I knew it

Investor summaryBullish

Market overreacted to employment data with panic selling; Monday's news vindicates the view that rate hike fears were exaggerated.

Bull points

Panic selling was an overreaction to temporary noise rather than fundamental shifts.
Recent news suggests the economic outlook is more stable than the Friday sell-off implied.
Fear of rate hikes appears to have been priced in excessively, creating a buying opportunity.

降息与宏观

Post body

Everyone freaked out over employment data, thinking there's going to be a rate hike and panic sold on Friday.

Well, it's Monday now, and this article came out

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