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Trump enters the stage, and the CPI data before the 15th is definitely not good. It will continue to fall in the next few days. The stupidest thing is to sell chips to Europe and the United States. Trump is likely to solve the inflation problem after taking office, because inflation has touched the interests of the Republican Party. At the same time, the ftx compensation is in place, plus Trump's encryption policy. From 1.20-3.15, it is probably a bull market. At the same time, after 3.15, the US currency reserve will soon be exhausted, the market liquidity will decrease, and Trump will suppress inflation early and stage it down. In June, there are three good news: the US debt ceiling has been increased by 15 trillion, which means it is sold to the Fed, which means the Fed will print 15 trillion US dollars. At the same time, the balance sheet is ending, which is equivalent to an additional $60 billion per month. The third is the 25 basis point rate cut, and the three good news officially begin the shanzhai season.
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