Next week has three key events, each one more crucial than the last—Monday starts with China's LPR, and Friday brings the PCE which will determine our fate. But what I'm really keeping an eye on is Thursday's Nvidia shareholder meeting; with Blackwell+Vera ramping up production, last year this news shot NV up 4.3% to a new high. Bitcoin has been grinding at 64k for a month now, and if the PCE turns out soft + AI narrative sparks, someone might just flip the table in this mud pit.
The catch is, PCE has been sticky above 3% for a while, and Waller is sticking to data-driven rhetoric. If PCE exceeds expectations—rate hike fears will rear their heads again, and 64k may not hold. Conversely, if PCE drops + Nvidia leads the charge, the alpha in the AI chain should start to accumulate early.
How do you prioritize these three risks? Let's chat in the comments.
#下周事件 #宏观数据 #PCE
The catch is, PCE has been sticky above 3% for a while, and Waller is sticking to data-driven rhetoric. If PCE exceeds expectations—rate hike fears will rear their heads again, and 64k may not hold. Conversely, if PCE drops + Nvidia leads the charge, the alpha in the AI chain should start to accumulate early.
How do you prioritize these three risks? Let's chat in the comments.
#下周事件 #宏观数据 #PCE