The reason why A-shares, particularly bank stocks, rose sharply some time ago is mainly due to insurance funds entering the market and buying bank stocks in large quantities (similar logic to gold). In the current deflationary environment in the country, there is an asset shortage. The normal logic would be to buy gold, Dividend-type, and fixed income, so the actions of the insurance funds are justified (with tasks).
However, this does not mean that bank stocks are safe assets. With the net interest margin hitting a new low, coupled with various local government financing bonds, hidden local d

#NQ
The consequence of not following the rules is earning $400 less.
damn bro ! learn from the lesson

J.P. Morgan wrote a mid-year report on the economic situation in China.
I won't write in Chinese about the part regarding deflation and unemployment, everyone can translate it themselves.
I also specifically checked a few reports from competitor brokers (foreign-funded).
The assessment of deflation and unemployment conditions in China is basically converging.

June Non-Farm: Does not support The Federal Reserve (FED) to cut interest rates early (maintains dot plot path)
-
In June, the U.S. non-farm payroll data greatly exceeded market expectations, with job growth, a decline in the unemployment rate, and no wage increases (inflation), demonstrating the strong resilience of the labor market.
-
Key points:
▪️Differentiation of Employment Structure
In June, the increase in employment mainly came from government departments (+73,000) and low-skilled, labor-intensive industries such as healthcare and leisure accommodation, while the technology-skilled se

June Non-Farm: Does not support The Federal Reserve (FED) to cut interest rates ahead of schedule (maintain original plan)
In June, the U.S. non-farm payroll data comprehensively exceeded market expectations, with job growth, a decrease in the unemployment rate, and no increase in wages (inflation), demonstrating the strong resilience of the labor market.
Key points
-
▪️Employment structure differentiation
In June, the new jobs primarily came from government sectors (+73,000) and low-skilled, labor-intensive industries such as healthcare and leisure accommodation, while the high-tech skilled s

Pick up a few hundred
Tomorrow is Independence Day in the United States.
Get off work early

swing trading ,Target 168

Questioning Justin Sun, understanding Justin Sun, becoming Brother Sun

#nq
London seesion
1 BE 1 TP

NOBODY CARES,WORK HARDER
FOR YOURSELF

Took 7 hours
Finally tp'd

May CPI: Below expectations, increasing the probability of interest rate cuts
Key points
The expected issue of rising overall service prices (labor costs) due to the expulsion of immigrants has not occurred; instead, service prices have decreased due to weakened overall demand and employment.
▪️The prices of goods have not been significantly affected by tariffs. Considering the behavior of merchants stockpiling imports before the tariff war began in April, U.S. merchants expect their inventory to last until the fourth quarter, which means the impact on inflation will also be delayed until the

How to understand the impact of stablecoins on short-term U.S. Treasury bonds?
This article outlines the core content of the working paper "Stablecoins and Safe Asset Prices" published by the Bank for International Settlements on May 28, 2025, aiming to explore the impact of stablecoin capital flows on the U.S. short-term government bond market and its policy implications.
——
Background
As of March 2025, the total asset management scale of USD stablecoins has exceeded 200 billion USD, surpassing not only most traditional crypto assets but also the holdings of major foreign official institution

#log
Whether it's traditional finance or Web3, there are countless projects. I don't pay attention to flashy technologies, nor do I blindly trust anyone's business plan. I only care about whether the business model is viable, whether there is a sustainable profit logic, and whether I can get in as a trader and make money from it. If not, I won't waste a minute.
Finance is my profession and also my ongoing interest. Through research, work, and trading, I have been able to provide myself with a stable and decent life.
Unlike many bloggers who monetize through traffic and training, I do not rely

#BTC
The daily line effectively breaks through the resistance at 10.6w.
There is a good follow-through bar
If you think there is a risk in chasing highs here.
You can wait for the price to test the resistance at 106,000 (not necessarily a test).

Reaching a key price level Is it a pullback or a breakout
Wait for price validation before taking action.

While being a bull, relax and trade.
Both are not missed🤓