上海米哥(蓝V回关)
上海米哥(蓝V回关)|May 24, 2026 01:42
The Federal Reserve suddenly issued a "rate hike secret order"! A heavy signal flows out at 3am, and the cryptocurrency market is going to change tonight? Crypto Saint Ze 4 hours At 3am, the coffee cups of Wall Street traders shattered on the ground. Not because of the mouse, but because of a just popped up alert The Federal Reserve may raise interest rates. Today, May 23, 2026, a true "time bomb" hit the global financial markets. The latest data from the interest rate swap market shows that bond traders have fully digested the expectation of the Federal Reserve raising interest rates this year. The market firmly believes that the new chairman Kevin Walsh will have to take swift action to curb inflation. That's right, raising interest rates, not lowering interest rates. This means that the probability of the Federal Reserve's next move, interest rate hikes and cuts, has become a "50-50 opening". And this is just an opening statement. Kevin Walsh is sworn in! White House emergency meeting, Powell era comes to an end Just yesterday (May 22nd), something unconventional happened The newly appointed Federal Reserve Chairman Kevin Walsh was sworn in directly at the White House, presided over by President Trump himself. You didn't read it wrong. This ceremony was not held at the headquarters of the Federal Reserve, but directly at the White House. This is extremely rare in American history, sending a strong signal that the new Federal Reserve cannot wait any longer. Upon taking office, Walsh faced a situation that could be described as' hellish difficulty ': Triple pressure: persistent high inflation, soaring bond market yields, and overseas investors selling $138.4 billion in US Treasury bonds in a single month. On the same day, Federal Reserve Governor Waller delivered another "hawkish punch": I support sending a clear signal that the Federal Reserve's next interest rate action is equally likely to be a rate hike or a rate cut. If inflation does not start to slow down soon, the possibility of future rate hikes cannot be ruled out- With Waller's statement, short-term US bond yields quickly rose by over 3 basis points, and the US dollar strengthened accordingly. - The market exploded instantly - the probability of interest rate hikes has skyrocketed to 70%! - But is the Dow Jones Industrial Average hitting new highs? The internal differentiation of technology stocks is eerie Walsh just took office+Waller hawks+the probability of interest rate hikes skyrockets - in theory, the stock market should plummet, right? no Yesterday, the three major indexes of the US stock market collectively closed higher. The Dow Jones rose 0.58% to close at 50579.70, once again setting a new historical high! - But if you look closely, there has been an astonishing divergence within technology stocks: Tesla: Rising nearly 2% Apple: Rising by over 1% Nvidia: Down nearly 2%, chip leader can't hold on anymore! Google: Down over 1% The seven sisters no longer ran together. Someone is rushing up into the sky, and someone is smashing into the pit. - ️ Crude oil approaches the $100 ceiling Today's crude oil market is also at a 'delicate crossroads'. WTI crude oil futures closed at $96.6 per barrel, while Brent crude oil closed at $103.54 per barrel. - The situation is very delicate: high oil prices have already led to a decline in oil demand, and market consensus is slowly forming - Brent crude oil is likely to be locked around $100 in the next year. Can't it rise anymore? But it can't fall either. - Geopolitics is still pulling, and both long and short sides are waiting for the next signal. Chat about traditional finance at Binance Square Alright, we've come to a close on the Federal Reserve's trump card. Now, pull your gaze back - let's talk about a topic that cryptocurrency enthusiasts are most concerned about: Recent pullback in gold prices - is it a "bull market peak" or a "reversal"? The recent trend of gold has made it difficult for countless people to sleep well. On May 19th, COMEX gold futures prices plummeted to $4467 during trading. For several consecutive days, it has been tearing and tugging around the $4500 mark, but has not been able to form an effective breakthrough. - On May 21st, it was even more exciting - spot gold plummeted 1% during trading and miraculously pulled up again, finally barely closing at $4543, breaking out of the classic "deep V long legs". - The market atmosphere is extremely tense. Someone shouted, 'We've reached the top, run!'! And I just want to calmly say: Don't rush to chase after the rise and kill the fall. Let's first take a look at the following set of data and then make a judgment: In the short term, both long and short sides have their own trump cards The logic of bears is very straightforward: The yield of US treasury bond bonds hit a new high in nearly 19 years, and the funds flowed from interest free assets (gold) to interest bearing assets (US bonds), so gold naturally came under pressure. - But the reasons for the bulls are more hardcore: 中国 The People's Bank of China: At the end of April, gold reserves reached 74.64 million ounces, an increase of 260000 ounces month on month - the 18th consecutive month of increased holdings! Polish central bank: plans to significantly increase holdings of gold reserves Global emerging country central banks: The trend of buying gold at low prices is still continuing, providing bottom support for medium and long-term prices. - The actions of the central bank are more important than any technical analysis. Their holding period is not calculated in hours, days, or weeks, but in years. In the medium to long term, the money has already been priced Goldman Sachs maintains its forecast of $5400 per ounce for gold prices by the end of 2026. Bank of America: has raised its average gold price forecast for 2026 to $5093 and maintained a 12-month target price of $6000! - The $4500 sideways oscillation you are seeing now is more like a reversal of the market, rather than a "bull market peak". Of course, it's not a novice chasing high, but a hunter who understands cycles. The only variable to be wary of If Walsh decisively raises interest rates after taking office and the US dollar strengthens significantly, gold will indeed continue to face pressure in the short term. But then again, the more aggressive the interest rate hike, the deeper the market's concerns about economic recession, and the earlier the demand for safe haven gold will erupt. This is the 'reflexivity' of macro markets. The final honest statement The change of leadership of the Federal Reserve, the rekindling of interest rate hikes, the gold pullback, the differentiation of the seven sisters, and the crude oil freeze at the door of $100... These series of signals together, in fact, only show one thing: The global capital tide is quietly shifting. People who understand this are quietly changing warehouses. People who don't understand are still asking 'which currency should I buy'. Chat about traditional finance at Binance Square Don't just focus on the K-line jumping up and down. The new team of the Federal Reserve, the 4500 pass for gold, the internal division of the seven sisters, and the $100 crude oil are the real tide engines behind the currency circle. Half of the money you earn in the cryptocurrency industry comes from macro cyclical rewards. If you want to be a sickle, don't just shout. Shanghai Migoland V is in the process of mutual closure and return....
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