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假装在花街
全球优质资产配置研究
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After the continuous plunge of US stocks, reversal signals gradually emerge
Short squeeze, seasonal factors, sentiment bottoming out, pension rebalancing, continued retail buying, and monetary cash waiting to be released may drive the rebound.
假装在花街
03/21/2025, 09:00 AM
Signs of recession are beginning to emerge. What are the core concerns of the March FOMC meeting?
The core contradiction of the March FOMC meeting is that policymakers need to balance "slowing growth" and "inflation stickiness" and whether to hedge against "Trump uncertainty" in advance.
假装在花街
03/17/2025, 09:00 AM
Viewpoint: CPI may cool down on Wednesday, but it does not mean the market is safe
Wednesday’s CPI “cooling down ≠ safety”, the peak of the tariff impact will take 3 to 6 months to appear.
假装在花街
03/12/2025, 03:00 AM
How will the US BTC strategic reserve come from? Several paths of deduction
Although Trump did not sign any cryptocurrency-related executive orders after he officially “took the throne” today, the market is still eagerly looking forward to the United States establishing a strategic BTC reserve, and I am personally optimistic about this (but the path may not be what everyone imagines).
假装在花街
01/21/2025, 05:45 AM
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