Dekho bhai, aaj ka market kuch khaas nahi lag raha. Sabse pehle toh US bonds ki tension hai. 30-year Treasury yield 5.27% touch kar gaya hai. El-Erian bol raha hai yeh structural shift hai, aur America ab expensive ho jayega. Matlab har cheez ka rate upar jayega. Long bonds ka selloff abhi rukne ka naam nahi le raha, aur Warsh ka clear guidance nahi milne tak aur gir sakte hain. Nvidia ki baat karein toh valuation abhi bhi reasonable hai, aur growth ke liye kaafi headroom hai. Toh usme koi darr nahi lagta. Ab Alibaba ka scene dekho. Badi plunge hui hai. Unhone $10.2 billion ka share placement announce kiya hai, jo AI push ke liye fund karega. Matlab unko paisa chahiye AI mein invest karne ke liye, aur market ko woh pasand nahi aaya. Share price gir gaya. Aur USD ka outlook bhi UST aur Fed ki credibility pe depend kar raha hai. Agar Fed ki pakad kamzor lagti hai toh dollar pe bhi pressure aayega. Simple baat, sab kuch bonds se juda hua hai. Agar bond yield upar jaate rahe, toh equity market ke liye mushkil hai. Kya tumhe lagta hai yeh bond yield ka upar jaana abhi ruk jayega, ya aur badhega?

⚠️ Personal analysis, financial advice nahi.

#Trading #Binance #Forex #FederalReserve #BigTech

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Disclaimer: My personal analysis, not financial advice. DYOR.