The author originally intended to issue a review and outlook for the first half of US stocks todayHowever, with the trading performance of US stocks after the CPI announcement yesterday, I believe that people are more concerned about the performance of the US stocks in the short term post market than in the entire mid-term post market, and it seems that we will continue to lag behind the relevant outlook articlesFirst, let's take a look at the latest developments that U.S. stocks will face.
ON THE CPI DATA RELEASED YESTERDAY, THERE ARE CLEAR SIGNS OF US INFLATION PRESSURES SLOWING DOWN, LEADING MARKETS TO FURTHER BELIEVE THAT A RATE CUT CYCLE IS COMING, FROM THE CME'S FEDWATCH,The odds of a September rate cut have risen sharply to above 98%And, almost without a doubt, this led to the rapid fall in US debt rates last night, related to the long debt $iShares 20+ Year Treasury Bond ETF (TLT.US)$with $Direxion Daily 20+ Year Treasury Bull 3X Shares ETF (TMF.US)$Has a good performance.
However, US stocks outperformed the spread. Track Small Stocks $Russell 2000 Index (.RUT.US)$The index rose sharply, but $Nasdaq Composite Index (.IXIC.US)$with $S&P 500 Index (.SPX.US)$There have been more marked adjustments in recent months under the drag of weighted stocks, $NVIDIA (NVDA.US)$And...