Yesterday, the Labor Department announced the number of initial unemployment claims for the week: 231,000, which is similar to expectations. This is a positive for the market. The lack of growth in initial unemployment claims indicates that the employment situation is normal and does not increase the market's expectations of a recession.

The big macro uncertainties will still have to wait until September. The August non-agricultural and unemployment rate data will be released next Friday, and the August CPI data will be released the next Wednesday. The Federal Reserve will hold a meeting at 2 a.m. on September 19. These three major events will land, and the monetary regulation policy for the second half of this year will basically have a clear outline.