The super week is here, and the macro storm eye is in position! 🌪️
This week welcomes the most intensive wave of macro data for 2025, as global central banks will reveal their cards one after another. The real hard battle begins now.
🔴 Core battlefield: Federal Reserve decision night
▫️ Thursday at 3 AM: FOMC interest rate decision + economic outlook
▫️ Followed by 3:30 AM: Powell's press conference
Market rate cut bets are nearly 90%, but the real storm lies in the "dot plot" and Powell's attitude. Beware of the script where "expectations being met is bearish."
🟠 The other four major central banks strike synchronously
The central banks of Canada, Switzerland, Australia, and the UK will act in succession, and the global liquidity landscape is facing reevaluation.
🌍 The biggest puzzle of 2025: Real assets surge, crypto stagnates?
The past year has shown a rare "dislocation":
✅ Physical assets strongly return: Gold and silver hit new highs
✅ Equity markets warm up: The Shanghai Composite Index has risen about 20% this year
❌ Technology and crypto generally under pressure: Most mainstream coins perform sluggishly
This feels more like a "global asset repricing" rather than just a sector rotation. In the macro waves, surviving is more important than anything else.
