看不懂的SOL
看不懂的SOL|9月 14, 2026 06:43
Brothers, as the new week begins, the most noteworthy moment in this week's US stock calendar is Thursday morning. On September 17th at 02:00 Beijing time, the Federal Reserve announced its interest rate decision and held a press conference at 02:30. For those who hold US stocks, gold, and BTC, these two time points are worth paying attention to, but there is no need to spend the whole week waiting for the lottery for them. This time I will look at it in three layers: how to adjust interest rates, how to look at the follow-up path in the dot matrix, and how to explain inflation and employment at the press conference. Raising interest rates or not raising interest rates is just the first layer. If the market has already digested a certain outcome in advance, what really brings volatility may be the statement on the next meeting or even next year's interest rates. The dot matrix diagram is only an official's current prediction, not a promise. So don't be surprised why sometimes the price rises first after the announcement and then falls again at the start of the press conference. The two pieces of information are different, and the market is also re understanding. It is not necessarily the first reaction that "sees through the direction". In addition to the central bank, this week's consumption, employment, real estate, and industrial data can also be viewed together. Whether residents are willing to spend money, whether companies are hiring or not, and whether there have been changes in housing construction and production are all clues to observing the impact of high interest rates. Financial reports are closer to specific business operations. When looking at tourism companies, one can pay attention to travel demand and profit margins; Looking at logistics companies, one can observe freight demand and costs; When looking at residential developers, it is important to pay attention to orders, deliveries, and promotional efforts. Macroscopically speaking, the resilience of the economy ultimately depends on whether it is reflected in the company's accounts. Based on my own investment plan, I won't increase the number of operations this week just because there are too many events. Basic investment will be executed according to the budget, while living expenses and emergency funds will remain unchanged. The conditions for adding extra positions should be written in advance and compared after the decision is made, rather than making a last-minute decision to double the purchase based on a large bearish candlestick. If the result is biased towards eagles and the market declines, first check if there is a change in the profit logic, and then consider investing in batches; If the result is biased and the market rises, there is no rush to spend the budget for the next few months ahead of schedule. It is easier to accept buying less of a rising price than being forced to sell after running out of cash. What really needs to be prepared this week is not just a 'I guess what will happen', but how to do it separately after different results appear. The calendar is used to schedule attention, not to remind us to participate in every fluctuation. Understand important changes, spend the remaining time working and living normally, and provide continuous cash flow for long-term plans.
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