宏观数据
7,553 views
9 Discussing
Hot
Latest
See original
Follow this week:
In addition to the intensive speeches of the Fed's veterans, there are also some economic data that need attention. The ADP small non-agricultural data can be ignored. Tonight's job vacancies are worth paying attention to, and then there is Wednesday's "service industry" PMI. and "Manufacturing" PMI, the highlight is Friday's "Unemployment Rate" and "Non-Farm Employment". From the current point of view, if the previous value is not revised, the probability of non-agricultural benefit is greater, while the unemployment rate is even higher. Pay attention, because the importance of the unemployment rate indicator has been mentioned several times. If the unemployment rate can be higher than expected and parallel to the previous value of 3.9, coupled with the current non-agricultural data, (provided that the pre-non-agricultural value is not revised) personally There is a high probability that it is a two-way positive, although this rarely happens.
It has entered the halving month + the pre-halving period, which is this week. There are more economic data and Fed officials speaking. I personally suggest that Heyue can stop for a while, although I really like to play out the contract.
The above content is not intended as investment advice, but is for reference only. Thank you for reading! #BTC🔥🔥🔥🔥 #宏观经济 #宏观数据
In addition to the intensive speeches of the Fed's veterans, there are also some economic data that need attention. The ADP small non-agricultural data can be ignored. Tonight's job vacancies are worth paying attention to, and then there is Wednesday's "service industry" PMI. and "Manufacturing" PMI, the highlight is Friday's "Unemployment Rate" and "Non-Farm Employment". From the current point of view, if the previous value is not revised, the probability of non-agricultural benefit is greater, while the unemployment rate is even higher. Pay attention, because the importance of the unemployment rate indicator has been mentioned several times. If the unemployment rate can be higher than expected and parallel to the previous value of 3.9, coupled with the current non-agricultural data, (provided that the pre-non-agricultural value is not revised) personally There is a high probability that it is a two-way positive, although this rarely happens.
It has entered the halving month + the pre-halving period, which is this week. There are more economic data and Fed officials speaking. I personally suggest that Heyue can stop for a while, although I really like to play out the contract.
The above content is not intended as investment advice, but is for reference only. Thank you for reading! #BTC🔥🔥🔥🔥 #宏观经济 #宏观数据
See original
This week's macro rhythm:
Monday:
Event: G20 finance ministers and central bank governors hold a meeting.
Tuesday:
Financial reports: Tesla, Google's parent company Alphabet.
Wednesday:
Data: Eurozone July manufacturing PMI preliminary value;
Event: Bank of Canada announces interest rate decision and monetary policy report.
Thursday:
Data:
U.S. initial claims for the week; U.S. second quarter real GDP annualized quarterly rate preliminary value;
U.S. second quarter real personal consumption expenditure quarterly rate preliminary value;
U.S. second quarter core PCE price index annualized quarterly rate preliminary value;
Event:
2024 Sugar Orange Conference will be held from July 25 to July 27
Friday:
Data:
U.S. June core PCE price index annual rate;
U.S. June core PCE price index monthly rate;
U.S. July University of Michigan consumer confidence index final value;
U.S. July one-year inflation rate expected final value.
Event:
The 2024 Paris Olympics will be held in Paris, France, and will end on August 11.
#宏观数据 #比特币大会 #山寨季何时到来？
Monday:
Event: G20 finance ministers and central bank governors hold a meeting.
Tuesday:
Financial reports: Tesla, Google's parent company Alphabet.
Wednesday:
Data: Eurozone July manufacturing PMI preliminary value;
Event: Bank of Canada announces interest rate decision and monetary policy report.
Thursday:
Data:
U.S. initial claims for the week; U.S. second quarter real GDP annualized quarterly rate preliminary value;
U.S. second quarter real personal consumption expenditure quarterly rate preliminary value;
U.S. second quarter core PCE price index annualized quarterly rate preliminary value;
Event:
2024 Sugar Orange Conference will be held from July 25 to July 27
Friday:
Data:
U.S. June core PCE price index annual rate;
U.S. June core PCE price index monthly rate;
U.S. July University of Michigan consumer confidence index final value;
U.S. July one-year inflation rate expected final value.
Event:
The 2024 Paris Olympics will be held in Paris, France, and will end on August 11.
#宏观数据 #比特币大会 #山寨季何时到来？
See original
#宏观数据
#Meme币你看好哪一个？ (Today's Topic)
The S&P and Nasdaq rose by more than 1%, rebounding for several days. The S&P wiped out last week's losses. The Nasdaq rose by more than 1% in both days, and the Dow rose for four consecutive days to a two-week high. Nvidia rose by nearly 4%, leading the "Seven Sisters" of technology at the close of two days. Tesla stopped its seven-day decline and rose by 11% after the post-market earnings report. AI concept stocks rose sharply, and SoundHound rose by 10%. The pan-European stock index rose by more than 1%, the largest increase in three months, British stocks hit a record high, and technology stocks SAP rose by more than 5% after the earnings report.
