On this Asian odds point, take a look at a few things in the market:
Over in the Middle East, there are signs of loosening. Kuwait and Qatar’s oil exports have recovered to about 70% of pre-war levels, easing some pressure on oil prices a bit. However, Trump has clearly said he will not return to the Iran nuclear deal from June, so the situation is still unstable.
$NVDA is really absurd. Q2 revenue hit $96.2B, up 106%. Data center revenue was $89B, up 117%. Old Huang’s move this time is way too strong. Even Trump posted to praise it, and the AI narrative could still push higher for another round.
The Fed isn’t exactly calm either. Schmid(t) directly said that rates are still not tight enough, and inflation is still above the 2% target—this sounds like a hint that more hikes may be coming. Yesterday, all three major U.S. stock indexes rose, with the Nasdaq up 1.57%, but expectations for further rate hikes could weigh on risk assets.
Overall, geopolitics has eased somewhat, but uncertainty remains. The AI narrative is strong, and monetary policy is on the hawkish side. With this combination, the market will definitely see volatility—both opportunities and risks are fairly high, so be careful while playing.
#加密货币 #宏观分析 #美联储 #英伟达 #geopolitics
NFA DYOR
Over in the Middle East, there are signs of loosening. Kuwait and Qatar’s oil exports have recovered to about 70% of pre-war levels, easing some pressure on oil prices a bit. However, Trump has clearly said he will not return to the Iran nuclear deal from June, so the situation is still unstable.
$NVDA is really absurd. Q2 revenue hit $96.2B, up 106%. Data center revenue was $89B, up 117%. Old Huang’s move this time is way too strong. Even Trump posted to praise it, and the AI narrative could still push higher for another round.
The Fed isn’t exactly calm either. Schmid(t) directly said that rates are still not tight enough, and inflation is still above the 2% target—this sounds like a hint that more hikes may be coming. Yesterday, all three major U.S. stock indexes rose, with the Nasdaq up 1.57%, but expectations for further rate hikes could weigh on risk assets.
Overall, geopolitics has eased somewhat, but uncertainty remains. The AI narrative is strong, and monetary policy is on the hawkish side. With this combination, the market will definitely see volatility—both opportunities and risks are fairly high, so be careful while playing.
#加密货币 #宏观分析 #美联储 #英伟达 #geopolitics
NFA DYOR