In the eyes of the current financial storm, the market seems to be shrouded in layers of fog. The battle between good news and bad news is like a battle of gods, thrilling!
Bad news storm, sweeping in!
1. Employment cold wave: Last Friday, the employment data was like a basin of cold water in winter, extinguishing the last bit of warmth in the market, announcing that the ghost of economic recession is quietly approaching, and investors are shrouded in a heavy haze.
2. Buffett's "God's Hand", the market is in a state of panic: Over the weekend, Buffett's order to reduce holdings was not only a "gentle knife" to Apple and bank stocks, but also a heavy blow to market confidence, as if announcing that even the leaders of the investment community are full of worries about the future.
3. Goldman Sachs' warning is upgraded, and the shadow of recession is intensified: Goldman Sachs doubled the probability of a recession in the United States with a big wave of its hand, soaring from 15% to 25%. Although this number is small, it is like lighting a fire on the sensitive market nerves, and panic is instantly ignited.
4. Japan's stock and bond markets both fell, and the global resonance effect emerged: Japan's stock and bond markets entered the cold winter hand in hand, and its impact spread to the world like ripples, and market sentiment fell to the freezing point.
5. The US stock market jumped before the opening: Before the dawn of Monday, the US stock market had already staged a high-diving before the opening, and the market's pessimistic expectations were surging like a tide.
6. The Middle East powder keg rekindled, and the global market trembled: The escalation of tensions in the Middle East situation is like dropping a heavy bomb on a calm lake, and its potential impact is enough to make the global market tremble.
Can the good dawn penetrate the haze?
1. The expectation of a rate cut in September is the sweet rain that the market longs for: The expectation of a rate cut in September that the market expects is as imminent as an arrow on the string, and the probability of more than 90% makes investors seem to see the dawn of hope, but whether this can become a timely rain for the market remains to be seen.
2. The November interest rate cut drama may be the final salvation: The expectation of a larger interest rate cut is highly expected. The market expects that the arrival of November will bring a thorough salvation and inject continuous vitality into the market.
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