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qinbafrank
qinbafrank|10月 20, 2025 10:24
The market should perform well in the first half of this week. Since the 10th, two main factors have been influencing the market: 1. Improved expectations around the US-China rivalry, with a high probability of mutual sanctions being postponed. 2. The panic caused by the credit blow-up of two regional banks last Thursday has eased following the stable earnings reports of five other regional banks on Friday. The focus for the second half of the week will be September's CPI, which is also the key factor impacting the market in Q4. The big picture is what was discussed in this morning's tweet.
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Timeline

11月 13, 13:49The CPI data failed to be released, revealing initial signs of fragility in the financial system.
11月 13, 11:30The end of the government shutdown changed the rules of the game.
11月 13, 03:14The U.S. government ends its shutdown, increasing uncertainty in the release of economic data.
11月 03, 16:22CPI is higher than the Federal Reserve's target, the economy is steadily cooling.
10月 29, 18:52September CPI slightly below expectations
10月 27, 16:43Capital flows back into the crypto market, market sentiment remains cautious
10月 27, 09:29Digital asset investment products saw $921 million in fund inflows.
10月 26, 16:20Polls show that the public is willing to accept a 1% increase in the unemployment rate.
10月 25, 18:46Inflation data is milder than expected
10月 25, 06:46CPI data is lower than expected, strengthening rate cut expectations

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