qinbafrank
qinbafrank|Oct 20, 2025 10:24
The market should perform well in the first half of this week. Since the 10th, two main factors have been influencing the market: 1. Improved expectations around the US-China rivalry, with a high probability of mutual sanctions being postponed. 2. The panic caused by the credit blow-up of two regional banks last Thursday has eased following the stable earnings reports of five other regional banks on Friday. The focus for the second half of the week will be September's CPI, which is also the key factor impacting the market in Q4. The big picture is what was discussed in this morning's tweet.
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