ChainCatcher 消息，亚洲主要股指周一暴跌，因白宫官员没有表现出放弃其全面关税计划的迹象，投资者押注美国经济衰退风险上升，最早可能在 5 月降息，期货市场迅速反映出美国今年近五次降息 25 个基点的预期。 悉尼 ITC Markets 高级外汇分析师 Sean Callow 表示：“唯一真正的熔断因素是特朗普总统的言论，几乎没有迹象表明，市场抛售对他造成的困扰足以让他重新考虑他几十年来一直相信的政策立场。”此前投资者曾认为，数万亿美元的财富损失以及可能对经济造成的重创，会让特朗普重新考虑他的计划。

ChainCatcher 消息，Coinbase 机构近日发布“Takeaways from Token2049”报告，总结了在新加坡举行的 Token2049 和 Solana Breakpoint 会议的主要见解。 报告写道：“我们预计，由于美国降息和中国的重大财政和货币刺激措施，2024 年第四季度将是建设性的，这将增强市场流动性并支持比特币的表现。”该报告重点关注比特币和高 beta 加密资产，并在未来几个月对市场的整体前景持乐观态度。 报告还讨论了以太坊最近的困境，特别是其不断上涨的交易费用：“随着 DEX 交易量的增加和以太坊 Gas 费的上涨，链上活动正在增长。”然而，尽管最近在美国推出了现货 ETH ETF，但这并没有像比特币那样带来同样的效应。该报告描述道：“尽管许多市场参与者看好 BTC，但我们遇到了一些对 ETH 持怀疑态度的行业人员，因为该代币似乎没有从两个多月前在美国推出的现货 ETH ETF 中受益。”

ChainCatcher news, Brazil's Central Bank President Neto stated that the world is preparing for a rate cut by the United States, and the extent of the cut will depend on the data. (Jin Shi)

ChainCatcher news, according to The Wall Street Journal, a paper written by two economists from the Kansas City Federal Reserve Bank has attracted market attention. The article points out that the time the U.S. interest rates remain above 5% may be much longer than investors expect, possibly until 2026.These economists state that although the Federal Reserve has tightened policy at perhaps the fastest pace since the 1980s over the past year, the rapidly rising inflation is pushing the equilibrium interest rate level in the U.S. economy to rise at a faster rate. Given that economic growth remains so strong (according to the latest estimates, the annualized growth rate of U.S. GDP in the first quarter is 2%), the Federal Reserve may need to keep interest rates at or above the current level for more than three years to bring the inflation indicator PCE index, which the Fed values, back to the central bank's 2% target. (Source link）