In the past couple of days, no one has been overly optimistic about #美国加征关税 .
Previously, the fans who scolded me as 'get lost' have also calmed down.
The US CPI inflation data is 2.4%:
This indicates that inflation is quite stubborn and can't be suppressed!
The Federal Reserve's interest rate cut in July is completely out of the question!
US Treasury yields are still very high, and Trump is also troubled. Not cutting rates? It feels like a fishbone stuck in the throat, extremely uncomfortable!
China-US tariff negotiations:
On the surface, it seems beneficial, but in reality, it is more of a concession from the Eastern country.
Trump has won again!
I can't understand why the 'supreme' village chief (China) would compromise? But since an agreement has been reached, tariffs are temporarily stable, so the subsequent impact on the market will be small, barely considered a positive.
US stocks:
Have already risen to a high level, the weekly line is about to hit the top, and a significant correction is very likely!
If US stocks are not good, the cryptocurrency market won't be good either!