#趋势交易策略 , but there will be a Federal Reserve meeting next, and the key point will still be Powell's tone 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 mainly focused on 3, marking the first increase in deficit rate in recent years. To explain, this represents the government's willingness to take responsibility, meaning they are willing to inject liquidity.

Second, the inflation target is set at 2%. It used to be 3, but now the monthly CPI is around 0.x, making the 3% target too far-fetched.

This adjustment of the target is a positive sign, indicating that the higher-ups have recognized the problem and are facing it. This is a very significant positive.

Third, issuing 1.3 trillion in special government bonds, which is slightly less than market expectations, but there’s a point worth noting: this time, 500 billion was issued to support state-owned large commercial banks in replenishing capital.

There are rumors about saving the banks, and this wave has landed. Why do banks, which are making substantial profits every day, still need to issue bonds? Because while banks are profitable, they also bear the burden of the real estate crisis. Saving real estate is too difficult, so it’s better to support the banks as a backup.