Good morning, family! Did everyone see the market surge again last night? What happened? Next, I'll help everyone analyze the news from last night.
Last night, the global financial market was blown apart by Trump's 'late-night barrage'! First, he pressured the Fed again in the early morning, demanding 'an immediate 3% rate cut'; then he targeted small countries with tariffs, threatening 'a general rate slightly above 10%', and Indonesia was specifically named with a 19% tariff! Upon hearing this news, the yield on 30-year US Treasuries surged past 5%, reaching a one-month high.
The Fed remains indifferent to presidential pressure; a rate cut in September is still possible.
Just after Trump shouted 'Consumer prices are sluggish and must be cut', Fed spokesperson Nick Timiraos immediately poured cold water on it! His latest article clearly pointed out: 'June inflation data will not change the Fed's policy direction!'
Support for rate hikes: Current data is insufficient to prove that tariffs will increase inflation.
Support for rate cuts: Inflation risks have weakened, and a weak labor market can lead to rate cuts.
Timiraos further stated: If the data in July and August is strong, Powell may open the door to rate cuts as early as September! This means Trump's threats are like a fist hitting cotton - the Fed is simply not fazed by this!
Tariff storm is coming, how people in the crypto space should respond.
Trump raises the '10%+' tariff stick against small countries, which seems intimidating but is actually well-prepared! More than 20 countries had previously signed 'simple agreements', and this time the focus is directly on specific small countries like Indonesia.
Don't get too carried away by short-term fluctuations: Trade frictions may trigger risk-averse sentiment, but they won't continuously suppress the market; after similar events in 2024, Bitcoin typically dips before bouncing back!
Keep an eye on the Fed's dynamics: The real barometer is the September rate cut signal; capital flows are the hard truth!
A good opportunity to accumulate coins at a low: Major institutions are washing out positions by taking advantage of the surge in US Treasury yields; if it breaks key support levels, one can build positions in batches!
Senior trader Xiao Wang bluntly stated: 'The louder Trump shouts, the more anxious he seems! The real move depends on the rate cut key in Powell's hands!'
US Treasuries breaking 5%! Is smart money bottom-fishing?
The yield on 30-year US Treasuries has surpassed 5%, hitting a nearly 5-year high! There are hidden secrets behind this signal:
False signals: A spike in yields often marks the beginning of capital shifting from the bond market to risk assets.
Institutional layout: Wall Street is taking advantage of panic sentiment to crash the market and accumulate shares; on-chain data shows that the amount held by whale addresses has reached a monthly high.
Historical trend: The negative correlation between Bitcoin and US Treasury yields has reached 78% over the past three years; a turning point is approaching!
Market movements do not happen without reason; one should control their impulses while waiting, and be decisive when taking action.
In the face of news, technical analysis is always not established; everyone should view the market rationally.
Follow closely, the top team at Ailes has all the first-hand information you want to know!
