a. Due to the low layoff rate and the decline in weekly unemployment claims in the United States, the number of initial unemployment claims fell by 5,000 to 227,000 last week. Although job vacancies have decreased, the labor market continues to strengthen. Fewer layoffs have eased concerns about the sluggish labor market. Due to the slowdown in hiring, the Fed may consider a small interest rate cut at the upcoming meeting (Figure 1)
b. The US federal debt hit a record high, with public debt reaching $35.3 trillion for the first time, an increase of $64 billion in just one day, which is equivalent to 123% of the US #GDP. At this rate, it will reach $36.3T by the end of 2024
c. Before the post, Bitcoin $BTC was being challenged by #Meta, and Ethereum $ETH prices were constantly being crushed. At least that’s the case for now. Bitcoin is still in a range-bound state, and there is no obvious catalyst to drive the price up (Figure 2)
d. Let's talk about altcoins #山寨币 After the first wave of rise in Q1, the current consolidation and re-accumulation is normal, and the second wave of rise will follow #Bitcoin. This is often the biggest stretch in the cycle.
e. Bitcoin has strengthened again during this week's US trading session. It has experienced panic selling in almost every market opening trading session. The focus now is on #非农数据 this Friday night.
f. The current Bitcoin#MVRVZ-score is 1.47. Usually, a MVRV Z-score > 5 indicates an overbought state, indicating that the price of Bitcoin may be approaching a high point. <1 The current price of Bitcoin is lower than the purchase price, which indicates that the market is undervalued.
g. Bitcoin #SOPR Indicators are based on 6-week SMA7-day units. According to the chart #LTH, long-term holders are in a buying trend while short-term holders#STHare in a selling trend (Figure 3)
h. From the global money supply #M2 and the M2 chart released by the Federal Reserve Economic Data, the Bitcoin#BTCbull market is always consistent with the expansion of global liquidity. Therefore, as liquidity gradually expands, we are still in the bull market (Figure 4)
i.Goldman Sachs strategists say tax policies promoted in the US#presidentialelection could have a significant impact on #S&P500 earnings