· 杂谈

指出当前入场时机不佳,因降息预期已充分定价且特朗普有推高市场动机。

中文翻译

@commonsenseplay 你入场的时间点不对,目前市场已定价71%的概率会有两次降息。特朗普有充分动机通过推高市场并影响美联储,以助力明年的中期选举。此前的几次崩盘部分原因是因为利率处于加息周期。

英文原文

@commonsenseplay You’re doing it at the wrong time though, there’s two rate cuts incoming priced in at 71%. Trump has every incentive to inflate markets and influence fed for midterms next year. The other crashes were partly because interest rates were hiked.

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