Take your place before it's too late, otherwise you will regret it. If you want to win, don't wait. # KNFT is getting ready to take off. This is not investment advice.
Why is the next few months considered a golden period? The first point: Cutting interest rates does not immediately bring abundant liquidity. Firstly, because interest rate cuts are a gradual process, gradually dropping the interest rate; secondly, policy transmission takes time, but interest rate cuts directly represent a policy shift, and the market will anticipate that liquidity will become more abundant in the future. 'Expectation' is precious. The next few months will continue to be in a stage of strengthened expectation. The second point: The recession has not really arrived yet. Unemployment rates, non-farm employment, etc. are still within a controllable range. There is no substantial evidence of a recession on the surface. From Powell's speech, the Federal Reserve is also guiding the market to believe this. The third point: The upcoming U.S. presidential election, with Trump taking office, the next few months will be a period of point shaving with continuously strengthening expectations, as the recession has not yet arrived. Finally, there is Trump's narrative.