Market is so resilient, but how to justify it ?

来源: 于 2025-08-14 10:48:13 [旧帖] [给我悄悄话] 本文已被阅读：次

May be market sometime is irrational. 

Today's news changed the narrative of market. Before today, the investors was expecting 50 bps cut in September and priced it in.  After today's data, that may be off the table. but there is no change of pricing.

May be the market is   still thinking of 50 bps cut, because of Trump.