
#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.
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🌃 Jackson Hole Preview|Will Walsh be hawkish or dovish?
Tonight at 20:30, the US July PCE data will be released first; Walsh will appear on Friday. Inflation and policy signals may once again influence the US stock market, gold, and crypto markets.
#杰克逊霍尔临近,沃什能否明确政策路径 Feel free to click the topic to see more related information and join the discussion: Do you think Walsh will send hawkish or dovish signals?
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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

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.
⚠️ The first move after PCE can be a fakeout—wait for confirmation.#PCEToJacksonHole #BTC80KHoldOrFold #AIEarningsWatch
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

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 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
$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

The latest Personal Consumption Expenditures (PCE) data shows headline inflation at 3.7% year-over-year, slightly exceeding the 3.6% estimate and indicating persistent stickiness.
Despite the slight uptick in headline figures, Core PCE month-over-month and year-over-year readings arrived exactly in line with market expectations.
A hike needs a reason. Accelerating inflation is the reason. It didn't show up, and growth got no upward revision either. That's why the data is unlikely to trigger a rate hike at the September Federal Reserve meeting, as the figures are not considered hot enough to shift neutral members toward a hawkish stance.
For BTC the math is unchanged: $78K, sitting 8% above the $72K line that confirmed our pivot.

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
#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.
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