It's the end of the month, and June is commonly known as the risk month. Let's review the macro events of June!

📌 First and most importantly is the Federal Reserve's interest rate meeting, the first one led by Waller, on June 18th!
Next is Japan's interest rate meeting, currently no further evidence of rate hikes in Japan, on June 13th.
Then there's the volatile Middle East situation. Personally, I don't think peace talks will come easily, which is one of the reasons for taking a break these past few days.
Non-farm payroll data on June 6th, CPI inflation data on June 11th, PCE inflation data on June 17th.
📌 Next are the topics related to U.S. bonds and U.S. stocks.
U.S. Treasury bonds will mature throughout June, not on a large scale, but routine refinancing is needed.
The authoritative figure states the scale is $1.07 trillion. If true, it will drain liquidity.
At the end of June, the end of Q2 + mid-year, is a window for institutions to realize profits. Public funds and hedge funds need to meet semi-annual performance assessments, so there's a high probability of profit-taking from the first half of the year.
Will SpaceX's IPO hurt valuations? If valuations drop, how much can they drop? We need to watch and see.
📌 Throughout the month, crude oil remains a focus.
Uncertain U.S.-Iran situation + OPEC, with expectations of OPEC meetings in June, and news about production cuts or increases.
Other than that, there’s not much else. That’s all I know for now. No detailed breakdown; too many details to list. #WTI原油失守90美元 $XTIUSD200