Yangzhou Fongming Cable: The biggest current expectation gap: When will the global liquidity turning point come?

Views: 3     Author: Site Editor     Publish Time: 2021-06-16      Origin: Site

All investors understand that the inflection point of global activity will eventually come; but when it will land, they have different views.

In detail, A-shares have become more cautious in their insights into global activities in the market outlook.

On Tuesday, the two markets continued to adjust, and most of the 24 secondary industries in Wind fell. The main funds of the Shanghai and Shenzhen markets were outflowed by 41.378 billion yuan throughout the day. Among them, the net outflow of main funds on the GEM was 10.396 billion yuan, and the net outflow of main funds on the CSI 300 was 18.881 billion yuan.

A survey conducted by Bank of America in June revealed that 72% of people believe that inflation is temporary, which is the mainstream view of the US stock market.

Data released by the US Department of Labor recently revealed that after seasonal adjustments, the US Consumer Price Index (CPI) increased by 5% year-on-year in May, the largest year-on-year increase since August 2008. After the release of such explosive data, US stocks chose to ignore it!

Proponents of this concept say that 21 states (27% of the labor market) will choose not to bear extended unemployment benefits by the end of June. By September 5, unemployment benefits in all 50 states will be completed; and the global vaccination rate will increase significantly, and the supply side will be improved. In addition, the May employment data in the United States is really too bad. It is estimated that the Fed will not stop Taper and raise interest rates under such sluggish employment data.


Yangzhou Fongming Cable Factory, a mid-to-high-end mica wire manufacturer, pays attention to the world situation and hot spots in the world.