Hi Alvin, watch your videos diligently & thank you. Could you do a video on China & HK mkts pls. Moody's cut China ratings today. All mkts are up, expect them. Your thoughts pls.
Yeah but history also tells u that every pivot and every rate cut is different. N we already just had an earnings recession. Just like the yield curve inversion and normalization. This yield curve inversion and normalization is so different from all the past ones.
Great video. Sifu.
Can you make video about China mainland stock, please?
Hi Alvin, watch your videos diligently & thank you. Could you do a video on China & HK mkts pls. Moody's cut China ratings today. All mkts are up, expect them. Your thoughts pls.
Thanks for the suggestion. Here’s one recent article about the downgrade. growthdragons.substack.com/p/china-has-debt-issues-and-the-us
should i sell all stock?
Yeah but history also tells u that every pivot and every rate cut is different. N we already just had an earnings recession. Just like the yield curve inversion and normalization. This yield curve inversion and normalization is so different from all the past ones.
2:03 why does when interest rate cut USD usually weaken?
When ir is cut less funds flows into USA in terms of deposits etc so demand for USD drops and therefore it depreciates
Predicting the economy and stock market is probably a good entertainment.