Just now, the flatbread broke through $42,000, and the yield this year is as high as 150%, and the next door India ** also hit a record high today, and the Baltic Dry Bulk Index has also skyrocketed in the past monthThanks to the growing expectations of the Federal Reserve's interest rate cuts, global assets have all risen in the past two days, except for the Chinese marketIt's not the same this time, or wait a little longer
According to the interest rate observer, the probability of the Fed cutting interest rates in March next year is as high as 60%, which is why this round of global assets is in unison**. Historical data shows thatThe level of interest rates in the United States and the performance of the Chinese market, the sameYes60% negative correlation
However, today, A-shares only barely held 3,000 points, and the four major indexes all closed in the green, and the current index is actually somewhat distortedOctober 23rdThe day Huijin announced its increase in holdings by 10 billionIt is the starting point of the previous wave, all indices hit a new low this year on that day, after which the BSE 50 was hyped wildly, rising 55% in less than a monthValuations of the entire A-share small-cap stock are inflated, representing **, the SSE 50 and CSI 300 have fallen below the October 23 level. That is to say, there is no such thing as the Beijing Stock ExchangeIt's time for the market to hit a new low for the year today, the SSE should be at 2900 points.
was able to barely turn popular last Friday, and it was also thanks to the news of the national team, but in fact, he only bought 500 million, and said that he would continue to increase his holdingsResultsOnly bought 2 today500 million, if you always think about relying on your mouth to protect the disk, the market may make up for the decline next.
On the other hand, foreign assets are all carnival, and Chinese assets are negatively correlated with interest rate performance and exchange rate performance, all of which are invalid at this timeThis time is really different, these words rang in my ears again, thisIt is the most expensive word in the financial marketWhether it is a frenzied rise or fall in the market, there will always be a different voice this time, and after a while, it will be found that this time is still the same as in the pastThere is no escape from the pendulum of the cycleThe cycle repeats itself and repeats itself. Then wait a little longer, otherwise what else can you do, and you shouldn't choose this time to admit defeat and admit defeat. Wait a little longer, and maybe tomorrow the pendulum will start to swing to the other side.