The general direction of U.S. stocks in the past two months is definitely falling, the price of U.S. bonds is rising, and the relative interest rate of U.S. bonds is declining, indicating that the first step of the Trump team's false recession has been successful for more than half, and the market has begun to avoid risk. And this week happens to be a week of intensive release of inflation data, and it is time to see if the inflation data is in line with interest rate cut expectations. Personally, I think all the data is in favor of a rate cut, or a move in the direction of a rate cut. This Friday, if the two houses fail to pass the budget bill, the U.S. government may shut down.