The yield on the 10-year US Treasury bond surged, alerting the market｜Fed rate cuts are not a given｜Once the market reverses, the consequences will affect US stocks and everyone｜Alternative investment options are looking forward to major events.

stephen is back, we've notified everyone in advance and answered all the questions, but today is not a very optimistic situation, especially for U.S. stocks, let alone Hong Kong stocks. There are two parts: The hidden risk behind the surge in the U.S. 10-year Treasury yield is the return of inflation. If it returns, does it mean the rate cuts are over? This might really be the point the market is positioning for. Recently, the strong U.S. dollar has shown its impact, affecting the Japanese yen and the Chinese yuan, and Hong Kong stocks are feeling it too. For those interested in BTC, skip directly to the second part.

0:00 Start video

1:58 Time to be more alert to the market? / What does the surge in the U.S. 10-year Treasury yield mean?

11:30 Could rate cuts end? What caused this sudden twist?

15:04 The strong U.S. dollar continues to weigh on A-shares and Hong Kong stocks

19:30 Samsung Blockchain Technology ETF (3171) / Bitcoin BTC, Coinbase, MicroStrategy$A SS BLOCKCHAIN(03171.HK) $Coinbase(COIN.US)