Traded Value
PostsThe government shutdown is over, the market might get better
But the interest rate cut expectations have mostly been priced in
Most companies' earnings reports are already out
December still feels hard to predict 🤣
The United States is heading towards a "liquidity crisis," and a "government shutdown" is equivalent to an interest rate hike? The next steps are crucial for the market
The U.S. government shutdown has withdrawn $700 billion in liquidity from the market, with effects comparable to multiple interest rate hikes. Key financing indicators show that market pressure has reached a critical point. However, there are opportunities within the crisis; once the government reopens, the Treasury will release hundreds of billions of dollars in cash. This "invisible quantitative easing" could trigger a massive buying spree in risk assets, driving the stock market to rise significantly by the end of the year
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