7.8 Morning market analysis, the next round of tariff policies from the U.S. is about to arrive, how should we prepare our response measures?

View Original

Subscribers Only

This page may contain third-party content, which is provided for information purposes only (not representations/warranties) and should not be considered as an endorsement of its views by Gate, nor as financial or professional advice. See Disclaimer for details.

57 Likes

Reward
57
23
Share

Comment

0/400

Wb3_fish

· 07-08 06:57

In July, there is no possibility of a rate cut, and with such strong non-farm data, the U.S. has recently started to look into imposing tariffs on allies. Yesterday, a 25% tariff was set for Japan and South Korea, and discussions about tariffs also affected the market's decline. I feel that the recent market may replicate last year's movements, with fluctuations and adjustments leaning towards a downward trend in July and August. There are expectations for a rate cut in September, similar to last year, with a direct cut of 50 basis points. October is traditionally a month of big pumps. Both October 2023 and 2024 saw big pumps. This year should be no exception. By then, the U.S. will do point shaving, and we will also do point shaving. The A-share market should also rise in the second half of the year.

View OriginalReply0

Asdfghjkl1458