Currency Circle Trends: Important window before the election and the Fed’s trends
🌟 From mid-August to early November, the currency circle ushered in a critical period of two and a half months. This is not only the natural cycle of the market, but also closely connected with the macroeconomic situation. The unexpected downturn in CPI data in August officially kicked off this framework.
🌪️ The Federal Reserve, a normally technology-neutral institution, is now in the eye of the election storm. Before the election, market trends became the focus of the game between the two parties. If the market collapses, the Democratic Party will be under pressure; on the contrary, it will increase the Democratic Party's chances of winning. Therefore, the Fed's decision-making is particularly critical.
📈 The Federal Reserve operated skillfully, releasing risks in August and cutting interest rates to restore interest rates in September, far exceeding market expectations. This series of actions undoubtedly sided with the Democratic Party and paved the way for the general election.
🚀 As an area with high risk appetite, the crypto market will benefit from the stable expectations of the macro market and will usher in a golden period of capital influx. Mainstream currencies such as Bitcoin will also recover significantly. Before the November election, it is the first important operation window in half a year. I will reveal the secrets of the next window.
📜 Exclusive news: The Democratic Party plans to release an encryption platform before November, aiming to attack opponents and attract votes. This strategy may increase market attention at a critical moment, and the game in the encryption market will become more intense.
📈 The climax of major asset classes is expected to reach its peak earlier than market sentiment, with the market pattern showing a low first and then a high. We are currently in the middle period, smart money is ready to make a move, and the wealth effect is reappearing. However, it should be noted that the rotation is rapid, so you need to respond flexibly, control the illusion of compound interest, and be prudent.
🔍 Investors who do not pursue rotation can also focus on large market capitalization products, which will benefit from passive rotation. The high point may appear in mid-to-late October, depending on the competition between the two parties.
🚨 Risks will increase after November, and the new window may bring large-scale trend opportunities, so stay tuned for my follow-up analysis. In this rapidly changing era, stay alert and invest rationally!