煌道 | 交易之道|3月 13, 2025 05:12
The uncertainty brought about by the 3.13 tariff war
1. The US CPI in February was slightly lower than expected, and technology stocks rebounded slightly. However, what is important is the performance of CPI after the imposition of tariffs. If the tariff war causes CPI to rise instead of decrease in the next few months, it will delay the process of interest rate cuts and QT, and the market will face uncertainty, leading to capital being eliminated and waiting to see
2. BTC has not yet fallen to the level of 74000, and once it falls to this area, it will also drive a significant rebound
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