'White-Haired Stock God': It’s Unwise to Stay Bearish Now, Policy Environment Ahead of U.S. Midterm Elections is Favorable

BlockBeats News, June 15, 'White-Haired Stock God' Serenity posted on social media, stating that it is not wise to remain bearish on the market at this time. He pointed out that factors such as the U.S. policy environment, easing geopolitical tensions, and a rebound in risk appetite are collectively supporting the performance of risk assets. As the U.S. midterm elections approach, the market expects the Trump administration to implement more policies favorable to the economy and capital markets. Meanwhile, the easing of tensions in Iran and progress in related peace talks have driven crude oil futures prices lower, which also helps improve the overall macro environment. Additionally, driven by related positive news, the market's expected probability of a Federal Reserve rate hike in 2026 has dropped from about 65% to 35%, and the decline in energy prices has further alleviated inflationary pressures. High-growth sectors such as semiconductors, optical communications, and aerospace are expected to benefit from improvements in the policy and liquidity environment. The European market, being particularly sensitive to changes in the Middle East situation, may exhibit greater resilience if geopolitical risks continue to subside. [Original Article Link]