The U.S. has retracted the inflation data for October! This is not a small matter, but it's not a huge one either—this kind of thing hasn't happened in over twenty years. You have to understand, the CPI is like a thermometer for the market; if it's gone, it's gone. Can investors not be anxious?

But to be honest, after watching the market for so many years, this is actually the easiest time to find opportunities.

First, let's talk about why this data is important. If the inflation numbers are high, the Federal Reserve may tighten policies, and when market liquidity tightens, asset prices will naturally come under pressure; if the numbers are low, expectations for interest rate cuts will arise, and risk assets will gain momentum. Now, suddenly retracting is clearly an indication that the data is sensitive enough to need to "take a breather" before being released.

I have a friend who is mingling over there on Wall Street, and he let slip some insider information—it's said that the preliminary year-on-year data could be below 3%, much lower than the market's general expectation of 3.3%. What would happen if this figure is released directly? Tech stocks could soar, and cryptocurrencies might just head straight for the $40,000 mark.

But the problem lies here. What the Federal Reserve fears the most is not the increase, but rather "an increase that is too rapid and too fierce." It's like giving a child candy; if you give too much at once, it can lead to problems, so you need to control the pace. Therefore, the data is held back first, and only after market sentiment stabilizes will it be released. This is the real operational logic.

For us, this information gap is precisely the window for positioning. The data will eventually be released, and if the trend of low inflation is confirmed, subsequent improvements in the funding environment are highly likely. The market is still in a wait-and-see mode right now; it may be too late once the official data is released.