The US PMI data was poor, the US Treasury yield hit a daily low, and the two-year yield broke away from a five-month high. The US dollar index hit a new low in more than a week, and the yen, which hit a new low since 1990, quickly turned positive.
Crude oil reversed in a V-shape, rebounding nearly 3% from a low during the session. Gold futures were close to erasing a nearly 2% decline, and silver futures, which fell nearly 2% during the session, turned positive. London tin fell more than 7%, and London copper continued to fall from a two-year high. Bitcoin once rebounded by more than $1,000 and re-crossed the $67,000 mark.
In the Chinese market, during the U.S. stock market, the Chinese concept stock index rose nearly 2%, outperforming the market for two days, Xiaopeng Motors rose nearly 3%, and Ideal Auto rose nearly 3% at the beginning of the session before turning down; the offshore RMB fell more than 100 points during the session and fell below 7.26. The three major A-share indices closed with mixed gains and losses, cyclical stocks such as gold and coal fell sharply, Hong Kong stocks rose sharply, and 30-year treasury bond futures hit a new high.
$BTC $ETH
#Meme币你看好哪一个？ (Today's Topic)
The S&P and Nasdaq rose by more than 1%, rebounding for several days. The S&P wiped out last week's losses. The Nasdaq rose by more than 1% in both days, and the Dow rose for four consecutive days to a two-week high. Nvidia rose by nearly 4%, leading the "Seven Sisters" of technology at the close of two days. Tesla stopped its seven-day decline and rose by 11% after the post-market earnings report. AI concept stocks rose sharply, and SoundHound rose by 10%. The pan-European stock index rose by more than 1%, the largest increase in three months, British stocks hit a record high, and technology stocks SAP rose by more than 5% after the earnings report.
The US PMI data was poor, the US Treasury yield hit a daily low, and the two-year yield broke away from a five-month high. The US dollar index hit a new low in more than a week, and the yen, which hit a new low since 1990, quickly turned positive.
Crude oil reversed in a V-shape, rebounding nearly 3% from a low during the session. Gold futures were close to erasing a nearly 2% decline, and silver futures, which fell nearly 2% during the session, turned positive. London tin fell more than 7%, and London copper continued to fall from a two-year high. Bitcoin once rebounded by more than $1,000 and re-crossed the $67,000 mark.
In the Chinese market, during the U.S. stock market, the Chinese concept stock index rose nearly 2%, outperforming the market for two days, Xiaopeng Motors rose nearly 3%, and Ideal Auto rose nearly 3% at the beginning of the session before turning down; the offshore RMB fell more than 100 points during the session and fell below 7.26. The three major A-share indices closed with mixed gains and losses, cyclical stocks such as gold and coal fell sharply, Hong Kong stocks rose sharply, and 30-year treasury bond futures hit a new high.
$BTC $ETH
See original
June 24-June 28 Macroeconomic Events Outlook Roadmap! Recommended Reading: 5 Stars
June 24-June 28 Macroeconomic Events Outlook Roadmap! Recommended Reading: ★★★★★
Next week we will have the last important data in May - PCE inflation data.
This month's dot plot and Powell's speech said that the expectation for rate cuts in 2024 has been reduced to one, but the market believes that the Fed's views are too biased. The market is still optimistic that there will be two rate cuts, so this month's PCE data will further verify this view.
↓
June 24:
22:30 U.S. Dallas Fed Business Activity Index for June, previous value -19.4, expected -15,
Next week we will have the last important data in May - PCE inflation data.
This month's dot plot and Powell's speech said that the expectation for rate cuts in 2024 has been reduced to one, but the market believes that the Fed's views are too biased. The market is still optimistic that there will be two rate cuts, so this month's PCE data will further verify this view.
↓
June 24:
22:30 U.S. Dallas Fed Business Activity Index for June, previous value -19.4, expected -15,
See original
Weekly Outlook: Non-farm payrolls and two central bank interest rate decisions are coming
Expectations of a Fed rate cut remain stable for the time being, but will non-farm payrolls add fuel to the fire?
This week’s focus
The economic data that need special attention have been marked with yellow bars.
The S&P Global Manufacturing PMI and ISM Manufacturing PMI will be released at 21:45 and 22:00 on Monday evening, June 3 respectively. If the released value is higher than the expected value, it will be bearish in the short term. If the released value is higher than the expected value and the previous value, it will be bearish in the medium term.
Job vacancies will be announced at 22:00 on Tuesday evening, June 4th. The job vacancies data reflects employment and has a slight correlation with Friday’s non-farm payrolls. Now that we are approaching the interest rate cut threshold, employment data has become extremely important, so the job vacancies data needs special attention!
This week’s focus
The economic data that need special attention have been marked with yellow bars.
The S&P Global Manufacturing PMI and ISM Manufacturing PMI will be released at 21:45 and 22:00 on Monday evening, June 3 respectively. If the released value is higher than the expected value, it will be bearish in the short term. If the released value is higher than the expected value and the previous value, it will be bearish in the medium term.
