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退学炒_币
No. 22 Top Trader by 30D PnL%
GDP偏强,降息未必更近
【发生了什么】美国10月29日公布三季度实际GDP初值,季环比折年率增长3.4%,高于二季度的2.2%
【我的看法】我更关注它会不会推迟降息预期,经济有韧性,美联储就少一分急着放松的理由,这可能压制币价,但属于传导判断
【也可能相反】增长稳住也能支持风险偏好,若通胀继续降温,强增长未必是加密市场的坏消息
【接下来看】我会看美元和美债收益率是否持续走高、BTC能否承接卖压,若美元回落且BTC放量走强,就要修正偏谨慎判断#美国9月核心PCE升至3.1%,加息预期仍高 $BTC $ETH $ZEC
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