Pay close attention to the old US CPI, analyze the trend of global assets and China's way out

1. The prospect of the Fed's interest rate cut and the decline of assets: The US CPI will be released at 20:30 tonight, which is crucial to the prospect of the Fed's interest rate cut. If the Fed cuts interest rates, asset prices will inevitably fall.

2. Reasons for the rise of global assets and the decline of Chinese assets: Global assets generally rose, but China fell alone. The reason is that foreign investment is subject to administrative restrictions and pressure from the depreciation of the RMB, which makes foreign investors unwilling to invest in China.

3. The high yield of US bonds is difficult to attract funds: US bond yields have repeatedly hit new highs, but funds are worried that inflation cannot fall, and they have poured into gold, silver and US stocks instead of small and medium-sized enterprises.

4. The impact of the Fed's interest rate cut and the relief of China's pressure: The Fed's interest rate cut will lead to a decline in the stock prices of large companies, and China's pressure will also be relieved. Some foreign investment may flow back to the mainland through Hong Kong and other places, the exchange rate pressure will be reduced, exports will grow, the economy will improve, and enter a positive cycle.

5. The Fed will not cut interest rates in the short term: The Fed will not cut interest rates in the short term. Even if the US economy declines, it will not cut interest rates until it is forced to do so, and will be accompanied by quantitative tightening (QT) to support the US dollar and prevent excessive outflow of the US dollar.

6. China's way out: technological breakthroughs: Only through technological breakthroughs, breaking the blockade and improving labor productivity can the US financial pressure be reduced and stable economic growth be achieved.

If you still can't see the market trend clearly, it is recommended to follow me first, V--Exchange--Flow+: wbe3_BTC to learn about the currency circle and lay a solid foundation to go further. #美国CPI数据即将公布