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Morgan Stanley chief economist Michael Gapen said on July 28 that the FOMC will likely hold rates at this week's meeting, arguing the case for a hike is less compelling than in June as post-June data showed moderating job growth. A confirmed pause would ease upward pressure on UST yields and the DXY, supporting rate-sensitive risk assets including NASDAQ equities and BTC/ETH beta. The read hinges on whether upcoming employment and inflation prints validate the softening trend or revive hike expectations for the following meeting.
As a Research signal, watch whether it changes price action, volatility, or flows around IXIC, BTC, KRW=X.
Original Source: 연합인포맥스
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Influencer Threads
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