The sector rotation index is more worth remembering than its rises and falls
U.S. stocks: momentum is coming back again—let’s follow the thread and talk a bit more.
There’s been no shortage of things in the U.S. stock market this week. Let’s go over a few of them in time order.
Regulatory messaging is still tight on crypto; rising risk appetite in U.S. stocks doesn’t mean the compliance narrative is warming up at the same time.
With the Ministry of Finance increasing the cadence of Treasury supply, yields on the long end can easily push up first and weigh on risk assets.
How it feeds through to the crypto market: BTC 84238 (-2.36%). If PCE is lower, rate-cut expectations heat up; that weakens the U.S. dollar—typically a positive for BTC.
My advice: mainly observe. Don’t chase rallies and don’t panic-sell.
Do you think this time it can pass?
#美股 #政策 #BTC
Just personal observations and not investment advice.
U.S. stocks: momentum is coming back again—let’s follow the thread and talk a bit more.
There’s been no shortage of things in the U.S. stock market this week. Let’s go over a few of them in time order.
Regulatory messaging is still tight on crypto; rising risk appetite in U.S. stocks doesn’t mean the compliance narrative is warming up at the same time.
With the Ministry of Finance increasing the cadence of Treasury supply, yields on the long end can easily push up first and weigh on risk assets.
How it feeds through to the crypto market: BTC 84238 (-2.36%). If PCE is lower, rate-cut expectations heat up; that weakens the U.S. dollar—typically a positive for BTC.
My advice: mainly observe. Don’t chase rallies and don’t panic-sell.
Do you think this time it can pass?
#美股 #政策 #BTC
Just personal observations and not investment advice.