#宏观分析
CPI data for July will be released this Wednesday, which is not expected to have much impact on the market. Expectations for a rate cut in September are still strong, but the current focus is on the magnitude of the cut. The current interest rate cut expectations are the same as the previous value, maintaining at 3%. In addition, Trump will hold talks with Musk today, and this meeting is likely to involve cooperation matters. It is expected that the meme sector may rise again.
FTX’s liquidation has also entered the next phase, with decisions on the compensation process set to be finalized this week. If these funds can be paid out normally, it will be good news for the cryptocurrency market. Because if the compensation is in cash, there is a high probability that retail investors will invest in the market again; and if the compensation is in the form of cryptocurrency, it may cause selling pressure on the market.