Job vacancies will be announced at 22:00 on Tuesday evening, June 4th. The job vacancies data reflects employment and has a slight correlation with Friday’s non-farm payrolls. Now that we are approaching the interest rate cut threshold, employment data has become extremely important, so the job vacancies data needs special attention!
See original
📈 Macroeconomic and ETH Market Analysis 🧠💥
1️⃣ Macroeconomic Overview:
Yesterday's PMI data was mixed, but the Nasdaq rose strongly, boosting the crypto market! 📊 US retail sales data will be released tonight, expected to be bearish, so we need to pay attention to the actual data's impact! 💸 The ChatGPT update brings potential opportunities in the AI sector, worth noting! 🤖 MicroStrategy may be included in the S&P 500 by June 2025, which is expected to attract more capital inflow, benefiting the market! 🚀 The Fear and Greed Index has soared to 79, with market sentiment running high, but risk awareness should not be ignored! ⚠️
2️⃣ ETH Technical Analysis:
The ETH daily chart shows a long upper shadow at the previous high, indicating a need to be cautious of short-term peak retracement risks. 📉 However, during the bullish rebound, it is still possible to consider low long positions in the short term! 🔑 Short-term strategy: Refer to the EMA moving average and KD oversold resonance buy points! 📈
Trading Strategy:
Long entry point: 3950-3900 range, average price 3925, stop loss 3840, targets: 4025—4125—4200 (short-term + contracts).
#ETH🔥🔥🔥🔥 #技术分析参考 #宏观数据 #比特币冲向11万？ #交易策略
1️⃣ Macroeconomic Overview:
Yesterday's PMI data was mixed, but the Nasdaq rose strongly, boosting the crypto market! 📊 US retail sales data will be released tonight, expected to be bearish, so we need to pay attention to the actual data's impact! 💸 The ChatGPT update brings potential opportunities in the AI sector, worth noting! 🤖 MicroStrategy may be included in the S&P 500 by June 2025, which is expected to attract more capital inflow, benefiting the market! 🚀 The Fear and Greed Index has soared to 79, with market sentiment running high, but risk awareness should not be ignored! ⚠️
2️⃣ ETH Technical Analysis:
The ETH daily chart shows a long upper shadow at the previous high, indicating a need to be cautious of short-term peak retracement risks. 📉 However, during the bullish rebound, it is still possible to consider low long positions in the short term! 🔑 Short-term strategy: Refer to the EMA moving average and KD oversold resonance buy points! 📈
Trading Strategy:
Long entry point: 3950-3900 range, average price 3925, stop loss 3840, targets: 4025—4125—4200 (short-term + contracts).
#ETH🔥🔥🔥🔥 #技术分析参考 #宏观数据 #比特币冲向11万？ #交易策略
See original
📊 October 24 Market Overview:
1. Bitcoin ($BTC): Wide fluctuations, altcoins show mixed performance, market divergence intensifies, significant inflow of new capital into extremes.
2. Macro Market: U.S. Treasury yields have not continued to rise, the Nasdaq index fell by 2% at one point, and the probability of a 25 basis point interest rate cut by the Federal Reserve in November has reached 93%.
3. AI meme sector: $GOAT has rebounded strongly after a correction caused by a 'spelling error', with a market cap exceeding $600 million, pushing on-chain meme speculation towards AI.
4. SOL/BTC exchange rate: Up fivefold since the current bottom, SOL's local currency continues to strengthen, with daily on-chain transaction fees reaching the highest point since May.
5. Solana ecosystem: DeFi protocol tokens generally rise, with $JUP increasing over 9% within 24 hours, local currency appreciation, meme speculation, and ecosystem development mutually reinforcing.
Quickly browse market dynamics and seize opportunities!
#BTC☀ #宏观数据 #AImeme #sol板块 #solana生态
1. Bitcoin ($BTC): Wide fluctuations, altcoins show mixed performance, market divergence intensifies, significant inflow of new capital into extremes.
2. Macro Market: U.S. Treasury yields have not continued to rise, the Nasdaq index fell by 2% at one point, and the probability of a 25 basis point interest rate cut by the Federal Reserve in November has reached 93%.
3. AI meme sector: $GOAT has rebounded strongly after a correction caused by a 'spelling error', with a market cap exceeding $600 million, pushing on-chain meme speculation towards AI.
4. SOL/BTC exchange rate: Up fivefold since the current bottom, SOL's local currency continues to strengthen, with daily on-chain transaction fees reaching the highest point since May.
5. Solana ecosystem: DeFi protocol tokens generally rise, with $JUP increasing over 9% within 24 hours, local currency appreciation, meme speculation, and ecosystem development mutually reinforcing.
Quickly browse market dynamics and seize opportunities!
#BTC☀ #宏观数据 #AImeme #sol板块 #solana生态