The global market has changed dramatically! U.S. stocks and bonds are both rising, expectations for a ceasefire are warming, and funds are starting to shift...
On March 26, after the U.S. stock and bond markets strengthened simultaneously, sentiment in the Asian market showed a clear rebound.
Traders are assessing whether the U.S.-Iran ceasefire negotiations are really promising.
Latest performance:
Japanese and Australian stock index futures are up
Hong Kong stock index futures have slightly retreated
U.S. stock futures are overall flat
S&P 500 rose another 0.5%
Nasdaq 100 increased by 0.7%
The U.S.-listed Chinese concept stock index surged by 1.9%
When “ceasefire expectations” arise, the market will immediately start to reprice:
With a recovery in risk sentiment, funds will flow from safe-haven assets to risk assets.
But retail investors should remember:
The calmer the market, the easier it is for sudden “directional choices” to occur.
Major players often lay the groundwork in such times, waiting for sentiment to confirm before erupting.
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