#Strategy加仓比特币 $SENT $COTI $AXS Inflation data finally arrives — November core PCE year-over-year 2.8%, month-over-month 0.2%. It seems to meet expectations, but this data is actually "expired" because the shutdown delayed it by several weeks. The question is, with the Fed meeting next week, what decisions can they make based on this stale data?

Inflation is still somewhat sticky, which cannot be denied. But the fresh data for December hasn't come out yet, and what we see now are two cards: decent employment and okay consumption. The scenario of pausing rate cuts in January is basically set in stone, but how long this "stability" can last is anyone's guess. The government shutdown has caused economic data to be all over the place, and the market outlook we see is as blurry as through frosted glass.

Suddenly, the plot takes a sharp turn! Trump unexpectedly announced that no tariffs will be added to the EU. This statement immediately jolted global markets, Bitcoin instantly surged above 90,000, and risk assets all shot up📈. Don’t think this is just about geopolitical winds; fundamentally, it’s the market’s liquidity expectations that have changed.

One statement can boost the market, and Twitter’s influence once again redefines perception. In this market, compared to analyzing candlestick charts and technicals, macro narratives and sudden tweets are often the real short-term triggers💥.

The current situation is indeed a bit tense: data is lagging, policies are still uncertain, and market nerves are especially sensitive. Is the Fed next week truly calm, or is it just a brief lull before the storm? What are Trump’s long-term plans brewing behind the scenes? What do you think about this rebound — is it a real turning point or just another false alarm in the market? Share your thoughts in the comments!👇