Hello, this is Vector. The time is 10:57 PM on the 9th. I've been saying this repeatedly: the U.S. is not in a recession; that's just manufacturing. The manufacturing index cannot be good for the U.S. Unless a massive war breaks out abroad, especially one that involves Lockheed Martin producing and selling military supplies, manufacturing in the U.S. cannot be good. However, the service sector is bound to do well. As I continue to emphasize, what I've said is indeed coming true. So, regarding bonds, I have positioned myself short on bonds, and why am I not regretting it? I absolutely do not regret it. Bond rates are going to rise, no doubt about it. Within a month, the 10-year yield will definitely hit 4.0%. Currently, the bond yield for the 10-year is around 3.7%. This reflects a recession, which is a misunderstanding in the bond market.

There is now one minute left until the indicators are released. Currently, ADP is expected to be around 140k to 150k according to Goldman Sachs, but it seems to be skewed. The rest of the predictions align perfectly with Goldman Sachs' view. I told you not to worry about the stocks. So, with one minute left, let's keep an eye on the rest, and then I'll turn off the broadcast and go to sleep. By the way, the data shows that bonds are heavily influenced by ISM. Stocks, on the other hand, are more affected by PMI. It’s now 59 minutes past the hour, and we have one minute left. After this data is released, we can see how bond rates change. Right now, it's at 3.72, 3.73. It’s accurate; it’s going to rise right after. The bond market is expected to surge to 4.0. Naturally, the NFP data is also out tomorrow. The important thing is that the risk on the left side differs greatly from the risk on the right side, but that will be clearer tomorrow.

Let's see, everything is hitting the mark. What a mess with the economy on Wall Street! I usually don't use this term, but if it weren't for that, I would have predicted everything correctly. I know the stock buyback map, so the stock market is going up today. It's going to go up tomorrow too; there's no doubt about it. I think unless tomorrow's NFP comes out negative, it will likely rise. Why? Because stock buybacks are happening every day. This is real skill; I won't be wrong again.

이번에도 9월 경기침체 발언시 아니다라고 주장했고 9월 5일 정확히 증명이 되었습니다. 적중하죠..채권금리고 볼 것 없이 상승합니다.

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