DC大于C
DC大于C|Mar 08, 2026 11:43
There are too many macro and geopolitical uncertainties, and it's hard to say where the bottom is. Mainly, we still need to endure time. If the geopolitical situation in the Middle East can end quickly, it will only be a decrease in oil prices and there will be no expectation of inflation risk. But macro monetary policy and loose expectations will only be known after Walsh arrives. There will be no interest rate cuts in March and April, let's look at June and July at the earliest. That's the second half of Q2. It's only March now, there's still some to endure. If the mood is not good and there are no new market expectations, it's hard to say what kind of fluctuations will occur during this period. If the situation of the US stock market is not good, or if the market event sentiment is poor, catching up with poor liquidity, the market will not look good. It's just a few positions, just walking and looking. Last year's lowest point was broken; Then in 24 years, there was a low level of around 49-54 for the US Japan carry trade issue; Then there is the opening price of BTC spot ETF when it is approved, which is around 43. Of course, it's just observation, and whether it will happen or not is uncertain. Trading may also be difficult during this period, as market sentiment is too poor. My previous participation in the Anan USD1 points event has also ended. It seems that the results will be announced in mid March soon, good paper. However, there is still someone who holds USD1, and this user wealth management activity will only end on 3.20. Eating a large portion of pork trotter rice during one's youth is not a big problem. While managing finances, observe the market sentiment behind it. What we are facing is the geopolitical situation next week. If oil prices continue to soar, it will not be good for interest rate cuts. Nature is also unfriendly to the risk market (US stocks+BTC). So the weight of the CPI data to be released next week is not high anymore. Because the market is concerned about the inflation situation after geopolitical influences. These are the events in front of us. Next week is the second week of geopolitical influence in the Middle East. Let's see Trump's behavior. Especially when the US stock index futures open tomorrow morning, let's take a look at the market sentiment first. Especially since oil prices have skyrocketed. The above content is only for learning exchange and does not provide any financial advice.
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