「White-Haired Stock God」: Should Not Be Bearish at the Moment, Policy Environment Tilted Positive Ahead of US Midterm Elections

BlockBeats News, June 15th - "White Hair Stock God" Serenity posted on social media today, stating that it is not wise to continue to be bearish on the market at the moment. Serenity pointed out that factors such as the U.S. policy environment, easing geopolitical tensions, and rising risk appetite are collectively supporting the performance of risk assets. With the U.S. midterm elections approaching, the market expects the Trump administration to take more pro-economic and pro-capital market policy measures. At the same time, the easing of the Iran situation and progress in related peace talks have pushed down crude oil futures prices, which has also helped improve the overall macro environment.

Furthermore, driven by related positive news, the market's expectation probability for a Fed rate hike in 2026 has dropped from about 65% to 35%. The decline in energy prices has further eased inflationary pressures. The successful IPO of SPCX has further fueled market sentiment towards thematic investments and new stocks (such as the space sector). High-growth sectors such as semiconductors, optical communications, and aerospace are expected to benefit from the improved policy and liquidity environment. The European market is particularly sensitive to changes in the Middle East situation. If geopolitical risks continue to cool down, European assets may show greater resilience.