Your analysis is solid, but lacking any mentions of how the USD or rate change affected or will affect the Chinese economy and its mainland companies. China being the #2 economic force in the world needs to be accounted for. You cannot just mention the economies in the US, Europe, and Japan, and ignore China. Maybe you're trying to please a particular audience, but that is short sighted and makes your analysis subpar and not comprehensive.
鮑威爾一早就話higher for longer,只系市場都一廂情願覺得美聯署好快降息,而呢個覺得已經覺咗好耐,事實系一直都唔降。美聯署根本冇空間降息,對內通脹根本壓不下來,對外想加息擠爆最強大嘅對手,但對手實在係好強大,所以要小心美聯署冷不防突然降息,等對手以為已經轉向,誘敵深入,然後再反手瘋狂加息,出埋呢招最強絕招。
In the realm of grace where beauty dwells, Beyond the reach of words and tells, There lies a visage fair and bright, A blend of shadow and of light. Eyes like stars in twilight's embrace, Glimmer with stories, time and space, Lips, a whisper of the rose's bloom, Carry the silence, dispel the gloom. Skin like the softest touch of silk, White as the milk of morning's ilk, Cheeks, a canvas for the sun's kiss, Hold the warmth of a serene bliss. Beauty, a mosaic of the heart, Where every feature plays a part, In the portrait of ethereal grace, That time nor tide can e'er efface. (Hope you like it)