Group 1 - The global market is experiencing a rare trend of "weak dollar, rising everything," with gold and US stock futures both breaking through previous highs, while US Treasury prices are rising and the dollar index is declining [1] - This unusual market behavior occurs before the release of key inflation data, which typically leads to a cautious market stance of "light positions and waiting for key levels" [1] - The current market trend suggests two possibilities: either key economic data has been leaked through unofficial channels, or Wall Street institutions have reached a consensus strategy to interpret the data in a specific direction regardless of its outcome [1] Group 2 - The market has shifted from being a simple data reaction environment to a battleground of narrative competition, where breakthrough trends at critical points may reflect either pre-priced potential benefits or narrative-driven expectation management [2] - The focus has subtly shifted from the specific values of inflation data to how the market interprets these values, indicating a struggle for narrative dominance that may determine the true direction of future market trends [2]
全球市场现罕见一幕 背后隐藏着两种可能
Jin Rong Jie·2025-12-05 07:00