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Brothers who were trapped, liquidated, and washed out last week, stop for now.
After the pancake broke through 82828 last week, it dropped over two thousand points in three days, repeatedly rubbing in the 79K-82K range;
Last week, the second pancake was still overlooking the scenery from the 2422 peak, but before the weekend, it fell back to 2318, and all the brothers who rushed in to buy D were buried.
This week, whether you want to unwind your positions or recover your losses including principal and interest, the key decision is not on the market, but on the poker table outside the market.
Tuesday (May 12): U.S. April CPI data release.
Wednesday (May 13): U.S. April PPI producer price index release.
Thursday (May 14): Xi Jinping’s visit to China and the Taiwan Strait deadlock.
Friday (May 15): Wosh’s inauguration countdown, officially replacing Old Bo on May 15.
The current core logic is “inflation is not low, and the decline keeps going.”
If the data exceeds expectations, the Fed’s slight rate cut expectations will completely vanish, and they might even turn around and raise rates.
Every opening and closing of the strait triggers a thousand-point fluctuation in the pancake.
Lockdowns tighten, oil prices soar, inflation persists, and the pancake is under pressure;
The dawn of a ceasefire appears, peace premiums are released, the strait resumes navigation, oil prices fall back, and the pancake counterattacks.
The storm is still ongoing, and the ship is still rocking.
Once any of these lines—data release, Wosh’s appointment, or negotiation rumors—breaks open,
Master Ye will stay focused on the market, responding to each move. Don’t wait until the cabin is about to explode before asking Brother Ye how to handle the $BTC and #特朗普5月13日访华 .