As a professional investor, I find that this week (according to US dates) could be a relatively stable period, but we still need to be vigilant about potential fluctuations from the ongoing trade war. Statements from Federal Reserve officials will be the focus, especially before the Fed enters the 'blackout' period - a time of silence before the important interest rate meeting. Below is the schedule and detailed analysis for investors to prepare appropriate strategies.
Tuesday, 22/04/2025: Fed Official Speaks
Event: Statements from Patrick Harker (President of Fed Philadelphia), Neel Kashkari (President of Fed Minneapolis), and Tom Barkin (President of Fed Richmond).
Analysis: This is an opportunity to assess the views of officials #Fed on inflation, growth, and monetary policy. With the context of inflation predicted by Governor Christopher Waller to be 'temporary' (expected 3%-5% in the short term due to Trump's tariffs), any signals about interest rate cuts will have a strong impact on the financial markets, including cryptocurrency. Investors should pay attention to Kashkari's tone, who often has a hawkish stance (favoring high interest rates).
Wednesday, 23/04/2025: Peak Day with Beige Book
Event: Statements from Austan Goolsbee (Fed Chicago), Alberton Musalem (Fed St. Louis), Christopher Waller (Fed Governor), Raphael Bostic (Fed Atlanta), Beth Hammack (Fed Cleveland), and the announcement of the Beige Book - a report on regional economic outlook.
Analysis: This day will provide a comprehensive view of the Fed's policy direction. Statements from Waller, who previously predicted the Fed would cut interest rates in both tariff scenarios (earlier if tariffs are high, or later in the year if tariffs are low), will be particularly important. The Beige Book is an important indicator of the US economic health, which could influence market sentiment. If the report shows steady growth, Bitcoin (currently 85,000 USD) and other risk assets could benefit.
Thursday, 24/04/2025: Unemployment Data and Additional Statements
Event: Announcement of weekly jobless claims (expected 220,000, previously 215,000) and statements from Neel Kashkari (Fed Minneapolis).
Analysis: Unemployment data is a key indicator of the strength of the US labor market. If the number is higher than expected, pressure on the Fed to cut interest rates will increase, creating favorable conditions for Bitcoin and altcoins (such as Solana, currently 133.6 USD). Kashkari's statements, with a hawkish stance, could clarify the Fed's potential response to the latest economic data.
Investment Strategy
This week, investors should focus on signals from the Fed regarding interest rate policy, especially in the context of Trump's tariffs potentially increasing temporary inflation. The weakening US dollar (USDX dropped from 110.15 on 13/01/2025 to 99.12 on 11/04/2025, according to #FXCE ) is a supporting factor for Bitcoin and digital assets. I recommend maintaining a long-term position with Bitcoin while closely monitoring the Beige Book and unemployment data to adjust the portfolio if necessary.
Conclusion
This week brings many opportunities for professional investors to assess the direction of the US economy through statements from Fed officials and important data. With the prospect of the Fed cutting interest rates and positive market sentiment, cryptocurrency may continue its upward trend in the medium term, especially as companies like Strategy (531.644 $BTC ) and Metaplanet (4.855 BTC) are still accumulating strongly. Be prepared to seize the opportunity!
Risk Warning: Crypto investment carries high risks due to price volatility and legal instability. Please consider carefully before participating.