In November, the CPI of the United States rose by 2.7% year-on-year and 0.3% quarter-on-quarter, which was in line with expectations. After the news was released, the market generally felt that the Fed might cut interest rates by 25 basis points in December, and the situation became clearer.Because the space is vast!In November, the CPI of the United States rose by 2.7% year-on-year and 0.3% quarter-on-quarter, which was in line with expectations. After the news was released, the market generally felt that the Fed might cut interest rates by 25 basis points in December, and the situation became clearer.
Many people stare too much at the index and are blinded by the illusion. Although the 10.8-day high has never passed, but if you look at individual stocks, two-thirds of them have exceeded the 10.8-day high, and the market has not yet broken through, which is the drag of Baima heavyweights!After Tuesday's profit, it was really ugly to go high and go low, but Wednesday's commitment was very strong, and it was a spontaneous purchase in the market. Without any funds, it directly received the positive line. This is the rhythm of anti-package, which is essentially different from the trend on 10.8. If you have to compare, everyone looks at June 19, 2019, which is the most appropriate.Many people stare too much at the index and are blinded by the illusion. Although the 10.8-day high has never passed, but if you look at individual stocks, two-thirds of them have exceeded the 10.8-day high, and the market has not yet broken through, which is the drag of Baima heavyweights!
1. The overall situationAfter the Federal Reserve cut interest rates all the way, we have more and more room to move. I expect that the RRR cut and interest rate cut will follow in 2025, further stimulating the economy and the stock market. Both at home and abroad are loose, and the market will be flooded with money. The bull market in 2025 is obvious!In the consumer industry in general, stimulating consumption is definitely one of the key points, because it is impossible to stabilize the stock market and the property market only by releasing water. In addition, consumption is relatively low, so the stock price of the consumer industry lags behind, but it is not a disadvantage, but an advantage!
Strategy guide 12-13
Strategy guide 12-13
Strategy guide
12-13