This week's focus will be on CPI and earnings reports, with the market currently having relatively positive expectations for both. Overall, CPI is expected to remain below 3%, and the breakeven inflation rate remains stable. However, the preliminary rise in inflation expectations from the University of Michigan, combined with strong wage growth, may tilt the risk balance upward, which is extremely unfavorable for current market sentiment.

The end of 2024 is approaching, and the last few trading days of this year are more important than expected.

JPMorgan analysts pointed out that seasonal trends, expectations of Federal Reserve interest rate cuts, and the Ethereum Pectra upgrade could be key factors driving growth in the cryptocurrency market.

The Federal Reserve's rate cut is rare, and the market's current reaction is surprisingly chaotic. Will this trigger a Bitcoin bull market?

Last week's disappointing non-farm payroll data once again raised concerns in the market about an impending economic recession, and the market increasingly believes that the Federal Reserve is falling behind the yield curve...

Overall, the core reason for this round of decline is, on the surface, the "weaker-than-expected rebound" in the U.S. non-farm payroll data, which has triggered market concerns about a U.S. recession to some extent. Essentially, it is accompanied by the release of Nvidia's second-quarter earnings report, which showed a slowdown in growth. As the core driving force of this bull market, Nvidia has begun to devalue, leading capital to accelerate the pace of deleveraging in the tech sector to mitigate risks.

In today's increasingly interconnected global financial markets, the relationship between traditional stock markets and the emerging cryptocurrency markets has attracted widespread attention from investors and analysts.

Entering the early stage of a rate cut cycle does not mean that a surge is imminent; there are still some risks that warrant caution. Overall, in the early stages of rate cuts, we need to pay attention to six core issues, including the risk of a recession in the U.S., the pace of rate cuts, the Federal Reserve's QT (quantitative tightening) plan, the risk of inflation reigniting, the efficiency of global central bank coordination, and political risks in the U.S.

The turmoil caused by the yen carry trade leading to asset declines will eventually pass, but what will happen to Japan's monetary policy and macroeconomics?

Yesterday, the U.S. employment data was significantly revised down as expected, but BTC did not react to this when the U.S. market opened, indicating that the market had already digested this information. The current focus remains on the speech by Federal Reserve Chairman Powell at the global central bank meeting in Jackson Hole, Wyoming, on Friday...