Last night, within the expectation of US inflation data, there was no suspense to cut interest rates by 25 basis points in December, which eased everyone's worries. It is of great significance for us to cut interest rates in the United States. At least, the operational space for us to cut interest rates is high.1. Regarding today's market, many people think why it suddenly rose? It is inseparable from that resonance of these five positive factor:The amount of more than 1.5 trillion is enough to maintain the continuation of the slow cattle market;
These are the favorable directions of policies. On Tuesday, the market went up. In recent days, domestic demand has soared. Today, consumption is an emotional outbreak, indicating that the next favorable policies are mainly around these, and the funds are expected to start speculation in advance.Third, the Fed's interest rate cut in December was basically locked.How many rounds of hype has the theme concept been?
First, the stability of the exchange rate market. Recently, the RMB exchange rate is relatively stable, which has a positive impact on China's asset prices;Dear friends, the trend of A-shares today has disappointed those who are bearish. Those who said two days ago that they would copy the trend on October 8 and 9, are they all silent now?Third, the Fed's interest rate cut in December was basically locked.