According to BlockBeats, on September 11, QCP Capital released its latest market analysis, highlighting the lack of clear economic policy information from the recent US election debate. Both candidates failed to provide specific details on their economic plans, leading to disappointment in the cryptocurrency market due to the absence of relevant policy commentary.
Following the debate, Harris appeared to gain an edge in public opinion. QCP Capital noted that the lack of a clear frontrunner and ambiguous policy positions could lead to a risk-averse trend in risk assets as the election day approaches.
After this macro event, market attention has shifted to the upcoming Consumer Price Index (CPI) data release. The market expects the CPI to decrease from the previous 2.9% to 2.55%. However, QCP Capital believes there is a higher likelihood of an upward surprise. Despite this, the focus has already moved to employment data, suggesting that the CPI's impact on the market might be limited. In terms of trading strategy, QCP Capital favors structures that profit in bullish scenarios. While maintaining caution due to macroeconomic uncertainties, they believe these uncertainties will be resolved by the fourth quarter.