moomoocat 2024-11-24 22:38 Beijing, capital of People’s Republic of China
this weekendcapital marketVery calm.Nothing serious happened.But it’s not good to open the sunroof for the nightly report.我Watch and run a couple of strokes.go over sth onceI’m sure you’ll all be impressed.
1, 22 held on Friday, the State Council Information Office policy routine briefing, the reporter asked the United States may impose 60% tariffs on China, China how to see. The spokesman replied China’s economy has strong resilience, high potential and sufficient vitality to withstand and defuse external shocks. The U.S. move, on the other hand, will lead to higher prices paid by U.S. consumers and higher inflation.
This matter has a potentially large impact on the stock market, as there was a school of thought in the capital markets that Trump would raise tariff barriers when he came to power, and as a hedge, the Chinese government would likely introduce policies to stimulate consumption domestically. Friday’s reply from the State Council’s Xinhua Office showed that China is not worried about the US tariff hikes and is more confident, which made some analysts realize that the hoped-for stimulus may not be possible.
While there’s no evidence that Friday’s selloff was directly related to this incident, from what we’ve gathered so far Friday didn’t have much more impact than this incident.
2, Trump nominated Scott Besant as the next U.S. Secretary of the Treasury. The man himself is a billionaire, graduated from Yale University, in the 1980s, mixed in the Wall Street financial circle, once in Soros’s fund company for 20 years (1991-2011), deeply involved in Soros peak period of each financial battles. 2015 to create their own investment company, focusing on macroeconomic trends investment. He has a close personal relationship with Trump and is an economic advisor on the election team.
He advocates tax cuts, development of traditional energy sources, and supports dollar preservationHolding strong.Considering that this contributes toU.S. international leadership and the dollar’s continued status as the world’s reserve currency. He plans to cut the deficit rate to 3% in 2028 while stimulating US gdp to 3%.
What surprises me more than anything else is that he’s a gay man and came out of the closet early on, with a husband who is a former New York City prosecutor, and the two of them have two children. It’s kind of interesting that while Trump has publicly raised the flag against LGBT people, the centerpiece of his team is a known gay man that
I tried to search the new finance minister’s views on China, he recognizes the potential of China’s economy, but at the same time believes that China’s economy is not market-oriented enough, with more characteristics of a planned economy, in order to prevent the impact of China’s economy, he supports gradual tax increases to fend off. In addition, he also said that China’s regulatory environment is unpredictable, do investment need to strictly control the risk.
3, the Ministry of Foreign Affairs to expand the number of unilateral visa-free countries, including Bulgaria, Romania, Croatia, Montenegro, North Macedonia, Malta, Estonia, Latvia, and Japan. Among them, the biggest impact is definitely Japan, because those other countries together do not have as much traffic as Japan. In the future, people from these countries will be able to enter China visa-free and stay for 30 days, which will be conducive to traveling and visiting relatives and doing business, thus increasing the consumption of foreigners in China.
A lot of people on the internet question why we should open up visa waivers to Japan, these people are so immersed in some kind of emotion all day long that they can’t even comprehend the will of the country.
4, gold price continuous rebound back to 2700 near, because did not fall to my psychological range, so this wave I did not add positions. The possibility of a major fall in gold in the short term is small, next year there is still a slow bull upside.
5, the media summarized the highlights of this round of the market, since September 24, a stock increased market value of 17 trillion, financing balance of nearly 9 years high, which in fact is to say that the current situation is very good, just the article released in the a-share Hong Kong stocks both fell after the break, it does not seem to be very convincing. I see more valuable information in the article is that the 39 trading days of the daily turnover is 1.98 trillion, so 2 trillion is almost the volume of the passing line, want the market to return to normal, the turnover needs to be maintained at the level of 2 trillion +.
Basically, this is it, and the comeback of the old Hu profit 30,000 counting news, haha, pure pure to the stockholders to increase anxiety to come. Friday’s decline in the medium-term trend of the a-share worse, but I do not have any special operation, I never have plans to increase the position, the most is to rise to the ideal price will reduce the position to sell, and now since it did not rise to the slowly consumed.
I think the key to me being in a good frame of mind, or being patient enough, is that I shifted positions a couple years back and didn’t choose to hang on to the a-stock tree. It must be frustrating and difficult now if readers are heavy in a-stocks, there is no solution to this, but you can make targeted adjustments the next time you have a chance to shift positions.