The market is highly likely to enter a honeymoon period next! Two phases + three major certainty opportunities, clarify in advance～
The subsequent market will basically be divided into two waves: the first wave from this week to December 10, and the second wave from December 10 to Christmas. Overall, it is highly likely to rise first and then fall, so grasping the rhythm is crucial～
Three clear opportunity points provide support, ensuring certainty:
1️⃣ The U.S. Treasury's TGA account replenishment is expected to release about $300 billion in liquidity in the next 3-6 weeks, providing support on the funding side;
2️⃣ The expectation of a rate cut on December 10 is high, and the probability of a 25 basis point rate cut in December on Polymarket has risen to 87%. The market is already anticipating this good news in advance;
3️⃣ On December 1, the Federal Reserve will halt tapering, and they mentioned plans for a new round of Treasury purchases in January to help alleviate market pressure, providing a policy support.
Additionally, recent geopolitical and external markets have stabilized, making this window period indeed worth looking forward to～ However, be aware that after the rate cut on December 10 until Christmas, it has historically been a phase of tighter market liquidity, and the market is highly likely to reverse then. It will probably be a good time to take profits, so don’t be greedy～
