According to ChainCatcher news, as reported by Jin10, shortly after the market opened on Monday, the US stock market showed little change as investors prepared for this week's data, which could determine the Fed's pace in resuming interest rate cuts. Currently, the three major stock indices have risen by about 0.1%, and the CBOE Volatility Index hovers slightly below 16. A series of economic data will be released on Tuesday, including the July CPI, which will provide an opportunity to assess the impact of tariffs on inflation. Institutional economists stated that this data will be crucial for the Fed's decision on whether to cut interest rates in September.

On August 10, S&P Global pointed out that the July CPI data in the United States will become a key economic indicator, and the market will closely monitor its impact. Although tariff policies may drive inflation, the consumer price increase in the second quarter did not exceed 3.0%. The CPI data will verify whether prices are rising at an accelerated pace and will influence Fed policy.

Jin10 data reported on August 7th that LSEG's data shows the currency market expects an 81% chance that the Central Bank of the UK will cut interest rates in December, down from the 96% expectation before the rate decision. The market also believes there is only about a one-third chance that the Central Bank of the UK will cut rates in November, which will maintain the Central Bank of the UK's recent quarterly rate cut pace. EFG Asset Management analyst Joaquin Thul stated in a report that the Central Bank of the UK may remain cautious as it expects inflation to reach twice the 2.0% target level by September.

1. Interest Rate Level: The Bank of England is expected to cut rates by 25 basis points to 4.00%, marking the fifth rate cut in this cycle. 2. Voting Proportions: The divisions among the 9 voting members are expected to remain as "three factions," namely cutting rates by 25bp, 50bp, and no rate cut. 3. Balance Sheet Reduction Outlook: The Bank of England may slow down the pace of reducing its holdings of UK government bonds, which is currently being reduced by £100 billion per year. 4. Forward Guidance: The Bank of England may maintain its guidance of cutting rates once per quarter, which is likely to change after the autumn budget.

On July 31, Jin10 reported that the World Gold Council stated that Central Banks remain an important pillar of global gold demand, with global official gold reserves increasing by a total of 166 tons in the second quarter. Although the pace of gold purchases has slowed, the outlook for Central Bank gold demand remains optimistic. The demand for gold jewelry and consumption value continue to show a divergent trend: in most regions, the demand for gold jewelry tonnage has decreased year-on-year, with a sluggish performance almost retreating to the levels seen during the pandemic in 2020; however, the consumption value of gold jewelry has generally increased.

Jin10 data, July 29 - U.S. Chief Economist of Placer, Uluperski, stated that the Fed is expected to keep the interest rate unchanged at 4.25%-4.5% this week, but Waller and Bowman may express opposition. This could intensify speculation that once more officials appointed by Trump join the Federal Reserve Board of Governors starting in the first quarter of 2026, the pace of interest rate decreases will accelerate. Dovish Waller and Bowman may argue that monetary policy is restrictive, as tariff-related inflation is being offset by other factors, and they may advocate for a rate cut based on a neutral interest rate close to 3%. It is expected that Powell will try to guide the FOMC to wait as long as possible for the next rate cut, with a higher likelihood of a cut in October than in September.

On July 25, Jin10 reported that Wang Qing, chief macro analyst at Dongfang Jincheng, believes that the current mid-term liquidity continues to see a net inflow, mainly due to two factors: first, the pace of government bond issuance remains fast, coupled with an accelerated pace of credit issuance, requiring monetary policy to work in conjunction with fiscal policy; second, the Central Bank continues to maintain the intensity of quantity-based tool operations, signaling that monetary policy remains supportive, stabilizing market expectations and providing a favorable environment for credit expansion. Looking ahead to the second half of the year, Wang Qing believes that the probability of reserve requirement ratio cuts and interest rate reductions in the short term is low, but under the general direction of "expanding domestic demand and stabilizing growth," monetary policy will continue to take positive actions.

PANews July 22 news, U.S. Senator Cynthia Lummis tweeted that the U.S. has been leading the world in financial innovation, and the pace has not slowed. Lummis stated that she looks forward to collaborating with the industry and both parties to formulate market structure legislation that is favorable to digital assets, encourages innovation, and protects consumers.

