#美国经济与货币政策 The Fed's combination of interest rate cuts and balance sheet expansion is here, and liquidity is set to recover losses. Banmu Xia's analysis is quite clear; this week we are indeed expected to welcome a broad rise in the market, with US stocks, encryption, and precious metals all likely to benefit.

To be honest, the previous tense liquidity environment was indeed oppressive, and many projects were stuck at the bottom. It seems that there might be a turnaround now, and market sentiment will definitely improve. However, I think the real big market may still have to wait until next year. Once Trump really takes control of the Fed, that will be the true moment of liquidity injection, similar to the situation in March 2020.

During this time, let's first keep an eye on this week's overall rise in the market, and continue to pay attention to policy trends afterwards. Money is coming, but don't be too anxious, take it steady.