温馨提示：本站仅提供公开网络链接索引服务，不存储、不篡改任何第三方内容，所有内容版权归原作者所有
AI智能索引来源：http://www.bee.com/ar/61224.html
点击访问原文链接

What key signals did the US “sleepless night” reveal to the market? | Bee Network

进入原网站 导航首页
What key signals did the US “sleepless night” reveal to the market? | Bee Network Login الأخبار الشائعة منصة إطلاق ميمي وكلاء الذكاء الاصطناعي ديسي مستكشف السلسلة الأعلى لنوبي 100x عملات معدنية لعبة النحل المواقع الأساسية يجب أن يكون لديك التطبيق مشاهير التشفير ديبين الناشئين الأساسية كاشف الفخ الأدوات الأساسية المواقع المتقدمة التبادلات أدوات NFT أهلاً، خروج عالم الويب 3 ألعاب تطبيق خلية نحل منصة النمو إعلان يبحث إنجليزي إعادة شحن العملات تسجيل الدخول تحميل ويب 3 يوني ألعاب تطبيق خلية نحل إعلان بيت•تحليل•النص الرئيسي What key signals did the US “sleepless night” reveal to the market?تحليلمنذ شهرينجديدوايت 16٬739 On November 19th, the US stock and تشفيرcurrency markets were completely sleepless, as Nvidia, the first AI company to go public, was about to release its earnings report, the performance of which would greatly influence subsequent market fluctuations. The Nasdaq once fell to 22,231, the S&P 500 fell to 6,574, and Bitcoin, from around 4:00 AM on November 19th, plummeted from $93,000 to a low of around $88,600.

Fortunately, Nvidia’s financial report brought good news to the market.

Nvidia’s Q3 revenue reached $57 billion, exceeding expectations. As the “shovel seller” of the AI era, Nvidia not only supports half of the Nasdaq but has also become a bellwether for global risk assets. Data shows that over the past six months, the correlation between Bitcoin and the Nasdaq 100 Index (NDX) has remained high. And the Nasdaq’s rise and fall largely depends on Nvidia’s performance.

On November 20th, Beijing time, Nvidia released its Q3 financial report (August-October calendar year), with revenue of $57.01 billion, exceeding the expected $55.19 billion; adjusted EPS of $1.30, exceeding the expected $1.26; and data center revenue of $51.2 billion, a year-on-year increase of 62%.

With its performance remaining unbeatable, NVDA once rose to $187.

In the earnings call, Nvidia CEO Jensen Huang stated that the company’s latest generation of Blackwell architecture chips “sold far beyond expectations, and cloud GPUs are sold out.” He added that “computing demand for training and inference continues to accelerate exponentially. We have entered a virtuous cycle in AI.” During the earnings call, he again refuted the AI bubble theory, saying that there are many claims about an AI bubble, “but from our perspective, it’s completely different.”

Nvidia’s earnings report provided some reassurance to the US stock market, halting its downward trend and triggering a rebound in the crypto market. BTC has now recovered and is fluctuating around $92,000.

Internal divisions within the Federal Reserve leave a December rate cut uncertain. The minutes of the October FOMC meeting released yesterday revealed a rare division within the Federal Reserve regarding whether to continue cutting interest rates in December. Hawkish members explicitly stated that the market is “more data-dependent” and expressed concern about the risk of a rebound in inflation; doves, on the other hand, emphasized that the labor market is cooling rapidly and that a “precautionary rate cut” is needed.

The current target range for the federal funds rate is 3.75%–4.00%, the level following the second 25bp rate cut this year in 2025. However, a statement in the minutes that “a number of participants noted that it might be appropriate to pause” completely surprised the market.

The latest data from the CME FedWatch tool shows that the probability of a 25 basis point rate cut in December has plummeted from 95% two weeks ago to 28%. The latest data from Polymarket shows that the market’s bet on a 25 basis point rate cut by the Federal Reserve in December has fallen to 30%, while the probability of no rate cut has risen to 67%.

Now that expectations for interest rate cuts have been halved, the shadow of tightening liquidity has once again loomed, putting pressure on the prices of risky assets.

To make matters worse, the US November non-farm payroll report has been officially postponed to December 16 – this is because the expiration of government funding has hampered the work of the BLS (Bureau of Labor Statistics). The October non-farm payroll data was already significantly revised downward due to factors such as hurricanes, and the September data was also delayed. Now, the November data will have to wait almost another month.

The market has completely lost its most crucial anchor.

Goldman Sachs’ latest forecast suggests that November’s non-farm payrolls will likely increase by only 50,000 to 80,000 jobs, far below the previous figure of 220,000, and the unemployment rate may rebound to 4.3%. If the data is indeed very weak, the Fed’s hawks will gain a decisive advantage, and the rate-cutting cycle may be paused directly in the first quarter of 2026. Conversely, if the data is unexpectedly strong, it will further strengthen the expectation of “no rate cuts.”

