2026-03-13 11:14:35

Three major macro headwinds, ranked by importance:

1. US Dollar Index breaks through 100 (fundamental factor, other factors will ultimately converge and manifest in the USD Index)
2. US unemployment rate surges, the Fed's most closely watched indicator
3. Bank of Japan rate hike (risk trigger, and many people haven't realized it)
Biggest macro tailwind: Boss Yi Lihua went short! 😁

Now let's see which force wins, haha 😁

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