QCP: This Friday's PCE data will be the focus of market attention and provide important guidance for the Fed's next move

Mars Finance News, on May 26, QCP released its daily market observation, stating that risk sentiment has been continuously fluctuating. Since late April, risk assets have been steadily rising, with the S&P 500 approaching the 6,000-point mark. However, Trump suddenly proposed raising tariffs on EU goods to 50%, disrupting market calm. Although he later extended the tariff implementation deadline to July 9, causing a brief market stabilization, this move highlights the potentially disruptive nature of policy risks. Meanwhile, inflation remains a macroeconomic focus. Friday's PCE data will be a crucial basis for the Federal Reserve's policy direction. Despite falling oil prices, congestion at European ports is spilling over globally, potentially driving up shipping costs and creating new inflationary pressures. Regarding Bit, the price quickly rebounded to $110,000 after a weekend pullback to $106,000, supported by consecutive 30-day net inflows of spot ETFs (especially BlackRock's IBIT). Notably, while Bit's trend remains robust, tech stocks have shown divergence, with TQQQ experiencing continuous fund outflows since April, indicating that some investors are rotating or hedging. Amid global policy environment volatility, crypto assets are demonstrating greater "maturity".