Jin10 data reported on July 21, the strategist from ING stated that the results of the Japanese Senate election have made the outlook for the yen more uncertain. Although Japanese Prime Minister Shinzo Abe has promised to remain in office and continue to promote negotiations on the US-Japan trade agreement, the opposition party may seek to gain political benefits by advocating for loose fiscal policies to address livelihood pressures. The strategist pointed out that these expectations have already put pressure on Japanese government bonds before the election, creating unfavourable information for the yen. Additionally, there is a risk that Shinzo Abe could be replaced by a more conservative faction, which may call for the Bank of Japan to slow down the pace of interest rate hikes. "In other words, today's rise of the yen lacks clear support," the strategist added.

BlockBeats reported that on July 19, The Kobeissi Letter stated in its latest analysis released on Friday that ETH/USD is likely to reach $4000 soon. Ethereum is currently brewing a rare short squeeze in crypto history. If the price rises another 10%, $1 billion worth of short positions will be liquidated. The liquidation of short positions could drive the ETH price to rebound to $4000. The current price of Ethereum is $3553, and its recent price movement has been described as "making history"; the rise of ETH has triggered a record short squeeze. Kobeissi noted that as the largest altcoin by market capitalization, Ethereum is "punishing" shorts at an extremely rare pace.

Golden Finance reports that the International Monetary Fund: global overall inflation is expected to decline, but at a slow pace, projected to reach 4.3% by 2025 and drop to 3.6% by 2026. The World Economic Outlook predicts a global growth rate of 2.8% in 2025 and 3.0% in 2026. (Jin10)

Jin10 reported on July 16 that the Central Bank is nurturing a warm attitude towards the funding situation. On July 15, the Central Bank conducted a reverse repurchase operation of 342.5 billion yuan and initiated a planned buyout reverse repurchase operation with a total scale of 1.4 trillion yuan. Analysts indicate that the Central Bank's operations are moving forward in pace and policy communication is strengthening, releasing policy signals to stabilize expectations and credit, which helps alleviate liquidity disturbances. With the funding situation remaining stable, the bond market repair window is expected to gradually open.

Jin10 data reported on July 15 that analysts from ING stated in a report that, given that the UK may accelerate its pace of interest rate cuts, the recent fall of the British pound against the euro may continue. The analysts mentioned that Bank of England Governor Bailey may reiterate in his upcoming speech that if the labor market deteriorates, more aggressive rate cuts cannot be ruled out. Data from the London Stock Exchange Group shows that the UK money market believes there is nearly an 89% chance of a rate cut in August. ING expects that the euro may rise to 0.88 against the pound in the coming quarters.

Golden Finance reports that U.S. Treasury Secretary Basant: The official procedure for the successor to Fed Chairman Powell has been initiated, and the selection will proceed at Trump’s pace. There are many rumors about the "shadow Fed chairman," which will create confusion. If the former Fed chairman continues to hold office, it will be perplexing.

Jin10 data, July 14 - Major companies in Japan have announced significant salary increases this year, but a survey by the Bank of Japan shows that this trend does not seem to apply to all households. In the June survey, the percentage of households reporting a decrease in income compared to a year ago rose from 27.7% in March to 30.6%. This indicates that the pace of wage rise remains uneven, depending on the size and type of company they work for. Ongoing inflation is also likely to be a growing concern. About 61% of respondents indicated that their living conditions have worsened over the past year, up from 55.9% in the previous survey.

BlockBeats news, on July 11, according to Yujin monitoring, [a Whale/institution that made a profit of 30.45 million USD through two rounds of ETH swing trading] has been continuously reducing its ETH holdings at its own pace: half an hour ago, it sold 10,000 ETH through Wintermute. They bought 132,000 ETH in the third round from June 11 to June 22 at an average price of 2,540 USD, and then started to sell ETH in batches for take profit from July 9. So far, they have sold 73,592 ETH for 200 million USDC, with an average selling price of 2,720 USD, realizing a profit of 13.24 million USD from this portion. They currently hold 60,000 ETH (180 million USD).

Crypto Assets analyst BarriC recently made a bold prediction on social media platform X, instantly igniting the XRP community: he believes that the price of XRP is highly likely to soar from the current level of about $2 to a staggering $1000 at a pace far exceeding market expectations. This bullish prediction is based on an analysis of XRP's historical performance, injecting a shot of adrenaline into investors who have recently gained momentum due to holding above $2.25 at the quarterly close, with many anticipating a breakthrough of the all-time high (ATH).

