (with only 73,000 non-farm jobs added in July and a cumulative downward revision of 253,000) has forced the Federal Reserve into a policy shift cycle. Top institutions like Morgan Stanley continue to increase their holdings in US and Japanese stocks, with core ETFs like SPY and QQQ seeing weekly inflows exceeding $5.4 billion. These signals reveal the certainty of the big trend—interest rate cuts are inevitable, and declines present opportunities.
The current market's extreme volatility in expectations for the Federal Reserve's interest rate cut is fundamentally a classic tactic by institutions to create panic and accumulate positions at low prices using short-term negative data. Although CPI and PPI data have disturbed market sentiment, the substantial deterioration in the job market (with only 73,000 non-farm jobs added in July and a cumulative downward revision of 253,000) has forced the Federal Reserve into a policy shift cycle. Top institutions like Morgan Stanley continue to increase their holdings in US and Japanese stocks, with core ETFs like SPY and QQQ seeing weekly inflows exceeding $5.4 billion. These signals reveal the certainty of the big trend—interest rate cuts are inevitable, and declines present opportunities.
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