#比特币突破77000美元
After the Fed’s rate hike is implemented, gold and U.S. Treasuries rebound against the trend! A Bank of Japan decision may stir up global assets
After the Fed’s rate hike was implemented, the market turned into a reversal. The U.S. dollar pulled back from a seven-week high, the 10-year U.S. Treasury yield fell back to 4.95%, and Treasury prices rebounded; spot gold surged 1.1% to regain the 4,300 level. U.S. equities also warmed up, entering a short-term observation window for this rebound. On one hand, falling oil prices ease market concerns that inflation will deteriorate further. On the other hand, funds that had built large short positions in gold are concentratedly closing out, which fuels the rebound. But whether this rise can continue hinges on the Bank of Japan’s decision.#Paradigm披露持有ZEC $APM
A large number of institutions borrow low-cost yen to execute arbitrage, buying U.S. Treasuries, gold, and other dollar-denominated assets. If Japan signals tighter policy beyond expectations, the yen could appreciate rapidly; carry-trade funds would then face huge foreign-exchange losses, forcing institutions to sell U.S. Treasuries and gold to raise cash to repay their yen loans$AVA
Two opposing forces are at play here: a stronger yen would weigh down the dollar, which is beneficial for gold prices; but the carry-trade position unwind—driven by concentrated closing—would also bring selling pressure. The two forces will compete at the same time, determining the direction of the market
Join Musk’s dog
Next, focus on two signals: after the Bank of Japan’s decision, if the yen strengthens and U.S. Treasuries and gold still hold steady, it suggests the market has sufficient absorption capacity; otherwise, if they fall in tandem, #XRP涨3%瑞波接入Stripe与Tempo机器支付协议 #美国初请失业金人数降至19.6万 it is highly likely that carry-trade funds are retreating in a concentrated manner.
After the Fed’s rate hike is implemented, gold and U.S. Treasuries rebound against the trend! A Bank of Japan decision may stir up global assets
After the Fed’s rate hike was implemented, the market turned into a reversal. The U.S. dollar pulled back from a seven-week high, the 10-year U.S. Treasury yield fell back to 4.95%, and Treasury prices rebounded; spot gold surged 1.1% to regain the 4,300 level. U.S. equities also warmed up, entering a short-term observation window for this rebound. On one hand, falling oil prices ease market concerns that inflation will deteriorate further. On the other hand, funds that had built large short positions in gold are concentratedly closing out, which fuels the rebound. But whether this rise can continue hinges on the Bank of Japan’s decision.#Paradigm披露持有ZEC $APM
A large number of institutions borrow low-cost yen to execute arbitrage, buying U.S. Treasuries, gold, and other dollar-denominated assets. If Japan signals tighter policy beyond expectations, the yen could appreciate rapidly; carry-trade funds would then face huge foreign-exchange losses, forcing institutions to sell U.S. Treasuries and gold to raise cash to repay their yen loans$AVA
Two opposing forces are at play here: a stronger yen would weigh down the dollar, which is beneficial for gold prices; but the carry-trade position unwind—driven by concentrated closing—would also bring selling pressure. The two forces will compete at the same time, determining the direction of the market
Join Musk’s dog
Next, focus on two signals: after the Bank of Japan’s decision, if the yen strengthens and U.S. Treasuries and gold still hold steady, it suggests the market has sufficient absorption capacity; otherwise, if they fall in tandem, #XRP涨3%瑞波接入Stripe与Tempo机器支付协议 #美国初请失业金人数降至19.6万 it is highly likely that carry-trade funds are retreating in a concentrated manner.