According to on-chain data, the total market capitalization of tokenized stocks on the Solana blockchain reached $48.53 million on July 4, up from $15.28 million on June 20, a surge of over three times in just two weeks. This growth rate far exceeds that of all other tracked networks during the same period. Backed Finance has publicly stated its intention to expand its Solana tokenized stock program to more stocks and exchange-traded funds (ETFs) in the second half of 2024 based on market maker demand. If the issuance pace of June is maintained, the total value of Solana's tokenized stocks is expected to surpass XRP Ledger (XRPL) in the short term, rising to the second position in the market.

A strong pattern has emerged: whenever the year-on-year growth rate of the global Money Supply reaches or approaches the current level of 9%, Bitcoin has experienced a massive bull run in the subsequent twelve months. The historical average increase is an astonishing 460%! This indicates that the global Central Bank's initiation of "money printing" mode often has a significant bullish effect on Bitcoin prices. Given that the current global Money Supply is once again growing at a considerable pace, whether Bitcoin can replicate its historical brilliance in the coming year has become the focus of attention for Crypto Assets investors and a potential major investment opportunity in Bitcoin.

Jin10 data July 7 news, the Reserve Bank of New Zealand's year-long interest rate cut cycle may soon face a phase pause. Most economists predict that the Reserve Bank of New Zealand will keep interest rates unchanged this week while releasing dovish signals to assess the effectiveness of the economic recovery. The bank recently stated that interest rates have entered a neutral range, downplaying the urgency of further rate cuts, and hinted that it may adopt a quarterly rate cut pace in the future, rather than adjusting at every policy meeting. It is worth noting that there was a divergence of opinions at the last monetary policy meeting. Given that the current economic recovery momentum is still not stable, further rate cuts this year remain a possibility.

According to Jinse Finance, as reported by Hong Kong media Hong Kong Commercial Daily, Circle, the issuer of the world's second-largest stablecoin USDC, was listed on the New York Stock Exchange on June 5, recording a rise of over 5 times in just over a month. It is reported that Everbright Holdings became a shareholder of Circle in 2016, and Huaxing Capital invested in Circle in 2018. Analysts point out that the stablecoin's "iPhone moment" is approaching investors at a visibly rapid pace, and the market generally believes that stablecoins are expected to reshape the global payment and financial landscape.

According to Jin10 data on July 3, Morgan Stanley analyst Bruna Scarica stated in a report that the Bank of England may accelerate the pace or magnitude of interest rate cuts in the second half of 2025. Scarica noted that uncertainty over potential tax increases in the autumn budget is expected to slow economic growth in the coming months. She indicated that the decline in economic activity could prompt the Bank of England to cut interest rates faster than the market expects. Scarica stated that the Bank of England's benchmark interest rate is expected to drop from the current 4.25% to 3.25% by the end of the year.

According to Gate News bot, reported by Jin10, American bank customers are withdrawing funds from the US stock market at the fastest pace in 10 weeks to reduce risk exposure. Despite the S&P 500 index achieving its best quarterly performance in 2023 by the end of June, last week, major customer groups including institutions, retail investors, and hedge funds collectively withdrew from the US stock market.

Jin10 data reported on July 2 that Ganfeng Lithium stated on the interactive platform that the current lithium price is at a relatively low level compared to recent years, and the lithium market has also shown certain bottom characteristics. Whether the lithium market can reverse in 2026-2027 depends on the intensity of supply contraction and the pace of market demand explosion. Currently, the overall demand for lithium carbonate has increased compared to the past, and the company has achieved an increase in capacity through higher trade volumes from low-cost projects and technological cost reduction. As the company's own resources come into production and higher trade volumes are achieved, there is further room for cost reduction.

PANews June 27 news, U.S. Treasury Secretary Becerra: The U.S. stock market has rebounded at the fastest pace in history from a 15% sell-off.

