164 articles: The Sino-US financial war has officially entered the second half. The US has taken action to force the non-farm employment data, but this data is a bit scary and fake, 69% higher than expected

1⃣️In the first half of the Sino-US financial war, the Chinese "hold back" strategy;

The first half of the Sino-US financial war was a personal performance of the US. The interest rate hike tide attracted global funds to enter the US stock market; in conjunction with the Russian-Ukrainian conflict, European capital was harvested wantonly, and the European manufacturing industry was seriously relocated, and decline has become inevitable;

On the other hand, the Chinese endured for 2 years during the Fed's interest rate hike cycle. Although it was painful, they only suffered a superficial loss; they were scolded for 2 years and played a "hold back" strategy, that is, they did not make a move.

2⃣️In the first round of the second half of the Sino-US financial war, the Chinese broke the game with unlimited bullets to win back the first round

In the first round of the second half, as soon as the Fed cut interest rates, they immediately made a move within a week. Pan Gongsheng, the governor of the central bank, claimed to provide unlimited liquidity, stimulating the continuous surge of A-shares, from around 2,700 points to 3,336 points, an increase of 22%, and has already stepped out of the technical bull market pattern.

A-shares closed funds poured into Hong Kong stocks, and foreign capital that missed the opportunity was also frantically replenishing Hong Kong stocks. The Hang Seng Index rose from around 17,000 points to 20,632 points, an increase of 20%, sweeping away the haze of decadence;

3⃣️The first round of the second half of the Sino-US financial war, the old Americans made a move to pull the market back with data

The first move of the old Americans to counterattack was to make a fuss about the non-agricultural data: the number of non-agricultural employment in September increased by 254,000, the estimated number was 150,000, and the previous value was 142,000;

This non-agricultural data was so good that it was 69% higher than expected. After completing the Fed's interest rate cut task, they didn't care about their face and directly revised it up sharply. This is the official data released by the old Americans. Shouldn't it be serious and rigorous? Do they also need to commit financial fraud and show you the data technically? Where is the credibility?

How will the next plot play out? It is to tell the market and capital that the US has good employment and a great economy; you should run slower and flow out slower; the expectation of interest rate cuts before the New Year has been greatly reduced; at the same time, pull the US dollar index back to trip up the mainland capital bull.

4⃣️The gods are fighting, BTC should just watch the drama quietly

Currently, BTC has been defined as a technology stock by Wall Street, and it follows the Nasdaq index. I suggest waiting and watching BTC at 63,000. It is not too late to chase it after BTC breaks through the historical high of 71,000.

PS: I really hope that one day BTC can break away from the Nasdaq and go out of an independent market. At that time, BTC will be the real BTC