Before looking at the U.S. stock market, check these signals first
GOOGL has been getting a lot of attention these past two days—let’s talk about the relevant market action.
Lately, the rhythm on this U.S. market line has been rather tight; let’s go through it one by one.
Employment and inflation are both pulling in different directions—policy path matters more than the dot plot. The market is essentially trading time for space.
On regulation: the stance on crypto is still strict. Even if risk appetite in the U.S. stocks improves, it doesn’t mean the compliance narrative for crypto is warming up at the same time.
Transmission to the crypto space: BTC 85616 (+5.71%). With PCE moving lower, rate-cut expectations heat up, the U.S. dollar weakens, and that’s bullish for BTC.
You might consider reducing exposure in batches and keeping your risk exposure within 1.5 times your account equity.
Do you think this time it can pass?
#美股 #政策 #BTC
For personal observation only and does not constitute investment advice.
GOOGL has been getting a lot of attention these past two days—let’s talk about the relevant market action.
Lately, the rhythm on this U.S. market line has been rather tight; let’s go through it one by one.
Employment and inflation are both pulling in different directions—policy path matters more than the dot plot. The market is essentially trading time for space.
On regulation: the stance on crypto is still strict. Even if risk appetite in the U.S. stocks improves, it doesn’t mean the compliance narrative for crypto is warming up at the same time.
Transmission to the crypto space: BTC 85616 (+5.71%). With PCE moving lower, rate-cut expectations heat up, the U.S. dollar weakens, and that’s bullish for BTC.
You might consider reducing exposure in batches and keeping your risk exposure within 1.5 times your account equity.
Do you think this time it can pass?
#美股 #政策 #BTC
For personal observation only and does not constitute investment advice.