JUN的百万撤离

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With just a glimmer of hope, some stimulus comes along—Powell's ultra-hawkish rhetoric let the entire market foot the bill. After last night's FOMC meeting data was released, he didn't forget to thank the "Trump administration."
Whether inflation has been controlled is no longer the key basis for making objective policy adjustments, but rather based on his temperament in dealing with the Trump administration, to defend what he calls Fed independence and impartiality. This is a very selfish individualistic perspective. Addressing core inflation issues and thus implementing contractionary

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伊朗最高領袖哈梅內伊確認身亡。
這給市場壓注戰爭會短時結束加大籌碼，最大的戰爭利空情緒慢慢得到消化，短時刺激大盤漲幅。但真正安心的反轉是投降書的落地，是談判桌的簽字，硝煙沒過時，仍需保持警惕。