#交易分析101 , but next there will be the Federal Reserve meeting, and the key is still to look at Powell's attitude in his speech.
Let's talk about our situation, there are a few core data points:
First, the deficit rate is set at 4%. Previously, we were mainly at 3, marking the first time in recent years that the deficit rate has been raised. To clarify, this indicates that the government is willing to take responsibility, meaning they are willing to inject liquidity.
Second, the inflation data is set at 2%. Previously it was set at 3, but now the CPI every month is around 0.something, making the target of 3 too distant.
This adjustment of the target is a positive sign, indicating that the leadership has recognized the issues and is facing them. It's a very significant positive.
Third, issuing 1.3 trillion in special national bonds, which is slightly less than market expectations, but there is a point worth noting: this time they issued 500 billion to support state-owned large commercial banks in replenishing their capital.
There are rumors of rescuing the banks, and this wave has landed. With such large profits every day, why do they still need to issue bonds? Because although banks are making money, they are also burdened with the huge risk of real estate. Rescuing real estate is too difficult, so it is better to support the banks as a backup.