
qinbafrank|Mar 12, 2025 23:28
Last night, the CPI data was pretty good. When we talked about the market sentiment being boosted, some friends were looking forward to a big V reversal. My opinion is that if there is a short-term rebound, the sentiment will gradually recover, as there is still uncertainty. Last night's CPI, tonight's PPI, whether the Senate has passed the temporary appropriations bill in the past two days (which determines whether the federal government will shut down), the pace of tariff policies (whether the market will be desensitized), and the interest rate meeting, if each event can go well, then market sentiment will be boosted by one point, and repair will also be a cumulative process.
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