🔥【Non-farm Payrolls Exploded! Rate Cut Script Rewritten, July?】

Just woke up and saw this set of data, non-farm payrolls directly exceeded expectations! U.S. Treasury bonds were instantly hit, the 2-year yield surged by 6 basis points, and the market finally woke up—June rate cut? Don’t think about it, everyone is now betting on July.

📉Short-term bearish? Indeed it is. Last night, U.S. stock futures already wobbled a bit, and the crypto market followed suit with a downturn in sentiment. But don’t rush into FUD, listen to what that guy from eToro says: this employment report essentially gave the economy a shot in the arm.

My view can be summed up in two sentences:

1️⃣ A delayed rate cut is not the end of the world. The Federal Reserve is not in a hurry to rescue the market, which precisely indicates that the system can still hold. If it were to suddenly collapse like last year, that would be a disaster.

2️⃣ Resilience is more important than easing. Strong employment = recession delayed = risk assets still have a second half. A rate cut in July is still on the table; this adjustment is just a slight tweak to the script, not a complete restart.

Don’t let short-term fluctuations set the pace. Bull markets often have sharp declines, pessimists see "rate cuts gone," while optimists see "soft landing secured."

👇What do you think? In this wave, are you choosing to hedge or to increase your position?

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