Macroeconomic Hotspots Interpretation

Apr 12,2023
All attention to tonight's CPI and tomorrow's ETH unlock : 1. CPI core expected to be 5.6% YoY, compared to last month's 5.5% 2. During the first week of Shanghai Upgrade, we expect a 100k-200k ETH unlocked for sale. 3. The hedge fund short position is second largest only to the one right before the 2008 GFC, as shown in the graph.
An in-depth look at inflation trends, monetary policy, commodities, derivatives flows and geo-factors. On the one hand, crypto assets are increasingly part of the global macro map, but crypto asset prices react more slowly to macro factors than traditional markets, with information gaps and scope for arbitrage. On the other hand, macro liquidity is like gravity to the price of risky assets, with medium to long-term price movements ultimately reflecting macro liquidity. This indicator provides a real-time interpretation of macroeconomic hotspots. It facilitates users to understand the cycle more clearly and understand the macro fundamentals. By #Junjie @Yvonne19_1
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