“Musk PP Dog Community” continues to build and spread the message, planning ahead and waiting for the market!
Recently, the market has entered a relatively crucial observation period, and the following macro data could directly affect the pace of risk assets.
First is the Strait of Hormuz. If shipping arrangements between Iran and Oman can be further implemented, the risk to oil supply may have a chance to decline, and the geopolitical premium embedded in oil prices could gradually ease. If oil prices cool off, it would be a fairly positive signal for global inflation pressure, and it could also reduce the market’s concerns about the Federal Reserve maintaining high interest rates.
Second are the Federal Reserve meeting minutes. What the market cares about now is not simply whether there will be a rate cut, but rather how many officials inside the Fed remain hawkish. If subsequent data continues to show that employment and consumption are cooling, market expectations for a future shift toward more accommodative policy could regain momentum. If the U.S. dollar and Treasury yields fall in tandem, it typically creates a better liquidity environment for both stocks and crypto assets.
Also worth watching is the U.S. PMI. If the PMI keeps weakening, it suggests that the economy is cooling. While in the short term this may indicate increasing economic pressure, from a market perspective it could also raise expectations for future easing policies. Conversely, if economic data remains very strong, the Fed would not face much pressure to cut rates, and risk assets may continue to encounter valuation pressure.
So what we’re really watching next is a combination of factors: whether geopolitical risks can ease, whether oil prices can fall back, whether the U.S. economy can achieve a soft landing, and whether expectations for Fed policy will change.
It’s normal for markets to rise and fall. But what truly matters is the long-term trend.
The Musk PP Dog Community is still continuously building and preaching. It doesn’t chase short-term sentiment, and it won’t stop moving forward just because the market has a wave of pullbacks. The market looks at the macro picture, while the community focuses on building—consensus takes time to take root.
In the short term, watch the data; in the mid term, watch liquidity; in the long term, it’s still about whether the community can keep坚持. 🐶
$BASED $US $CHIP
#based #社区共识 #COW
Recently, the market has entered a relatively crucial observation period, and the following macro data could directly affect the pace of risk assets.
First is the Strait of Hormuz. If shipping arrangements between Iran and Oman can be further implemented, the risk to oil supply may have a chance to decline, and the geopolitical premium embedded in oil prices could gradually ease. If oil prices cool off, it would be a fairly positive signal for global inflation pressure, and it could also reduce the market’s concerns about the Federal Reserve maintaining high interest rates.
Second are the Federal Reserve meeting minutes. What the market cares about now is not simply whether there will be a rate cut, but rather how many officials inside the Fed remain hawkish. If subsequent data continues to show that employment and consumption are cooling, market expectations for a future shift toward more accommodative policy could regain momentum. If the U.S. dollar and Treasury yields fall in tandem, it typically creates a better liquidity environment for both stocks and crypto assets.
Also worth watching is the U.S. PMI. If the PMI keeps weakening, it suggests that the economy is cooling. While in the short term this may indicate increasing economic pressure, from a market perspective it could also raise expectations for future easing policies. Conversely, if economic data remains very strong, the Fed would not face much pressure to cut rates, and risk assets may continue to encounter valuation pressure.
So what we’re really watching next is a combination of factors: whether geopolitical risks can ease, whether oil prices can fall back, whether the U.S. economy can achieve a soft landing, and whether expectations for Fed policy will change.
It’s normal for markets to rise and fall. But what truly matters is the long-term trend.
The Musk PP Dog Community is still continuously building and preaching. It doesn’t chase short-term sentiment, and it won’t stop moving forward just because the market has a wave of pullbacks. The market looks at the macro picture, while the community focuses on building—consensus takes time to take root.
In the short term, watch the data; in the mid term, watch liquidity; in the long term, it’s still about whether the community can keep坚持. 🐶
$BASED $US $CHIP
#based #社区共识 #COW