#PCEToJacksonHole

🌃 معاينة جاكسون هول | هل ستغسل هوك أم دوف؟ الليلة الساعة 20:30، سيتم إصدار بيانات PCE لشهر يوليو في الولايات المتحدة أولا؛ يوم الجمعة، صعد واش إلى المسرح. قد تؤثر إشارات التضخم والسياسات مرة أخرى على الأسهم الأمريكية والذهب وأسواق العملات المشفرة. #杰克逊霍尔临近، هل يمكن لواشنطن توضيح مسار سياساتها؟ انقر على الموضوع لرؤية المزيد من الأخبار ذات الصلة. لنتحدث: هل تحكم ما إذا كانت واش سترسل إشارة متشددة أم متحفظة؟ 📊 هل ترغب في مواكبة سوق الأسهم الأمريكي؟ أوك.إكس الآن مدرجة في $SPY و$QQQ، مواكبة تقلبات السوق الأمريكية ومستغلة فرص التداول التي جلبها خطاب البنوك المركزية.

PCE delivered numbers, not direction. Core inflation held at 3.3% YoY and rose 0.2% MoM, while headline PCE came in slightly hotter at 3.7%. Q2 GDP stayed at 1.5% annualized. Sticky inflation, resilient underlying demand, and no clean signal for the Fed. Rate pricing moved, then came back. September hike odds jumped from about 36% to 44% after the release before easing to 36-37%. Odds of at least one hike by year-end remain near 73%. The broader path barely changed. That shifts attention to Warsh's first Jackson Hole keynote as Fed Chair, Friday at 10AM. The symposium's theme is "Financial Innovation: Implications for Payments and Policy." A $300B stablecoin market and the GENIUS Act sit in the backdrop, though the keynote's contents are not yet public. Treasury's decision to at least double the cap on long-end liquidity-support buybacks coincided with renewed demand for inflation and dollar-risk hedges. Through Aug 26, BTC was on track for its best August since 2017. The hedge trade is broadening: · August BTC ETF inflows have topped $3B, on track for the strongest month since October 2025 · Cumulative net inflows are near $54.4B, with net assets around $99B · GLD took in $3.4B in the week ended Aug 21, while GLD and IBIT re-entered the top 10 US ETFs by value traded This is not gold versus bitcoin. Both perceived hedges are being bid as investors reassess inflation, the fiscal outlook and dollar risk. Friday also brings a major BTC options expiry: · About 81,700 BTC options worth $6.44B expire at 08:00 UTC · 44,639 calls versus 37,061 puts; put/call ratio 0.83 · Max pain is near $68K · $75K holds about $236M in call OI, with another $157M at $80K Max pain is not a forecast. It misses hedging, entry costs, off-exchange positions and spot demand. But the expiry and Warsh's speech land six hours apart, with BTC near $79K after being rejected around its 50-week average near $81.1K. PCE is done. Friday is the real test. Which matters more for BTC: Warsh's policy tone or the options expiry? #PCEToJacksonHole #BTCOptionsExpiryTest #GoldVsBTCETFFlows

PCE HOT — BTC STILL BELOW $80K July PCE held at 3.7% YoY, while core PCE stayed at 3.3%, keeping inflation above the Fed’s 2% target. Attention now shifts to Fed Chair Kevin Warsh’s Jackson Hole speech, where any hawkish signal could pressure risk assets. $BTC is trading around $79.5K after briefly topping $80K, while $ETH holds near $2.5K. $SOL remains a key altcoin to watch as capital rotates. A dovish tone could revive momentum; a hawkish surprise may trigger renewed profit-taking.

PCE IS HOT — BUT BTC WON’T BREAK $80K 🔥 Inflation is still running too hot. July PCE came in at 3.7% YoY, while Core PCE held at 3.3% — well above the Fed’s 2% target. Now all eyes are on Fed Chair Kevin Warsh at Jackson Hole. 👀 A hawkish tone could hit risk assets hard. But if he sounds dovish, BTC could quickly regain momentum. $BTC is hovering around $79.5K after briefly reclaiming $80K, while $ETH holds near $2.5K. $SOL is also one to watch as liquidity rotates into alts. #DailyOrbit

US PCE data is out and the overall reading came in stronger than expected. Core PCE stayed flat while personal spending and durable goods orders beat forecasts. The US economy remains resilient, but inflation isn’t cooling fast enough weakening hopes for rapid rate cuts. For gold this is short-term bearish favoring choppy pressure. For $BTC and $ETH there’s no major bullish catalyst. Delayed rate cut expectations could keep the market volatile and range bound #PCEToJacksonHole

PCE HOT — BTC STILL BELOW $80K July PCE held at 3.7% YoY, while core PCE stayed at 3.3%, keeping inflation above the Fed’s 2% target. Attention now shifts to Fed Chair Kevin Warsh’s Jackson Hole speech, where any hawkish signal could pressure risk assets. $BTC is trading around $79.5K after briefly topping $80K, while $ETH holds near $2.5K. $SOL remains a key altcoin to watch as capital rotates. A dovish tone could revive momentum; a hawkish surprise may trigger renewed profit-taking.

INFLATION REMAINS HOT — BUT BTC IS STRUGGLING TO CLEAR $80K 🔥 Inflation is still proving stubborn. July PCE rose to 3.7% YoY, while Core PCE remained at 3.3%, both sitting well above the Fed’s 2% target. Now, the spotlight is on Fed Chair Kevin Warsh’s speech at Jackson Hole. 👀 #PCEToJacksonHole #AIMonetizationBroadens #HormuzFlowsVsSanctions

PCE, Jackson Hole & ETF Flows: Crypto Faces a Key Test Markets are focused on U.S. PCE inflation and Kevin Warsh’s Jackson Hole speech, crucial for Fed-rate expectations. ETF demand remains strong, with Bitcoin ETFs attracting about $1.92B and Ethereum ETFs $697M last week. $BTC is consolidating near $78K–$79K, while $ETH holds around $2.5K. Sticky inflation or hawkish Fed signals could trigger profit-taking, while softer data#PCEToJacksonHole #AIMonetizationBroadens #BTCOptionsExpiryTest

PCE gave the market data, but no clear direction. Core inflation remained at 3.3% YoY and increased 0.2% MoM, while headline PCE came in slightly hotter at 3.7%. Q2 GDP held steady at a 1.5% annualized pace. Overall, inflation remains sticky, demand is still resilient, and the Fed hasn’t received a decisive signal either way. Rate expectations initially reacted sharply, with September hike odds rising from roughly 36% to 44%. #PCEToJacksonHole #AIMonetizationBroadens #BTCOptionsExpiryTest

PCE inflation, Jackson Hole, and ETF flows are shaping up to be the next major catalysts for crypto markets. 🎯 All eyes are on U.S. inflation data and Kevin Warsh’s Jackson Hole speech, both of which could significantly influence Fed rate expectations. 📊 Meanwhile, institutional demand remains strong, with Bitcoin ETFs attracting roughly $1.92B last week and Ethereum ETFs recording $697M in inflows. 💰 $BTC is consolidating around $78K–$79K, while $ETH is holding near $2K. #PCEToJacksonHole

PCE and Nvidia earnings could bring major volatility tonight. 📊 Soft PCE: bullish for crypto Hot PCE: possible $BTC /$SOL correction BTC & $SOL : near major resistance → avoid chasing Strategy: take partial profits, keep spot exposure, and wait for stronger support before adding longs. #PCEToJacksonHole #IranSanctionsAndTalks #Anthropic30TTAM