---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/41548012.md"
description: "US stocks have finally started a decent pullback, with the storage and semiconductor sectors seeing larger declines. If US stocks never fell, it would actually feel a bit dangerous. This time, using the hype around interest rate hikes to clear out sectors that were severely overcrowded with leveraged long positions is quite good.I still believe there's a high probability that in the second half of the year, after the Iran situation concludes, we'll return to the track of interest rate cuts 😆. Large capital doesn't flee that quickly; we'll need to watch the specific movements for another week or two."
datetime: "2026-06-05T17:21:54.000Z"
locales:
  - [en](https://longbridge.com/en/topics/41548012.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/41548012.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/41548012.md)
author: "[浩浩荡荡地](https://longbridge.com/en/profiles/19784218.md)"
---

# US stocks have finally started a decent pullback, …