
#PCEToJacksonHole
About PCEToJacksonHole
US core PCE rose 3.3% YoY in July, matching the prior reading and consensus, and 0.2% MoM. Q2 GDP growth held at 1.5% annualized. Inflation did not accelerate but remains above the Fed's 2% target, while slower growth may not warrant a policy shift. September hike odds edged up. At Jackson Hole on Friday, how Warsh weighs inflation, jobs and growth, plus his bar for hiking or holding, will guide markets. Without a clear framework, uncertainty may move the dollar, Treasurys, gold and BTC.
Populare
Cele mai recente
PCEToJacksonHole Postări populare
Fixat
🌃 Previzualizare Jackson Hole | Will Wash Hawk sau Dove?
În această seară, la ora 20:30, datele PCE din SUA din iulie vor fi publicate primele; Vineri, Wash a urcat pe scenă. Semnalele de inflație și de politică politică ar putea afecta din nou acțiunile americane, piețele de aur și cripto.
#杰克逊霍尔临近, poate Wash să-și clarifice direcția politică? Faceți clic pe subiect pentru a vedea mai multe știri conexe. Hai să discutăm: Judecați dacă Wash va trimite un semnal mai belic sau dovish?
📊 Vrei să ții pasul cu piața de capital din SUA? OKX este acum listat pe $SPY și $QQQ, ținând pasul cu fluctuațiile pieței americane și profitând de oportunitățile de tranzacționare aduse de discursurile băncilor centrale.

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
$BTC | Liquidity Watch
A major liquidity cluster remains below BTC around $60K–$62K.
Yes, Bitcoin could eventually sweep it. But if momentum stays strong, this zone may become a level we never revisit.
The key now: PCE → Jackson Hole → BTC reaction.
Watch liquidity, not noise.
#PCEToJacksonHole #BTC80KHoldOrFold

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
#PCEToJacksonHole
The market is moving from the PCE inflation data straight into the Jackson Hole spotlight.
for me, the key is how these events shape expectations around the Fed and future policy.
that could set the tone for risk assets and crypto in the days ahead.

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 Was a Nothingburger… Until BTC Breaks $78K
July Core PCE came in exactly as expected at 3.3%. No inflation shock, no bullish surprise — just another month showing that inflation cooling has stalled.
That’s why BTC spent the night stuck around $78K–$80K, with buyers and sellers both waiting for a clearer signal.
But don’t mistake quiet price action for safety.
The real catalyst isn’t PCE anymore — it’s Jackson Hole.
If BTC can reclaim and hold $80K, the setup changes.
#DailyOrbit
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
Gold stalls right at $4700 psychological resistance for two days in a row.
Stiff resistance emerges here with stretched speculative positioning. Short‑term outlook favors sideways consolidation within the $4500‑$4700 range.
Price held above 5‑MA yesterday and closed a doji candle, showing intense long‑short tug‑of‑war around $4600 support.
Ahead of Core PCE release and Walsh’s speech, market sentiment turns cautious. Widening bull‑bear divergence triggers noticeable profit‑taking flows.