ChenDong'sTransactionNotes

【Trump Performs "Art of Shirking," Where Will the Middle East Situation Head?】US President Trump claims to be considering gradually reducing large-scale military operations against Iran in the Middle East, with targets nearly achieved. Notably, this was released after market close. Over the past three weeks, each time he has immediately escalated matters right after market close. This time, however, he appears to be de-escalating the situation, or at least hinting that he might withdraw. The strategy he's hinting at here is actually something many people have speculated about—that he would dir

【Pasar Sudah Menulis Naskah Kenaikan Suku Bunga, Akankah Federal Reserve Memerankannya?】Meskipun secara resmi Federal Reserve tetap menggunakan penurunan suku bunga sebagai nada utama, ekspektasi pasar sudah jelas berubah arah, bahkan mulai bertaruh pada kemungkinan kenaikan suku bunga di masa depan. Tiga faktor utama yang mendorong peningkatan risiko ini termasuk: inflasi terus berada di atas target 2%, kenaikan harga minyak mungkin semakin mendorong naik harga, dan sejak penurunan suku bunga tahun 2024, suku bunga riil terus menurun, membuat kebijakan moneter tidak lagi memiliki karakteristi