宏观分析师Jordi Visser看好美光与长寿经济主题
Telegram频道转发称，宏观分析师Jordi Visser认为美光存在60%至80%上行空间，并称长寿经济是高确定性主线。
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Telegram频道转发称，宏观分析师Jordi Visser认为美光存在60%至80%上行空间，并称长寿经济是高确定性主线。
菲利普诺瓦分析师称，现货黄金一度跌至每盎司3900美元后小幅回升。美债收益率高位、美元偏强及进一步收紧预期仍限制金价反弹。
A Sumitomo Mitsui Banking Corporation report said that different US midterm election outcomes would have a limited impact on the interest-rate market; if the Democratic Party controls both chambers, expanded healthcare spending could push Treasury yields higher.
FedWatch Advisors founder Ben Emons said that a U.S. Treasury sell-off driving yields higher can partially tighten financial conditions, but the Federal Reserve may still need to raise interest rates this year if inflationary pressures persist.
Standard Chartered strategists said that simultaneous increases in U.S. equities and U.S. Treasury yields have historically tended to benefit risk-sensitive currencies such as the Canadian dollar and Australian dollar. If rising yields stem from risk premia or inflation risk, this relationship may fail.
According to CLS, DBS Bank strategist Eugene Leow expects rising safe-haven demand to drive the 10-year US Treasury yield lower to in the short term 4.8%。
Cointime's Today's Headlines stated that BTC briefly rose to 83,019 USD，ETH rose above 2,440 USD; oil prices and 10-year U.S. Treasury yields rose, and it listed multiple crypto and regulatory developments.
According to the Cointime summary, the 10-year U.S. Treasury yield reached 5.14%, while Bitcoin fell below 82000 USD and leveraged liquidations occurred; the market is also watching crude oil volatility and U.S. pending home sales data.
Citing Bitunix analysis, BlockBeats said that inflationary pressure, declining bond yields, and AI asset valuation pullbacks have created a pricing divergence; inflation, Federal Reserve signals, and AI valuation performance warrant further attention.
QCP said in its latest market analysis that BTC has recently traded in a range between 80000 and 83000 USD, with strong support near 80000 USD. It believes volatility may increase after options expire, and macro risk-asset trends should be monitored.
PANews, citing a CITIC Securities research report, said that after U.S.September CPI、PPI exceeded expectations, long-end U.S. Treasury yield reactions rapidly weakened. The report believes that the focus of long-end pricing is shifting toward growth and AI capital expenditure cycle risks.
Coinbase and Glassnode stated in their Q4 market outlook that Bitcoin rose against the backdrop of rate hikes and elevated U.S. Treasury yields 43%, and that the market has moved from bottoming into an initial recovery.