Jin10 data June 27 news, the S&P 500 index reached its first new high since February on Friday, rebounding 23% from the low of the sell-off triggered by tariffs in April. Market data shows that after experiencing a decline of at least 15%, this 89-day surge has made it possible for U.S. stock indices to recover to record closing levels at the fastest pace. The easing situation in the Middle East and trade negotiations between the U.S. and major partners have also boosted investor sentiment. Hank Smith, chief investment strategist at Haverford Trust, stated: "The market feels that tariffs will not be as burdensome as D-Day. You are already seeing a recovery." Richard Saperstein, chief investment officer at Treasury Partners, said: "We have already seen resilient returns. Economic activity remains active, and inflation has not really risen."

On June 27, Jin10 reported that Morgan Stanley released a research report stating that it has raised its earnings per share forecasts for Pop Mart (09992.HK) for 2025, 2026, and 2027 by 6%, 15%, and 21% respectively, to reflect the company's clearer growth path in North America and Europe. For 2025, the most optimistic profit expectations in the industry still significantly exceed the bank's adjusted forecasts. The bank believes that Pop Mart's combination of a rich and diverse IP matrix with operational skills is expected to create sustainable growth, and the current stock price does not reflect the potential for long-term scale.

OdailyOdaily Daily News Trader Eugene expressed on social platform that he has now close all positions for all long order (except some BTC) and started shorting some Altcoins. He believes that the impact of the Middle East situation has come to an end, and the overall market trend is still weak. He pointed out that the rebound of BTC from $99,000 to $106,000 has been completed, and the market will return to its previous pace of operation. At this stage, he will adopt a "long BTC, short altcoin" trading strategy to deal with the future market.

According to Golden Finance, Fed Chairman Jerome Powell said that the Fed still has some work to do in reducing its balance sheet, and it is on the right track in terms of shrinking its balance sheet. He also said that he believes that the current pace of balance sheet reduction can be maintained for a considerable period of time.

On June 24, the trillions of dollars of foreign exchange reserves of the world's central banks are focusing on shifting from the US dollar to gold, the euro and the yuan. A third of the 75 central banks under management totaling $5 trillion in assets plan to increase their exposure to gold in the next one to two years, the highest level in at least five years, according to a report to be released late Tuesday by think tank Official Monetary and Financial Institutions Forum (OMFIF). The survey was conducted between March and May and reflects the impact of U.S. President Donald Trump's April 2 Liberation Day tariffs. Central banks have been increasing their holdings of gold at a record pace, and in the longer term, gold is expected to benefit, with a net 40% of central banks planning to add to their holdings over the next 10 years. In addition, the U.S. dollar, the most popular currency in last year's survey, fell to seventh place this year, with 70 percent of respondents saying the U.S. political environment made them reluctant to invest in the U.S., OMFIF said

According to Gate News bot, Bloomberg reports that the French manufacturing confidence index unexpectedly fell in June, adding a new warning signal to an already struggling French economy that has difficulty keeping pace with its European counterparts.

According to Gate News bot, FXStreet reported that during the Asian session on Friday, gold prices (XAU/USD) faced new supply shocks and hit a low of over a week, nearing the $3345-$3344 per ounce range in the last hour. The Federal Reserve's hawkish stance indicates that inflation risks remain high and suggests that the pace of future rate cuts will slow, which is seen as a key factor undermining gold as a non-yielding asset.

Jin10 reported on June 19 that NICK REES, head of macro research at Monex, stated that the Bank of England still appears to be sticking to a pace of cutting interest rates once a quarter. Although some comments have begun to downplay the speed of rate cuts initially suggested by Bailey, it seems to remain part of their plan, even if it is not an official statement. The biggest highlight of this meeting was the 6 to 3 voting split. This is seen as dovish in market consensus, and the market will interpret signals from this, but I believe it has limited impact on the Bank of England's specific actions in the future.

According to Gate News bot, Bloomberg reports that Japanese companies are exiting the Tokyo Stock Exchange at the fastest pace in over a decade, reflecting a surge in mergers and acquisitions as they face greater pressure to make better use of capital.

Jin10 data reported on June 19, with the Central Bank dropping interest rates and exports surging, New Zealand's economy is accelerating its recovery from the 2024 recession in the first quarter. Data from Statistics New Zealand on Thursday showed that New Zealand's GDP grew by 0.8% in the first quarter, up from a revised 0.5% growth in the fourth quarter of last year and slightly above economists' expectations of 0.7%. Although the economy is still smaller than it was a year ago, this recovery will be welcomed by the government as it prioritizes economic growth ahead of the 2026 election. However, the economy is currently being tested by uncertainties stemming from global trade tensions, which are suppressing spending and investment, raising concerns that economic expansion may weaken.

