Postingan

#FOMCRateWatch FOMC decision drops Thursday 2am Beijing time, and the macro setup heading in couldn't be more mixed 🎯 Oil sharply lower on US-Iran ceasefire hopes — takes the energy inflation pressure off. Jobless claims 187K, below expectations — labor market still holding up. One dove, one hawk, both landing this week 🤔 Same week: Microsoft, Meta, Amazon earnings Wednesday and Thursday with capex guidance as the main event. And FTX's fifth round of $900M creditor repayments kicks off July 31 — $900M hitting the market while everything else is in motion 👀 BTC back above $65K to open the week. Fear & Greed recovered to 30 — highest this month. Sentiment shifted fast 📈 FOMC + three mega-cap earnings + FTX repayments all in the same window. This is the kind of week where you either ride the wave or get caught on the wrong side of it 🫠 Oil down, jobs resilient, BTC warming up — do you think Warsh leans dovish or hawkish Thursday? And are you reducing risk into this stacked week or staying in? 👇