The time has come for a phased bullish run of US stocks. You need to know this trading strategy

The minutes of the Fed's interest rate meeting have been released. The content is basically in line with market expectations. Interest rate hikes of 50 basis points in June and July respectively have become the consensus of the market, yet what surprised the market was that some Fed officials braved that interest rate hikes might stop in September. This brought a strong shot to a dead stock market.

I. Impact on the US indexes
“Whether you believe it or not, I believe it anyway”, this is the attitude given by the market, so US stocks have rebounded from the bottom. Since the market has fully anticipated that the Fed will raise interest rates by an average of 50 basis points in June-July, from now until the September meeting, interest rate hikes are no longer the biggest negative for US stocks, and the biggest downside can only be seen until the September interest rate meeting (if the Fed decides to continue raising interest rates in September, it will exceed market expectations, and the stock market will weaken), so the current time period (until September) can be described as a time when bullish fundamentals are at their safest. Naturally, the stock market is also relatively stable.

Technically speaking, US stocks have already risen above the 20-day EMA last week, so we should no longer be bearish. At the same time, the low occurred in May. Given the time characteristics of 2-5-8-10 for US stocks, this point can be considered a watershed point for the future bull and bear market. As long as it does not hit a new low, it will continue to be bullish. The strategy is also simple. Buy the lowest level of put option protection, then hold long positions in indexes futures or stock bulls, and let the market do the rest.

II. Crude oil
The Federal Reserve is no longer raising interest rates. Apart from the stock market, commodities are more beneficial. The paradoxical logic of the current market is that due to the decline in the stock market, large financial capital believes that the Federal Reserve is afraid to raise interest rates drastically to suppress inflation (for fear of harming the stock market by mistake), so as long as interest rates are not raised, then inflation will continue to be unresolved. Because commodities have immediate demand attributes, as long as there is no significant increase in additional supply, miners can always wait for a price to sell, and the demand side is also forced to passively accept them. Therefore, it is very difficult to keep the stock market unharmed by raising interest rates to suppress commodities and suppress inflation. Can the Federal Reserve stand this test? We can only wait and see, but as far as the current commodity supply and demand situation is concerned, the market expects the Federal Reserve not to raise interest rates, so it will be difficult for commodities to fall.