qinbafrank
qinbafrank|May 19, 2025 03:23
Last night's tweet talked about a few points: 1. Last week's rating downgrade was not fully reflected and priced in the market, especially in the US stocks and bonds, at the end of Friday trading. It is possible that the opening of US stock futures on Monday will see a further expansion of the trend towards the end of Friday, and this is indeed the case now. 2. The cryptocurrency market was strong yesterday, but it cannot be fully considered a true trend before the opening of the US stock market today. Only the opening trend of the US stock market can reflect the overall state of the market. 3. Overall, I personally believe that the impact of Moody's downgrade on the market this time should be much smaller than the previous two, as the market has already maintained a high level of vigilance towards fiscal imbalances and debt risks. If US bonds and stocks are heavily sold off due to a rating downgrade, there may be another opportunity in the short term. 4. The downgrade of the rating and Wal Mart's threat to raise prices also push Trump and Besant back, forcing them to move faster in trade negotiations and geography, and to throw more progress to keep the good situation during this period of time. Otherwise, the market is likely to reverse and there will be another "three strikes" of stock, debt and foreign exchange, which should not be the situation they want to see.
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