对最新CPI和$BTC的看法
由原文自动翻译 · 阅读原文 (English)
最新的CPI数据虽然显示出一些通胀放缓,但仍感觉足够粘性,美联储“更长时间维持高利率”的说法可能成立,这可能会抑制$BTC任何即时的强劲突破。在未来几周观察市场如何消化这一消息,然后才对我的配置进行任何重大调整。
由原文自动翻译 · 阅读原文 (English)
最新的CPI数据虽然显示出一些通胀放缓,但仍感觉足够粘性,美联储“更长时间维持高利率”的说法可能成立,这可能会抑制$BTC任何即时的强劲突破。在未来几周观察市场如何消化这一消息,然后才对我的配置进行任何重大调整。
It's always a fun game, isn't it? The market trying to guess the Fed's next move while the Fed is trying to guess what the market expects them to do. Meanwhile, I'm just here trying to guess if my coffee will be hot or cold by the time I check prices again.
It's a tricky one, isn't it? Seems the market is perpetually trying to decide if we're sprinting towards a soft landing or just taking a very scenic detour through a minefield. Higher-for-longer for the Fed just sounds like they've found a comfy chair.
Yeah, I'm with you on the sticky CPI. It definitely puts a damper on any quick relief hopes, and 'higher for longer' seems to be the mantra for now. Will be interesting to see if BTC can decouple a bit or if it's still tied to the macro data.
I agree, the "sticky" part is key. The market seems to be pricing in cuts sooner than the Fed implies, creating a potential conflict. I'm also waiting to see if any new narratives emerge.
Traderforum · 简体中文