I rarely talk about logic seriously, especially in the past few months, I have been living as I please. Why did I determine the V-reversal of Bitcoin and judge the Fed to turn dovish under the fear of a big drop? I have talked about it in the group before.
The global commodities and the US dollar are diverging from each other. It is better to say that they are de-anchored than de-anchored. This is a very serious matter, proving that the financial market is sniping the US dollar in the long run. Gold and commodities deviate from the US dollar CPI, which will definitely be higher than expected. This is something that does not need to be thought about.
Rather than saying that the Fed, State Street and others are turning dovish, it is better to say that the US dollar will definitely weaken under high pressure. When the US dollar reverses, the US dollar hegemony has been shaken. This is a historical turning point and a voice of dissatisfaction with the US dollar from the world.
Through the above information, we can roughly judge the following points:
1. The Fed continues to be hawkish, and commodities continue to de-anchor from the US dollar. The consequence is the collapse of US debt and the US dollar, and the US dollar system is depressed. The Fed does not want to see this happen.
2. The Fed turns dovish to stabilize the sentiment of the international financial market first and make short-term layout counterattacks. This is a very difficult thing to clear. At least the Fed, which is now in debt, cannot do it.
3. The Fed has roughly made it clear that it will cut interest rates this year, sending a signal to the market that it is willing to cut interest rates. Hello, I am good, everyone is good. It is obvious that the Fed has chosen the most stable way.
Many people wonder whether the US interest rate cut is a hard landing. Fuck the hard landing. The continued interest rate hike is only to blow up small countries outside the US dollar system. Look at the various financial data in the United States. They are soaring. Why is the surge driven by artificial intelligence? Driven by cross-era technology, all the reasons for raising interest rates are lies used to deceive people. What high inflation is all an excuse for harvesting.
In any case, the US dollar and US bonds will definitely weaken next. For the first time in decades, the international financial market has resisted the collective will of the US dollar, and the arrogant US dollar has really had credit problems.
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