Behind the bull market in US stocks, are there still 'undercurrents'? JPMorgan: The rise of the US dollar is a major threat!
①David Moore's chief investment officer Mike Wilson said that if the dollar rises again, the bull market in the US stock market may slow down; ②Due to investors' expectations that the Fed's easing cycle will slow down, the dollar has risen by about 2% this month.
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Debon Securities: The mild decline in inflation in the usa, the cessation of rate cut trade, and the positioning of inflation trade.
From the perspective of the capital markets, when the Dow Jones Industrial Average performs well, the probability of the same party's reelection success is higher, and currently the US stock market reflects a Democratic Party advantage.
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