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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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Nov 14, 13:05The government shutdown caused the absence of October CPI.
Nov 13, 13:49The CPI data failed to be released, revealing initial signs of fragility in the financial system.
Nov 13, 13:44Due to the U.S. government shutdown, economic data may not be released.
Nov 13, 11:30The end of the government shutdown changed the rules of the game.
Nov 13, 09:18Tonight, the CPI data will be released, in line with expectations.
Nov 13, 03:14The U.S. government ends its shutdown, increasing uncertainty in the release of economic data.
Nov 13, 02:35The U.S. government ends a record-breaking 43-day shutdown.
Nov 12, 11:22The market is waiting for the results of the U.S. Treasury auction and CPI inflation data.
Nov 10, 11:31The U.S. government has reopened and will release CPI and PPI data.
Nov 08, 13:11U.S. CPI may be absent for the first time, gold awaits new catalysts

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