【研报精选】比特币二月市场研报(1/2)

火必研究院Pubblicato 2023-03-08Pubblicato ultima volta 2023-03-09

Introduzione

在2月中旬,市场看涨情绪高涨,比特币和以太坊的资金费率持续上扬。伴随于此,比特币价格已经回调到已实现价格左右。伴随着美元指数的上行,比特币面临更大抛压。

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After the Fed's Interest Rate Decision and Comments from Kevin Walsh, Experts Gathered and Shared Their Latest Insights!

Following the Fed's decision to hold interest rates steady, experts highlight a potential shift towards more independent policymaking within the FOMC, as three members dissented. Market strategists note the slight decline in bond yields and a weaker dollar post-announcement, but caution that a rate hike in September remains possible. Experts like Mark Hackett point to the three dissenting votes as a sign of growing committee independence. While markets initially rallied in relief, the final direction hinges on Fed Chair Kevin Warsh's upcoming press conference. Analysts, including Audrey Childs-Freeman, interpret the dissent as the Fed maintaining a hawkish stance. They suggest the Fed will continue monitoring data, with a summer scenario of high bond yields supporting the dollar still in play. Chris Anstey emphasizes that markets will closely watch the 10-year Treasury yield during Warsh's conference. A continued rise could signal investor fears that the Fed is not acting aggressively enough on inflation, posing a challenge for the Chair. The long-term yield is also viewed as critical for mortgages and economic management. Diane Swonk of KPMG argues a September rate hike is likely, stating that an increase now would have been more appropriate given nearly five years of high inflation. She warns that prolonged high prices risk becoming embedded in the economic system. *This is not investment advice.

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After the Fed's Interest Rate Decision and Comments from Kevin Walsh, Experts Gathered and Shared Their Latest Insights!

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