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Ultima Markets杰克逊霍尔前持稳;亚洲股市延续涨势,加密货币回落
Sou Hu Cai Jing·2025-08-19 10:44

Group 1 - Global markets are generally flat as investors await key developments, including the Jackson Hole global central bank meeting and Ukraine peace talks [1] - Oil prices and the US dollar are fluctuating within a narrow range, reflecting rising geopolitical uncertainty and low risk sentiment [1] Group 2 - Asian stock markets continue to rise, driven by expectations of monetary easing, with Japan's Nikkei index and Taiwan's stock index reaching new highs, and Chinese blue-chip stocks climbing to their strongest level in nearly 10 months [2] - The recent rally is supported by strong earnings reports from US tech stocks and an 85% probability of a Federal Reserve rate cut in September [2] - However, an unexpected rise in the Producer Price Index (PPI) has dampened optimism, raising concerns that cost pressures may eventually pass through to consumers, potentially delaying or reducing the extent of Fed rate cuts [2] Group 3 - Cautious sentiment prevails ahead of the Jackson Hole meeting, with global stock markets slightly declining and cryptocurrencies experiencing larger pullbacks due to their higher sensitivity to risk appetite [3] - The recent pullback in stocks and cryptocurrencies is primarily attributed to profit-taking after a strong rebound, as the market adopts a more cautious stance before key events [3] Group 4 - Bitcoin faces profit-taking pressure around the $125,000 mark, but as long as the support level at $112,000 holds, the medium-term upward trend remains intact [5] - A significant sell-off in Bitcoin may require stronger risk aversion catalysts, likely dependent on the outcomes of the Jackson Hole meeting [6] Group 5 - Market attention is now focused on the Jackson Hole global central bank meeting, where Federal Reserve Chairman Jerome Powell is expected to provide key signals regarding monetary policy outlook [7] - Investors are looking for confirmation of a September rate cut, but a cautious tone from Powell, especially in light of the unexpected rise in US producer prices, could temper dovish expectations [7] - Upcoming inflation and employment data in the US over the next few weeks will also play a decisive role in shaping the policy path for the remainder of the year [7]