Macro research gives everyone a recharge of faith

Before Trump took office, the CPI data up to the 15th is definitely not good. It will continue to decline in the next few days, and the stupidest thing is to sell the chips to Europe and the United States. After Trump takes office, it is highly probable that the inflation problem will be solved, because inflation has touched the interests of the Republican Party. At the same time, the ftx's compensation is in place, plus the high probability of Trump's encryption policy related to a bull market from 1.20 to 3.15. At the same time, after 3.15, the U.S. currency reserve is about to run out, and the market liquidity will decrease. At the same time, Trump will suppress the inflation and stage a downward kill. In June, there are three major positive news: the U.S. debt ceiling will be increased by 15 trillion, which means it is sold to the Fed, indicating that the Fed will print 15 trillion U.S. dollars, and the balance sheet reduction will end, which is equivalent to an additional 60 billion U.S. dollars per month. The third is a 25 basis point rate cut, marking the official start of the three major positive news season.