Understanding market sentiment changes (buying in advance) is a very important aspect in macroeconomics.

"Periodic sell (fact)"
- Good news is good news, bad news is bad news (normal situation market
The future expectations are in line with the policy expectations, and there is no change in future expectations.
Example: The market expects a 50 basis point increase, which is also 50 basis points in reality.
- The bad news is good news, and the good news is bad news (market expectations and
Policy expectations are contrary to future expectations.
For example: The unemployment rate increases (bad news), the probability of interest rate hike decreases (good news), the non-farm data is strong (good news), and the possibility of further interest rate hikes increases (bad news).
-The good news is good news, and the bad news is also good news (the market has improved).
After the previous decline, all the unfavourable information has been released)
Example: In 22 years, the market experienced a big dump during the 618 event, and then the market rebounded. In June, the CPI reached a high of 9.1% (bad news), but it indicates that inflation has peaked (good news).
-The good news is bad news, and the bad news is also bad news (the market has risen).
After the rise, all the favorable information is exhausted)
Inflation is high, and the Fed raised interest rates by only 25 basis points in March 2022.
After rebounding, it continued to fall.
In addition to these, there are also very important transactions that are expected to be advanced.
The judgment of an event is a prediction of its impact time and impact magnitude afterwards.
#目前应该抄底还是继续等待？你的看法是？