U.S. September PCE data postponed to December 5
📅 Data Delay: The U.S. September PCE inflation data has been postponed to December 5, with the second estimate of Q3 GDP also pending, increasing the risk of policy misjudgments.
🕵️ Impact: The Federal Reserve's "data-dependent" approach is being challenged, potentially relying more on high-frequency indicators (like initial jobless claims) for decision-making.
🚀 Asset Mapping: During the data vacuum period, narrative-driven factors outweigh fundamentals. The celebrity association narrative of Puppies Coin (Elon Musk concept) provides imaginative space.
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