Koiisyourname
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Ok, before the G hour, I will analyze 2 PMI indicators - the backbone of the US economy.
Currently, both service and manufacturing PMIs are above 50 points - manufacturing and services are quite stable, and the US economy remains stable after the tariff rounds.
However, if the PMI rises high - the pressure on raw material procurement also increases (theoretically speaking) - inflation pressure will also follow suit - therefore, the higher the PMI, the more cautious the FED will be in reducing interest rates (concerns about CPE and the stable economy do not force further rate cuts)
So what would be best - the PMI must decrease to exactly or lower than the forecast but not drop too low below 50 points (to avoid an economic crisis) if the PMI decreases - the FED will have more opportunities to loosen monetary policy - the crypto market will benefit.
BUT!! This is just a price anchoring news, the last 2 speeches of the day are the key for the market to stir, you all should pay attention to the 2 discussions of Trump and Powell - the market will react extremely strongly to these 2 speeches.
In conclusion, the current indicators including CPE or CPP, and the PMI during the period of September-October, in my opinion, are just numbers to anchor prices. In fact, the FED is moving towards a loosening cycle because the money supply in the market is circulating, not because of inflation (I have a separate article talking about this, anyone who hasn't read it can look it up)
$BTC $ETH
Currently, both service and manufacturing PMIs are above 50 points - manufacturing and services are quite stable, and the US economy remains stable after the tariff rounds.
However, if the PMI rises high - the pressure on raw material procurement also increases (theoretically speaking) - inflation pressure will also follow suit - therefore, the higher the PMI, the more cautious the FED will be in reducing interest rates (concerns about CPE and the stable economy do not force further rate cuts)
So what would be best - the PMI must decrease to exactly or lower than the forecast but not drop too low below 50 points (to avoid an economic crisis) if the PMI decreases - the FED will have more opportunities to loosen monetary policy - the crypto market will benefit.
BUT!! This is just a price anchoring news, the last 2 speeches of the day are the key for the market to stir, you all should pay attention to the 2 discussions of Trump and Powell - the market will react extremely strongly to these 2 speeches.
In conclusion, the current indicators including CPE or CPP, and the PMI during the period of September-October, in my opinion, are just numbers to anchor prices. In fact, the FED is moving towards a loosening cycle because the money supply in the market is circulating, not because of inflation (I have a separate article talking about this, anyone who hasn't read it can look it up)
$BTC $ETH
Disclaimer: Includes third-party opinions. No financial advice. May include sponsored content. See T&Cs.
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