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TraderS | 缺德道人
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除了油价在跌,美债收益率也在走低,这样如果按照原计划11月中下旬TGA账户开始放水,流动性回归的话,差不多也就该反弹了。只是不知道等10天之后开始反弹的时候,现在的多头们的仓位还在不在了。
Although the entire market has been discussing the Nvidia controversy all day today, the more important factor affecting the market—oil prices—is actually falling.
As long as oil prices steadily decline, inflation eases, CPI/PCE and other data look good, interest rate hike expectations weaken, and even Trump's approval rating can recover.
This removes the most important premise that previously caused the market to fall, making other minor details less significant.
So don't be confused by the current noisy chaos; crude oil is the anchor of the market. When oil falls, everything thrives. #英伟达启动独立调查,管理层稳定性受关注 $CL $NVDA
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