What are the large-cap stocks waiting for—let’s talk it through
US stocks set the pace; today we’ll focus on the correlation.
There’s no shortage of developments in the US this week. Let’s go through a few in chronological order.
The Fed is currently saying it’s data-dependent, while the market is listening to whether the next meeting might bring a rate cut forward.
The fiscal deficit is a slow-moving factor, but once subscription auctions turn weaker, the US dollar and US Treasuries will send signals first.
Transmission to the crypto market: BTC 86580 (+6.64%). A dovish tilt from the FOMC → increased odds of a September rate cut → broad risk assets benefit across the board, and BTC is prone to gap higher.
Right now, it may be suitable to trim positions over the weekend and come back once Monday’s open clarifies the direction.
Is your current position more defensive or more aggressive?
#美股 #政策 #BTC
Just my personal observations, not investment advice.
US stocks set the pace; today we’ll focus on the correlation.
There’s no shortage of developments in the US this week. Let’s go through a few in chronological order.
The Fed is currently saying it’s data-dependent, while the market is listening to whether the next meeting might bring a rate cut forward.
The fiscal deficit is a slow-moving factor, but once subscription auctions turn weaker, the US dollar and US Treasuries will send signals first.
Transmission to the crypto market: BTC 86580 (+6.64%). A dovish tilt from the FOMC → increased odds of a September rate cut → broad risk assets benefit across the board, and BTC is prone to gap higher.
Right now, it may be suitable to trim positions over the weekend and come back once Monday’s open clarifies the direction.
Is your current position more defensive or more aggressive?
#美股 #政策 #BTC
Just my personal observations, not investment advice.