Trump attacks Powell; new Fed appointee may be announced before December 25. Less than two hours after NVIDIA released its financial report, Trump directly attacked Powell in an interview, saying, “I would love to fire him (Powell),” and calling him “extremely incompetent.”

At the U.S.-Saudi Investment Forum in Washington, D.C., Trump urged Treasury Secretary Bessant to expedite the search for a successor to Powell. Trump told Bessant, who was sitting in the audience, “You’d better work harder, Bessant. The only thing Bessant messed up was the Federal Reserve.”

Powell’s term as Federal Reserve Chairman expires next May, while his term as a Federal Reserve Governor runs until 2028. Trump also jokingly pressured Bessant.

Interest rates are too high, Bessant. If you don’t fix this soon, I’m firing you.

He stated that Bessant had been privately urging him not to fire Powell, while Commerce Secretary Lutnick was “more inclined” to fire Powell.

Bessant, who is leading the search for a new Federal Reserve chair, recently stated that Trump will meet with the three final candidates after Thanksgiving on November 27th, and the new candidate may be announced before Christmas on December 25th. According to Polymarket data, the market is currently betting on Kevin Hassett to be the most likely candidate.

هذا المقال مصدره من الانترنت: What key signals did the US “sleepless night” reveal to the market?Recommended Articles

Related: Binance Alpha star GriffinAI suffered a cross-chain hijack: a malicious issuance of 5 billion tokens caused a 99% price Last night (Beijing time), Binance Alpha launched an airdrop of GAIN, the token of the Web 3 AI project GriffinAI, to users with a GAIN score of 210 or higher. However, just 12 hours after the airdrop ended, GriffinAI was hacked, with 5 billion GAIN tokens maliciously issued. This caused the price of GAIN to plummet from a high of approximately $0.163 to approximately $0.003 within an hour, nearly reaching zero. As of this writing, the price of GAIN has rebounded to around $0.026. Around 9:30 AM, the hacker began trading the newly issued GAIN for BNB, then cross-chain trading to Ethereum, and began transferring the stolen funds to Tornado Cash. After an investigation, GriffinAI founder Oliver Feldmeier tweeted that the hacker launched the attack by introducing an unauthorized LayerZero…

تحليل ## بيتكوينعملة # المشفرة# السوقأداة #© 版权声明المصفوفة 上一篇 Is Bitcoin poised for a breakout? Three key factors for a December price surge. 下一篇 The Fed meeting minutes revealed serious disagreement: many believed a December rate cut was inappropriate, and some worried about a disorderly stock market decline. 相关文章 Meta acquires nearly half of Scale AI’s equity at a sky-high price. How can Web3 AI get rid of bias? 6086cf14eb90bc67ca4fc62b 32٬063 3 MyStonks’ core products are officially deployed on BNB Chain, ushering in a new era of multi-chain US stock tokens. 6086cf14eb90bc67ca4fc62b 19٬711 1 Zcash surged 10 times in a short period; is the privacy sector becoming the next narrative? 6086cf14eb90bc67ca4fc62b 17٬448 1 Can the AI framework BSCAN become a new paradigm for encryption? 6086cf14eb90bc67ca4fc62b 33٬482 1 Weekly Editors Picks (0531-0606) 6086cf14eb90bc67ca4fc62b 28٬736 2 The Monad airdrop, which was once a hot topic on the test network, is imminent. Do users need to complete tasks within a 6086cf14eb90bc67ca4fc62b 21٬326 2 Bee.com أكبر بوابة Web3 في العالم الشركاء كوين كارب بينانس CoinMarketCap كوين جيكو كوين لايف الدروع قم بتنزيل تطبيق Bee Network وابدأ رحلة web3 ورق ابيض الأدوار التعليمات © 2021-2026. جميع الحقوق محفوظة. سياسة الخصوصية | شروط الخدمة تحميل تطبيق Bee Network وابدأ رحلة web3 أكبر بوابة Web3 في العالم الشركاء CoinCarp Binance CoinMarketCap CoinGecko Coinlive Armors ورق ابيض الأدوار التعليمات © 2021-2026. جميع الحقوق محفوظة. سياسة الخصوصية | شروط الخدمة يبحث يبحثفي الموقععلى تشيناجتماعيأخبار العنوان: صيادو الإنزال الجوي تحليل البيانات مشاهير التشفير كاشف الفخ العربية English 繁體中文 简体中文 日本語 Tiếng Việt 한국어 Bahasa Indonesia हिन्दी اردو Русский العربية

智能索引记录