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Tim Wong's avatar

The stock market waits for a signal to fall. It may be :

1. sixty or seventy percentage of Tariffs to certain regions: Europe ?Japan? South Korea?

2. The uptrend of bond yields above 4.6% after the big and beautiful bill?

3. The surrender of Ukraine after US stops to supply MIM-104 Patriot Anti-air Missile?

4. The potential conflict in US politics after the establishment of American party?

5. The sudden drop of non-farm payrolls after the government jobs start to reduce again?

When Trump suddenly stops to provide MIM-104 Patriot Anti-air Missile to Ukraine and continues to attack Powell, US credibility is destroyed and the withdrawal of investment in US will be a trend.

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Esther Yang's avatar

right,those are all the risks that are staring at the asset markets. it is very hard to predict how market will react, especially most of those are known unknown. The best strategy is to be patient.

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