The economic situation in the United States has triggered market expectations for interest rate cuts. There may be data manipulation behind these expectations to create conditions for rate cuts. At the same time, capital flows have also become a focus of attention, and are expected to continue to remain in the U.S. stock market.

The White House may hope to reduce interest expenses by cutting interest rates, but this requires carefully packaging economic data and recession expectations. As the midterm elections approach, the game between the Republican and Democratic parties will become increasingly intense. However, without economic stimulus measures, winning the election will become difficult.

It is worth noting that some tech giants may align themselves with the government again, primarily for electoral support rather than deep political involvement. The role of Silicon Valley capital in this process cannot be ignored.

Although interest rate cuts may not necessarily bring comprehensive benefits, they may be more favorable for the market compared to the current situation. Despite the enormous scale of U.S. debt, the likelihood of a collapse in the short term is relatively low. While there are shortcomings in the decision-making body, it still has the ability to handle the current situation.

For investors, a bull market can manifest in both strategic and speculative forms. Market participants are all waiting for the right moment. Short-term traders may impulsively enter the market during a surge, reflecting the weaknesses of human nature. The key to success lies in the ability to endure what others cannot.

Overall, market fluctuations can be a shakeout during a downturn or a shakeout during an upturn. Investors should remain patient, stick to their investment strategies, and seek returns in this market environment filled with opportunities and challenges.