關鍵數據和鮑威爾的見解推動市場走勢

本週的經濟日曆充滿了關鍵數據發布和鮑威爾的見解，有望推動市場走勢。焦點將是周四美國 2023 年第四季 GDP 成長率的確認。此外，消費者信心指數和消費者通膨預期報告預計將影響市場動態。請繼續關注，因為這些數據點可能會影響未來幾天金融市場的方向。

Economic Calendar: A Week of Critical Data and Powell's Insights

經濟日曆：一週的關鍵數據和鮑威爾的見解

Is the Economic Data Line-Up Set to Move Markets?

經濟數據是否會影響市場？

This week is shaping up to be a pivotal one for financial markets, with a slew of key economic data releases scheduled. The highlight will be the release of the fourth-quarter 2023 US GDP data on Thursday, March 28, which is expected to confirm an annualized growth rate of 3.2%. Other crucial data points include the Consumer Sentiment Index and Consumer Inflation Expectation reports, also due on Thursday.

本週將成為金融市場的關鍵一周，預計將發布一系列關鍵經濟數據。焦點將是3月28日星期四公佈的2023年第四季美國GDP數據，預計將確認年化成長率為3.2%。其他重要數據包括同樣將於週四發布的消費者信心指數和消費者通膨預期報告。

What's in Store for Inflation Gauges?

通膨指標有什麼用？

Inflation remains a persistent concern, with the annual inflation rate for the United States standing at 3.2% for the 12 months ending February. On Friday, the release of February's Core Personal Consumption Expenditures (PCE) will provide insights into the spending patterns of consumers, excluding volatile items like food and energy. This index is closely monitored by the Fed as a key inflation gauge.

通貨膨脹仍然是一個持續存在的問題，截至 2 月的 12 個月美國年通貨膨脹率為 3.2%。週五發布的二月份核心個人消費支出（PCE）將提供對消費者支出模式的深入了解，不包括食品和能源等波動性項目。該指數作為關鍵的通膨指標受到聯準會的密切監控。

Fed Chair Powell Takes the Stage

聯準會主席鮑威爾登台

Adding to the market's focus, Fed Chair Jerome Powell will deliver a speech on Friday titled "Macroeconomics and Monetary Policy." Investors will be eager to hear his perspectives on the economic outlook and potential clues about the central bank's policy stance. According to CME data, the current probability of the FOMC maintaining interest rates in May stands at 89.1%.

聯準會主席鮑威爾將於週五發表題為「宏觀經濟和貨幣政策」的演講，這進一步加劇了市場的關注。投資者將渴望聽到他對經濟前景的看法以及有關央行政策立場的潛在線索。根據CME數據，目前FOMC 5月維持利率不變的機率為89.1%。

Crypto Market Outlook: Recovery in Sight?

加密貨幣市場展望：復甦在望？

Is Crypto Poised for a Rebound?

加密貨幣準備好反彈了嗎？

Crypto markets experienced volatility last week but appear to have stabilized over the weekend. Total capitalization has increased by 2.5% in the past 24 hours, reaching $2.67 trillion as of Monday morning in Asia. However, markets remain down 7.5% from their multi-year peak earlier this month.

加密貨幣市場上週經歷了波動，但週末似乎趨於穩定。截至週一上午，亞洲總市值在過去 24 小時內成長了 2.5%，達到 2.67 兆美元。然而，市場仍較本月稍早的多年高點下跌 7.5%。

Bitcoin's Recovery

比特幣的復甦

Bitcoin (BTC) is currently trading at around $67,000, having gained 4% on the day. It is still down 10% from its all-time high on March 14. Ethereum (ETH) has also seen a 4% increase, reaching $3,470 this Monday morning in Asia. Most altcoins are experiencing smaller gains, with Solana (SOL), Bitcoin Cash (BCH), and Internet Computer (ICP) standing out with notable increases.

比特幣 (BTC) 目前交易價格約為 67,000 美元，當日上漲 4%。與 3 月 14 日的歷史高點相比，仍下跌 10%。以太幣 (ETH) 也上漲了 4%，本週一亞洲上午達到 3,470 美元。大多數山寨幣的漲幅較小，其中 Solana (SOL)、比特幣現金 (BCH) 和互聯網計算機 (ICP) 的漲幅尤為突出。

Raoul Pal's "Macro Summer" Prediction

拉烏爾·帕爾的“宏觀夏季”預測

Global Macro Investor CEO Raoul Pal believes that "macro summer" has arrived, signaling a period of increased risk appetite and growth in assets such as tech stocks and cryptocurrencies. This optimism stems from improving liquidity conditions.

Global Macro Investor執行長 Raoul Pal認為，「宏觀夏季」已經到來，標誌著風險偏好增強以及科技股和加密貨幣等資產成長的時期。這種樂觀情緒源自於流動性狀況的改善。