Gate News bot reported that Catriona Kellas, the Head of International Legal Projects at Franklin Templeton, stated at the DigiAssets 2025 conference that the EU could potentially become a "flyover zone" for Crypto Assets between the US and Asia due to the legislative pace lagging behind that of the US and Asia. "This technology does carry risks, and jurisdictions that may have been at the forefront a few years ago can easily fall behind if the legislative process takes too long," she said, noting that "other jurisdictions" have adopted more flexible policies in the Crypto Assets space. She indicated that the European Commission seems to have recognized this, recalling a recent conversation where "they mentioned a word I had never heard before, which is 'competition'." "They certainly asked the right questions," Kellas added, stating that the rumors surrounding "MiCA 2" (the updated version of the Markets in Crypto Assets regulation) are "far from rumors", with the legislation set to take effect in June 2023. "It may be coming soon," she added.

On Tuesday, the minutes of the South Korean Central Bank's policy meeting on May 29 showed that central bank officials stated the necessity to continue easing monetary policy to support economic rise, but it is important to cautiously address related risks. One official "emphasized the importance of assessing the risks associated with further rate cuts and adjusting the pace of cuts accordingly," citing unstable housing prices. Another official agreed, stating that "there is a need to develop a carefully calibrated policy mix that combines ongoing monetary easing with targeted fiscal and financial measures aimed at supporting vulnerable sectors."

PANews June 17 news, according to Matrixport analysis, Bitcoin ETF has attracted $11.2 billion in new capital inflow over the past eight weeks, but the Bitcoin price has only risen by about 10%. This moderate rise may reflect some market participants taking advantage of the situation to sell, or a sentiment of waiting and then getting on board again. Overall, the Bitcoin market has formed a stable buying support. Although the sources of buying pressure are constantly changing, there has been almost no sustained net outflow from the ETF. Additionally, compared to the election period of Trump, MicroStrategy's current accumulation pace is slightly slowing down, but the stable capital inflow still provides solid support for Bitcoin prices.

On June 16, according to the financial website Forexlive, the Bank of Japan is expected to keep interest rates unchanged at 0.5% and slow down the pace of tapering bond purchases from the 2026 fiscal year. Few expect the BOJ to change its current plans and only announce an adjustment in the next fiscal year, bringing the quarterly tapering down to around 200 billion yen. If the Bank of Japan announces adjustments for the current fiscal year, it will be a surprise and will have a big impact on the yen. A faster pace of tapering will boost the yen, while a slower pace will weaken the yen. In terms of interest rates, the market is pricing in a rate hike of just 17 basis points this year, which means that the probability of a 25 basis point rate hike by the end of the year is basically 50%. The comments of the Bank of Japan spokesman were broadly the same, and there was no indication that there would be an interest rate adjustment in the near term. They continue to focus heavily on the U.S.-Japan trade deal and the evolution of inflation. Japan's underlying inflation has been all the time

On June 16, ING foreign exchange analyst Furpesole pointed out that the market widely expects the Bank of Japan to keep interest rates unchanged at 0.5% this week. However, in addition to any forward-looking guidance, the main focus will be on a mid-term assessment of Japanese government bond purchase operations. Despite speculation that the BOJ may reduce its quarterly purchases from 400 billion yen to 200 billion yen, the BOJ is expected to maintain the current pace. While the BoJ may not give much guidance on interest rates at tomorrow's meeting, risks are certainly skewed to the hawkish. Markets continue to underestimate the risk of a rate hike as early as July or September, priced at 10% and 25% respectively. The bank believes that the yen remains a fairly attractive hedging tool for now, especially if the US stock market faces more geopolitical shocks. The excessive rise in oil prices may weaken the appeal of the yen as a safe-haven asset, and the hawkishness expected by the Bank of Japan is renewed

According to Gate News bot, the Bank of Japan is widely expected to keep the current policy rate unchanged at 0.5% this week. The focus of the market is on whether it will adjust its current plan to gradually taper the pace of Japanese government bond purchases. According to the current policy, the Bank of Japan plans to reduce the size of government bond purchases by 400 billion yen per quarter, and the plan will continue until March 2026. Central Bank Governor Kazuo Ueda previously said that after the end of the yield curve control (YCC) policy, the yield of government bonds should be determined by the market. JPMorgan Chase & Co. expects the BOJ to taper its bond purchases at its current pace until March 2026, and then may slow the tapering to 200 billion yen per quarter and gradually reduce its monthly bond purchases to about 2.1 trillion yen by March 2027, after which it may stop further tapering.

