#PCEToJacksonHole

🌃 Perspetivas para Jackson Hole｜Será que Wash será hawkish ou dovish? Hoje às 20:30, os dados do PCE dos EUA de julho serão divulgados primeiro; na sexta-feira, Wash entra em cena. A inflação e os sinais de política poderão novamente influenciar o mercado acionista dos EUA, o ouro e o mercado cripto. #杰克逊霍尔临近，沃什能否明确政策路径 Convidamos a clicar no tópico para ver mais informações relacionadas e a discutir: qual é a sua previsão, Wash emitirá sinais hawkish ou dovish? 📊 Quer acompanhar o mercado acionista dos EUA? OKX já lançou $SPY, $QQQ, para seguir as flutuações do mercado acionista dos EUA e não perder oportunidades de negociação trazidas pelos discursos dos bancos centrais.

PCE TONIGHT — BUT THE FED’S RESPONSE MATTERS MORE July PCE drops at 8:30 PM, but the headline figure alone won’t tell the full story. For $BTC and $ETH, the bigger focus is whether the data changes expectations for future rate cuts. 1️⃣ PCE in line with forecasts → likely more sideways action as traders wait for Powell. 2️⃣ Cooler-than-expected PCE → could strengthen rate-cut expectations and give risk assets another boost. #PCEToJacksonHole #BTC80KHoldOrFold #AIEarningsWatch

PCE → JACKSON HOLE: THE NEXT BIG TEST FOR $BTC AND $ETH July PCE keeps inflation elevated at 3.7% YoY, with core PCE at 3.3%, well above the Fed’s 2% target Attention now shifts to Fed Chair Kevin Warsh’s first Jackson Hole speech on Friday, where markets will look for clues on September policy After briefly pushing above $81K $BTC has pulled back toward $78K, while $ETH remains around $2.45K. A hawkish Fed signal could pressure risk assets, while a softer tone may support another crypto rebound

PCE SUPPORTS FED HOLD FOR NOW Capital Economics says July’s core PCE increase is unlikely to trigger a Fed rate hike in September. However, with annual core inflation at 3.3% and economic growth remaining resilient, the firm believes higher rates may eventually be necessary. For now, the data strengthen the case for the Fed to hold rates steady. $BSB

JACKSON HOLE: THE NEXT MAJOR TEST FOR $BTC & $ETH July PCE shows inflation is still running hot at 3.7% YoY, while core PCE stands at 3.3%, both remaining well above the Fed’s 2% target. Now, all eyes are on Fed Chair Kevin Warsh’s first Jackson Hole speech on Friday, as traders search for signals about the Fed’s September policy decision. #AIEarningsWatch #OpenAIInferenceCostTest #SamsungPayoutSelloff

BTC answered the question: $80,000, for the first time since May. Then the 50-week moving average said not yet, stalling the move near $81,100. Spot demand has held up. US spot BTC ETFs logged six straight inflow sessions through Monday, when $337.6M lifted the run to about $2.26B. Tuesday's provisional tally was also positive, but still incomplete. Corporate treasuries kept moving too. BitMine disclosed another 32,447 ETH acquired over the prior week, taking its holdings to about 5.85M ETH. The hesitation is about the calendar. July PCE lands later today, with core expected around 3.2%-3.3% YoY, still uncomfortable against the Fed's 2% inflation goal. Warsh speaks Friday at 10AM in his first Jackson Hole keynote as Fed Chair. Running Aug 27 to 29, this year's theme is "Financial Innovation: Implications for Payments and Policy." The Kansas City Fed explicitly named cryptocurrencies and stablecoins among the innovations under discussion. Crypto is not the sideshow this year. It is part of the symposium's formal scope. Before PCE, markets price roughly a 38% chance of a September hike. Warsh has also avoided forward guidance, so what he leaves unsaid may matter as much as what he says. Going into the breakout, VanEck's Aug 11 snapshot showed a split message: · Put premiums rose 42% to $551.8M, lifting the put/call premium ratio to an extreme 2.30 · Call OI rose 5% to $19.1B, while put OI fell 11.5% to $10.8B · Weekly perp funding cooled to +3.8% annualized, about half its long-run average The signal was defensive, not outright bearish: traders paid heavily for protection even as OI tilted further toward calls. Hedged, not capitulating. Mark Sep 15: the CLARITY Act faces its next Senate procedural vote the same day the FOMC meeting begins. Macro and regulation collide on one date. So the market's answer is "hold, but hedged." What's your plan into Friday: holding through the speech, or de-risking first? #BTC80KHoldOrFold #WarshAtJacksonHole

🇺🇸 US Macro: Core PCE & GDP Core PCE MoM = +0.2% — forecast +0.2% / previous +0.1% YoY = +3.3% — forecast +3.3% / previous +3.3% PCE MoM = +0.2% — forecast +0.2% / previous -0.1% YoY = +3.7% — forecast +3.7% / previous +3.7% Q2 GDP (preliminary) = +1.5% — forecast +1.5% / previous +2.1% 🤔 Overall, there was no major surprise for the market — the key figures matched expectations

MACRO WILL SET THE NEXT DIRECTION FOR $BTC & $ETH $BTC is consolidating around $79K while $ETH holds near $2.5K. Investors should watch U.S. PCE, Q2 GDP, jobs data, upcoming CPI/PPI, and Fed signals from Jackson Hole. Cooling inflation and weaker labor data could support easier policy and boost $BTC and $ETH. Hotter data may lift yields, strengthen the dollar, and pressure risk assets. The next releases could determine whether this pullback is a healthy reset or deeper correction.

MACRO WILL SET THE NEXT DIRECTION FOR $BTC & $ETH $BTC is consolidating around $79K while $ETH holds near $2.5K. Investors should watch U.S. PCE, Q2 GDP, jobs data, upcoming CPI/PPI, and Fed signals from Jackson Hole. Cooling inflation and weaker labor data could support easier policy and boost $BTC and $ETH. Hotter data may lift yields, strengthen the dollar, and pressure risk assets. The next releases could determine whether this pullback is a healthy reset or deeper correction.

Jackson Hole isn't really about whether Warsh sounds hawkish or dovish. Markets need his rulebook. With inflation sticky, jobs cooling and three Fed officials already favoring a hike, investors want to know which data actually triggers action. PCE, GDP and jobs revisions will test that framework immediately. If Warsh connects the dots clearly, September odds could move fast, taking the dollar, yields, stocks and BTC with them. Clarity may matter more than tone. #WarshAtJacksonHole

The move above $77K looks more like a broad risk rebound than a BTC-only breakout. ETH and SOL are leading on the day, which points to improving appetite for beta, but not yet to a clean change in the macro regime. Revived US PMI strength keeps rate expectations restrictive, so I would treat this rally as credible but fragile. If BTC can hold strength while higher-beta assets cool, the advance becomes healthier. For now, chasing the fastest mover looks less compelling than watching whether flows consolidate. Just my read, not advice.