Nick Timiraos: Forecast shows US December PCE inflation rose 0.37% month-on-month

Gate CBO Kevin Lee: Oil prices move first, inflation follows, and the central bank's path is the ultimate variable

Kevin Lee analyzes the impact of geopolitical conflicts on the market in the article, emphasizing that conflicts do not change the fundamental logic of the market; the key lies in their impact on inflation and central bank policies. In the short term, oil and gold experience significant fluctuations, but if energy supplies remain stable, the market will gradually recover. In the long run, inflation data and policy expectations are more important, and emotional decision-making incurs high costs. Understanding market patterns is crucial for managing volatility.

Switching from crypto to stocks? Cryptocurrency liquidity shifts to the US stock market, with AI becoming the best cross-market aid

According to Wintermute's research, retail investor funds are flowing heavily into the US stock market, gradually decoupling from the crypto market. The crypto market has entered a mature phase, with retail investors seeking higher capital efficiency shifting towards more volatile stock markets. Generative AI has boosted retail investors' confidence, making it easier for funds to move between the US stock market and the crypto market, leading to a transformation of cryptocurrencies into a component of investment portfolios.

New York Investment Maintains Federal Reserve Rate Cut Expectations, Oil Prices Surge Short-Term Difficulty in Shaking Policy Path

ChainCatcher reports that, according to Jinshi, Saira Malik, an investment analyst at New York-based firm Nuven, stated in a research report that the widespread impact of the US and Israel's attacks on Iran remains to be seen. She believes that global markets may experience more volatility, and the far-reaching effects will become clearer over time. While the surge in oil prices could push inflation higher, Malik expects this will not affect the Federal Reserve's policy in the short term. She maintains her forecast of two interest rate cuts by the Fed this year and believes that the 10-year US Treasury yield will fluctuate around 4%.

PMI returns to expansion territory! Will the altcoin season restart in 2026? Key macro signals are emerging.

U.S. manufacturing PMI remains above 50 for two consecutive months, indicating economic expansion, which could support the altcoin market in 2026. Analysts believe that PMI improvement may boost investors' risk appetite, benefiting high-risk assets, but the market still faces oversupply and low liquidity issues. Future trends need to be observed.

Bitunix Analyst: Hormuz Risk Escalation, Oil-Gold Chain Activation, BTC Upside Short Liquidity Accumulation

Dubai Gold Air Transport Hub flights suspended, Iran closes the Strait of Hormuz, leading to a sharp rise in oil prices and increased inflation expectations. Institutions favor gold, but rising oil prices may suppress gold prices. In the crypto market, BTC fluctuates between 69,500 and 70,500, with market focus on short squeeze and liquidity changes. Overall, macro volatility has increased, and BTC remains within the range, trading sideways.