#美国宏观经济数据 Looking at this wave of data and commentary, I have to be straight with you: Trump touts 4.3% GDP and brags about tariff policies, but then Fed Chair Powell turns around saying "inflation is still a major problem, we need to keep rates steady until spring"—these two voices contradict each other. What does that tell us? It means the underlying logic hasn't been figured out yet.
I've seen this play out too many times on-chain. On one hand, everyone's shouting that the economy is improving, while on the other hand, they're worried about sticky inflation. This is the core contradiction in market pricing. 61 economists got their predictions wrong, and only a handful got it right—sure, that sounds great, but don't get seduced by the narrative of "I'm smarter than the experts." The real danger isn't whether predictions are right or wrong, but rather when this kind of optimistic expectations coexist with inflation concerns, market volatility becomes the perfect opportunity to liquidate retail positions.
Tariffs boosting GDP, strong consumption—the data looks good, but is there really no inflation? The Fed's attitude already told us the answer—what they're seeing in reality is different from the press releases. This is a lesson bought with blood: when macro data looks beautiful, that's often when risks are most hidden, especially when official statements show discrepancies. Don't let short-term prosperity cloud your judgment. This situation will continue to twist until spring. Stay vigilant and make your moves only when the wind direction becomes truly clear.
#美国宏观经济数据 Looking at this wave of data and commentary, I have to be straight with you: Trump touts 4.3% GDP and brags about tariff policies, but then Fed Chair Powell turns around saying "inflation is still a major problem, we need to keep rates steady until spring"—these two voices contradict each other. What does that tell us? It means the underlying logic hasn't been figured out yet.
I've seen this play out too many times on-chain. On one hand, everyone's shouting that the economy is improving, while on the other hand, they're worried about sticky inflation. This is the core contradiction in market pricing. 61 economists got their predictions wrong, and only a handful got it right—sure, that sounds great, but don't get seduced by the narrative of "I'm smarter than the experts." The real danger isn't whether predictions are right or wrong, but rather when this kind of optimistic expectations coexist with inflation concerns, market volatility becomes the perfect opportunity to liquidate retail positions.
Tariffs boosting GDP, strong consumption—the data looks good, but is there really no inflation? The Fed's attitude already told us the answer—what they're seeing in reality is different from the press releases. This is a lesson bought with blood: when macro data looks beautiful, that's often when risks are most hidden, especially when official statements show discrepancies. Don't let short-term prosperity cloud your judgment. This situation will continue to twist until spring. Stay vigilant and make your moves only when the wind direction becomes truly clear.