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Continuing to follow the script Tonight, the US July CPI fully met expectations, withstanding the risk of oil price rebound due to the Middle East conflict in July, continuing its downward trend, removing the biggest tail risk for the market. The probability of a rate hike in September dropped from 46% to 40%. The market is gradually realizing that there will be no rate hike this year, but possibly a rate cut, which is the script I have been telling everyone: the Fed first signals hawkishness to mislead the market — the market becomes desperate — then data reverses — market perception changes — the Fed cuts rates. This process means the market first falls, then gradually rises. Once you catch the rhythm, holding positions steadily feels very comfortable.#CPIInLineFedWatch #AIInfraEarningsWatch #Gold4400HavenBid