The rise from the excellent CPI lasted for 10 days, and Biden’s quit from the next presidential election continues the bull trend. The pricing for CPI has ended. The market has once again entered a macro cooling period. We don’t think PCE on Friday will change anything. The next important macro event will be the FOMC release at the end of the July. Although it is...
The rise from the excellent CPI lasted for 10 days, and Biden’s quit from the next presidential election continues the bull trend. The pricing for CPI has ended. The market has once again entered a macro cooling period. We don’t think PCE on Friday will change anything. The next important macro event will be the FOMC release at the end of the July. Although it is...
The CPI of June dropped significantly and performed better than expected. Coupled with Powell's dovish speeches on monetary policy in the House of Representatives and the Senate, the market has rekindled hopes of an interest rate cut. Judging from data available in the interest rate swap market, traders have begun pricing in the possibility of two interest rate...
The CPI of June dropped significantly and performed better than expected. Coupled with Powell's dovish speeches on monetary policy in the House of Representatives and the Senate, the market has rekindled hopes of an interest rate cut. Judging from data available in the interest rate swap market, traders have begun pricing in the possibility of two interest rate...
The PCE of May was better than the previous value, and the power of shorts has slowed down. This Friday will usher in important NFP. This will restart the medium-term trend. Many financial markets pulled back after rise in NFP in last month. Although we all know that the increase in NFP is likely to come from political needs and the increase in illegal...
The PCE of May was better than the previous value, and the power of shorts has slowed down. This Friday will usher in important NFP. This will restart the medium-term trend. Many financial markets pulled back after rise in NFP in last month. Although we all know that the increase in NFP is likely to come from political needs and the increase in illegal...
The market fell further as we expected last week. During the economic data window, the market began to price in only one interest rate cut this year. This is not just for crypto market, but for all financial markets. This is likely to last until early July, before bulls come back and bring enthusiasm again. During this period, the PCE released this Friday will...
The market fell further as we expected last week. During the economic data window, the market began to price in only one interest rate cut this year. This is not just for crypto market, but for all financial markets. This is likely to last until early July, before bulls come back and bring enthusiasm again. During this period, the PCE released this Friday will...
After the CPI data released by the Labor Department last week showed that inflationary pressures further eased in May, BTC and US stocks rebounded significantly, covering the decline caused by the previous employment data. However, in the subsequent FOMC, the dot plot showed that the median number of interest rate cuts this year was one, which was lower than the...
After the CPI data released by the Labor Department last week showed that inflationary pressures further eased in May, BTC and US stocks rebounded significantly, covering the decline caused by the previous employment data. However, in the subsequent FOMC, the dot plot showed that the median number of interest rate cuts this year was one, which was lower than the...
Employment data was released last Friday. Although the unemployment rate rose to 4%, the number of NFP exceeded expectations, reaching 272,000. The data performed average, but due to market expectations were too high, there was a correction after the data was released. Not only in crypto, gold has also seen a obvious correction. The market currently predicts that...
Employment data was released last Friday. Although the unemployment rate rose to 4%, the number of NFP exceeded expectations, reaching 272,000. The data performed average, but due to market expectations were too high, there was a correction after the data was released. Not only in crypto, gold has also seen a obvious correction. The market currently predicts that...
In this post I would like to recap my ideas published here last week and report on how they worked out. On the chart I marked with a yellow line the bar on which the idea was published, and above I added a small note about the status of the idea. 1. CARG - the stock broke the base, mentioned levels were valid. 2. HQY - the idea is still valid, with a key level...
The volatility brought about by the approval of the ETH ETF gradually narrows. U.S. employment data, CPI for May and FOMC will be released in the next two weeks. This will affect market expectations for monetary policy. Starting from April's data, both employment and CPI began to cool down. Although the Federal Reserve said that an interest rate cut is far away,...
The volatility brought about by the approval of the ETH ETF gradually narrows. U.S. employment data, CPI for May and FOMC will be released in the next two weeks. This will affect market expectations for monetary policy. Starting from April's data, both employment and CPI began to cool down. Although the Federal Reserve said that an interest rate cut is far away,...
Last week, the SEC unexpectedly approved the ETH ETF. Although it is still some time before the launch of the ETH ETF, the cryptocurrency market has entered a carnival. ETH started pumping, narrowing the gap with BTC in terms of gains. We believe that although the ETH ETF has been approved, the pledge utility of ETH will still make the SEC cautious about ETH. On...
Last week, the SEC unexpectedly approved the ETH ETF. Although it is still some time before the listing of the ETH ETF, the crypto market has entered a carnival. ETH started pumping, narrowing the gap with BTC in terms of gains in 2024. We believe that although the ETH ETF has been approved, the staking utility of ETH will still make the SEC cautious about...
A quick breakdown of a recently called trade.. Follow, like, comment. Thank you for your support