The market generally expects the Bank of Japan to maintain the policy interest rate at 0.5% this week and continue to gradually reduce the government bond purchase plan, decreasing by 400 billion yen per quarter until March 2026. JPMorgan predicts that the pace of future reductions may slow down and that further reductions will cease before 2027.

Gate News bot news, The Federal Reserve (FED) is expected to maintain the current Intrerest Rate level in this week's latest decision. The market's focus will be on whether the FED will release any signals about the timing of future rate cuts. Recent CPI and PPI data have fallen short of expectations, prompting market participants to bring forward their expectations for the next rate cut. The money market has fully priced in the possibility of a rate cut in October this year, and there is even a significant probability that action could be taken in September. Previously, the market generally expected a rate cut to occur in December. Citigroup analysts pointed out that the market may currently underestimate the risks of rate cuts. However, increased tariffs in the U.S. could drive up inflation, and if tensions between the U.S. and Iran escalate further, leading to continued rises in oil prices, this could further delay the FED's rate-cutting pace.

European Central Bank Vice President Luis de Guindos stated that the current pace of euro appreciation is slow and will not significantly impact the Central Bank's inflation targets. The inflation risks remain balanced, and the market has a good understanding of the policy transmission. He believes that tariffs will simultaneously drop economic growth and inflation.

Gate News bot message, the Bank of Japan will consider whether to slow down the pace of reducing bond purchases while keeping the Benchmark Interest Rate unchanged. This decision will be closely followed by the bond market.

BlockBeats news, on June 15, glassnode published an analysis stating that although Bitcoin's current market capitalization is much higher than in the past, the performance of this cycle is not significantly different from previous ones: · 2015–2018: rose by 1076%; · 2018–2022: rose by 1007%; · From 2022 to now: rose by 656%. This indicates that the demand for Bitcoin in the market is rising in line with its increasingly mature pace – a remarkable signal of sustained interest from investors.

The Puell Multiple indicator, which measures the ratio of miners' daily earnings to their average annual earnings, is still close to the discount zone and is currently below 1.40, according to Golden Finance. The analysis shows that despite the sharp rise in prices, miners' revenue growth has not kept pace, which could mean that the current market is mainly driven by external factors such as institutional demand, ETFs, or a tightening of circulating supply. The April 2024 halving event further reduced miner earnings. Experts believe that this rare combination of high-price-low indicators suggests that the market may only be halfway through its upward cycle, and that bitcoin is expected to reach new highs in the coming months if miners' revenues grow in tandem with demand.

Jin10 data June 12 - The Ballinger Group states that uncertainty regarding tariffs may lead to a further fall of the US dollar. The dollar fell to a three-year low against a currency basket and to a three-and-a-half-year low against the euro. Later on Wednesday evening local time, Trump stated that the US will send letters to various countries within two weeks detailing their tariff rates. "The tariff drama will continue, and if the US economy really starts to be affected, there is still a lot of room for the dollar to fall." The prospect of the Federal Reserve increasing the pace of interest rate cuts may push the euro against the dollar up to 1.20.

Jin10 data reported on June 11, Reuters survey shows that due to the uncertainty of U.S. tariff policies, the Bank of Japan will abandon plans for another rate hike this year. Most economists expect the next 25 basis point rate hike to occur in early 2026. The majority of respondents also indicated that the Bank of Japan will slow down the pace of reducing government bond purchases starting from the next fiscal year, while three-quarters of respondents expect the Japanese government to reduce the issuance of ultra-long-term bonds. Among the 60 analysts surveyed from June 2 to 10, no one expects the Bank of Japan to raise interest rates at the policy meeting on June 16-17.