This week is very likely to see three consecutive black swans, prompting the US dollar index to continue to rise. The first black swan is that the Bank of Japan is going to raise interest rates again.
At the end of January, there will be a Bank of Japan monetary policy meeting, but last week the Bank of Japan did not provide any guidance to the market, so everyone is focusing on the last window period this Tuesday. Bank of Japan Governor Kazuo Ueda is likely to communicate with the market. In this communication meeting, if the Bank of Japan releases hawkish messages, it may raise interest rates, and then the market will show you the consequences this week. The second black swan is the expiration of the US debt ceiling.
Everyone must think it's the same old story again, the wolf is coming. But I remind everyone that this time even if the US debt ceiling is resolved as scheduled, it is not good news for the market, but rather bad news. Because if the US debt ceiling is resolved, the US government will rush to issue bonds, which will absorb liquidity from the market and drain excess money from the market.
The third black swan is the US inflation CPI, which the market is most concerned about, is about to be announced next week. The CPI for December is about to rebound, although this rebound is largely due to the relatively low base of the CPI in December last year. But the market is now like a startled bird, because a drowning person is now trying to grab the only lifeboat, the Fed's interest rate cut.
#美国CPI数据即将公布 #本周微策略是否继续增持BTC？
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