ChainCatcher news, Pepperstone analyst Michael Brown stated that a Trump victory could shift market focus to re-inflation, anticipated tax cuts, and potential tariff issues. The initial market reaction may include a stronger dollar and a decline in government bonds. Expectations for reduced regulatory burdens could boost the stock market, particularly in energy and defense sectors.He noted that a Harris victory might lead to a weaker dollar, as hedging operations related to Trump are unwound, allowing the trade-sensitive foreign exchange market to "breathe a sigh of relief." Expectations for more expansionary fiscal policies could put pressure on government bonds, while concerns over stricter regulations might weigh on the stock market. However, any decline could be quickly bought on dips, with clean energy and tech stocks potentially performing better. This largely depends on the composition of Congress. For those wondering whether this election will change the long-term macro or market outlook, Brown's answer is "absolutely not." (Jin Shi)

ChainCatcher news, BitMEX co-founder Arthur Hayes published an article today reviewing his 8 market predictions made since November 2023 in conjunction with the macro market, with the final result being "2 correct" and "6 incorrect."Arthur added that although his accuracy rate is only 25%, he is still making money. Arthur stated that writing these macro analysis articles is an attempt to predict how the government will respond to market conditions with policy actions—once the bulls agree that the situation is quite bad, they will press the "print money" button. As long as his portfolio can rise due to the continuous issuance of fiat currency, it doesn't matter if he predicts every event incorrectly, because the government will ultimately make the expected policy response.