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Bonk 生态迷因币展现强韧势头
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有消息称 Pump.fun 计划 40 亿估值发币,引发市场猜测
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Solana 新代币发射平台 Boop.Fun 风头正劲
所以,鲍威尔带来了意想不到的消息,这就是为什么理解和相应地反应中央银行在利率、增长和通胀方面所说和所做的事情是重要的。
鲍威尔改变了他在最近的七月中表达的观点,优先考虑就业而非通胀,尽管通胀持续高于预期,因此他准备让经济保持高温,提供更多流动性,推动更高的通胀和增长。
这并不意味着风险会无限上升,因为这种政策如果执行,将会产生自己的一系列风险,但就目前而言,我认为这应该创造一个更持久的抄底环境,直到证明另有其事。
我会让尘埃落定,享受周末。
祝你过得愉快。

2025年8月22日
I'm not gonna make the Jackson Hole speech tonight, it's been a massive week and I'm shagged
But it doesn't matter anyway, unless you are of the strong belief that Powell is going to deliver NEW information to a market already priced for two rates cuts
He has seen weaker employment data and stronger inflation data over the past few weeks, and a rate market that is prepared for two cuts
Doesn't make sense to rock the boat, let the rate market do the hard work for you and keep watching the data, which is the most likely outcome
Just like FED meetings, if nothing unexpected is delivered, the way the market enters this event, is the way it will continue post the event
Good luck
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