Earnings report window—first look at guidance, then the profit
GOOGL’s hype is back up again. Let’s talk along those lines for a bit.
There’s a lot happening in the US stock market this week—let’s go through a few items in chronological order.
A few suppliers in the NVDA supply chain have been a bit active lately, as capital is positioning ahead for next week’s earnings season.
For the FOMC, the market currently assigns a relatively high probability (25bp). The key points to watch are the dot plot and the hints for September.
How does this connect to the crypto world: weak NFP → rising recession expectations → US Treasury yields fall → BTC liquidity improves.
Market snapshot for comparison: BTC 75489 (-3.11%), DXY correlation slightly stronger
Right now, it’s suitable to reduce exposure over the weekend and come back once Monday’s session clarifies the direction.
Which event are you most focused on over the coming week?
#宏观 #BTC #FOMC
For personal observations only and does not constitute investment advice.
GOOGL’s hype is back up again. Let’s talk along those lines for a bit.
There’s a lot happening in the US stock market this week—let’s go through a few items in chronological order.
A few suppliers in the NVDA supply chain have been a bit active lately, as capital is positioning ahead for next week’s earnings season.
For the FOMC, the market currently assigns a relatively high probability (25bp). The key points to watch are the dot plot and the hints for September.
How does this connect to the crypto world: weak NFP → rising recession expectations → US Treasury yields fall → BTC liquidity improves.
Market snapshot for comparison: BTC 75489 (-3.11%), DXY correlation slightly stronger
Right now, it’s suitable to reduce exposure over the weekend and come back once Monday’s session clarifies the direction.
Which event are you most focused on over the coming week?
#宏观 #BTC #FOMC
For personal observations only and does not constitute investment advice.