This week's Super Central Bank Week: Global macroeconomic landscape enters a dense turning point window, with risk asset volatility expected to fully amplify.


Key timeline overview (Beijing time):
▫️Tuesday 14:30 Bank of Japan interest rate decision
▫️Wednesday 21:45 Bank of Canada rate meeting
▫️Thursday Annual key market day
02:00 Federal Reserve interest rate decision
02:30 Powell's final public speech during his term, directly guiding short-term liquidity expectations
20:15 European Central Bank interest rate decision
20:30 US core PCE inflation data
Saturday Berkshire Hathaway Annual Shareholders Meeting
Breaking down the core impact from a macro perspective:
The current collective policy implementation by various central banks, combined with the disclosure of key inflation data, is the most important pricing window in Q2.
The market consensus is that the Federal Reserve will keep interest rates unchanged; the focus is not on rate hikes or cuts but on future monetary policy guidance.
Currently, capital markets are highly dependent on easing expectations. Once hawkish signals appear, delaying rate cuts, US Treasury yields, and the dollar will strengthen, directly suppressing high-volatility risk assets like cryptocurrencies. Conversely, if mild dovish signals are released, it will provide ongoing liquidity support to the market.
Combined with tonight’s ECB policy and core PCE inflation data, multiple messages resonating together could cause rapid two-way shakeouts in the market this week.
Buffett’s annual shareholder meeting will further reflect top-tier capital’s attitude towards the current economy, cash reserves, and risk asset allocation, indirectly influencing overall risk appetite.
Personal practical view: Do not prematurely bet on a single directional move in the short term; strictly control positions to avoid random fluctuations. All key signals focus on Thursday—first observe the Fed’s policy and speech tone, then confirm the trend with inflation data. Trading with the trend is far more important than guessing or betting.
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