啊柏说趋势
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Musk and Trump’s century reconciliation directly shocks the scene! Just half a year ago, they were still hurling insults at each other, and now they are surprisingly dining together at a banquet hosted by the Saudi crown prince, with Cook, Huang Renxun, and Ronaldo all present. This is not just an ordinary gathering; it is clearly a return to the center stage! The Tesla board is even more ruthless, directly stating: as long as the trillion-dollar goal is achieved, Musk can play with politics as he wishes. This move is not reconciliation; it is a 'return to the core of power'!
The Federal Reserve is now in complete chaos! The vice-chair is calling for a gradual rate cut, while Bostic directly counterattacks: 'Inflation is not over, don’t rush to loosen!' Even more ridiculous is that the government shutdown has caused data delays, and the Federal Reserve is now completely 'blindly making decisions.' Tonight's meeting minutes may lean hawkish, and the dollar is likely to go wild!
Tonight's market has two major storm centers: NVIDIA’s earnings report and non-farm payroll data. NVIDIA's price-to-earnings ratio has surged to 22.4 times. If the earnings report is disappointing or there are supply chain issues, the entire tech sector will tremble; the September non-farm payroll data will be announced tomorrow, with a pathetic expectation of only 50,000. If it is really that bad, the expectation for a rate cut in December will directly 'skyrocket,' and the dollar won't be able to hold on!
In summary: Tonight, the heartbeat of the global market is entirely in the hands of these big shots! Musk re-enters the game, the dollar is hanging in the balance, and NVIDIA and non-farm payroll data will determine life and death—this maneuver is the ultimate game of capital versus power, as well as the ultimate test of market sentiment. Whether it’s a celebration or a plunge depends entirely on whether the data gives face!
Market conditions change every day; don’t let your mindset get too tight. It always feels like I’m half a beat behind, afraid of being disturbed by market noise. Feel free to come and follow me for a chat, Bai.
#美SEC推动加密创新监管 #特朗普取消农产品关税
The Federal Reserve is now in complete chaos! The vice-chair is calling for a gradual rate cut, while Bostic directly counterattacks: 'Inflation is not over, don’t rush to loosen!' Even more ridiculous is that the government shutdown has caused data delays, and the Federal Reserve is now completely 'blindly making decisions.' Tonight's meeting minutes may lean hawkish, and the dollar is likely to go wild!
Tonight's market has two major storm centers: NVIDIA’s earnings report and non-farm payroll data. NVIDIA's price-to-earnings ratio has surged to 22.4 times. If the earnings report is disappointing or there are supply chain issues, the entire tech sector will tremble; the September non-farm payroll data will be announced tomorrow, with a pathetic expectation of only 50,000. If it is really that bad, the expectation for a rate cut in December will directly 'skyrocket,' and the dollar won't be able to hold on!
In summary: Tonight, the heartbeat of the global market is entirely in the hands of these big shots! Musk re-enters the game, the dollar is hanging in the balance, and NVIDIA and non-farm payroll data will determine life and death—this maneuver is the ultimate game of capital versus power, as well as the ultimate test of market sentiment. Whether it’s a celebration or a plunge depends entirely on whether the data gives face!
Market conditions change every day; don’t let your mindset get too tight. It always feels like I’m half a beat behind, afraid of being disturbed by market noise. Feel free to come and follow me for a chat, Bai.
#美SEC推动加密创新监管 #特朗普取消农产品关税
Disclaimer: Includes third-party opinions. No financial advice. May include sponsored content. See T&Cs.
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