Monetary Policy

On Friday evening, September 4, Beijing time, the U.S. Bureau of Labor Statistics will release the August NFP report. The data will be released during the final week before the FED’s September policy meeting (September 15–16), making its potential market impact self-evident. However, in Bank of America’s view, the NFP report is more of an “appetizer.” The “main course” that will truly determine whether the FED raises rates in September remains the August Consumer Price Index (CPI), scheduled for

Bitcoin is facing dual pressure from inflation concerns triggered by rising oil prices and expectations of a FED rate hike, and was temporarily trading at around $77,000 on September 3. WTI crude oil was trading at around $90.80 per barrel, up approximately 35.48% cumulatively from $67.02 before the outbreak of the Iran war. U.S. President Trump posted on Truth Social proposing that the Strait of Hormuz be renamed the “Trump Strait,” claiming that the United States has almost complete control ov

Bitcoin and gold markets are experiencing correlated movements as gold retraces gains from August. CryptoTwitter commentator Ran Neuner reported that interest rate hike odds have risen to 70%, up from 40% last week. The shift is driven by energy prices and economic discussions at Jackson Hole.

Kalshi is pricing a 25-basis-point September rate increase at 59% against 42% for no change, with other reported measures putting the probability at 60% to 68% before the September 15-16 Federal Open Market Committee meeting. Fed rate-cut odds have dropped to just 1%. The repricing follows a

According to Kalshi, market pricing for a 25-basis-point rate increase in September has reached 59% to 68% ahead of the Federal Open Market Committee meeting on September 15-16. Fed rate-cut odds have collapsed to just 1%, as markets shift expectations toward tighter policy rather than potential eas

According to Bitmine CEO Tom Lee, interviewed by CNBC on September 2, he expects the U.S. stock market will perform strongly in September. Lee believes that upcoming employment data, CPI reports, and Federal Reserve rate decisions could ease inflation concerns. He noted that crypto markets surged

According to Circle's official blog, Circle President Heath Tarbert will testify before the U.S. House Financial Services Committee, calling for completion of regulatory frameworks for stablecoins and digital assets. Tarbert's testimony states that approximately 98% of global stablecoin value is

Bitcoin (BTC) traded at $77,264 on Wednesday as the Federal Reserve rate outlook shifted from a tail risk to the base case for a September hike. The cryptocurrency declined 0.2% on the day and 1.6% on the week, per TradingView, while remaining up 22% over 30 days after surging toward $81,000 in

The European Central Bank (ECB) proposed integrating blockchain technology into its digital euro initiative this week, while Sberbank announced plans to accept ether and USDT as collateral for loans. The US Treasury proposed the GENIUS Act, which would require exchanges to audit foreign

Bitcoin (BTC) has weakened further, falling back to around $77,360 on September 2. The U.S. Securities and Exchange Commission (SEC) has proposed updating the rules for registered transfer agents to adapt to the era of blockchain and tokenization; the rules have not undergone major revisions since the late 1970s. Singapore is considering allowing cross-border stablecoins jointly issued by multiple parties to be included in its regulatory framework, reconsidering its previous decision to limit th

On August 31, Donald Trump said U.S. interest rates are too high, yet markets are pricing a 60% probability of a September Fed rate hike as of September 1. According to Polymarket, a 25-basis-point increase was at 56.5% at 12:05 UTC on September 1, with repricing lifting odds to around 60% by

Bitcoin fell below $77,000 Tuesday evening and Ethereum dropped under $2,400 as renewed U.S.-Iran fighting pushed oil sharply higher and intensified a broader risk-off move across financial markets. The latest leg lower followed fresh U.S. strikes against Iranian targets after attempted attacks on c

Gold continued to retreat after touching a three-month high of $4,697 last Tuesday (Aug. 25), falling approximately 6.7% cumulatively as of Sept. 1 and trading near $4,380. For gold, which had just risen nearly 10% over the previous month, this pullback has sparked disagreement over its short-term direction. Data from Gate 行情 showed that, as of Sept. 1, 2026, the gold-backed stablecoin Tether Gold（XAUT）价格 was trading at $4,379, down 1.54% over the past 24 hours; PAX Gold（PAXG）价格 was trading at $

The US Labor Department will release August non-farm payroll (NFP) data on September 7 at 9:30 PM Korean time (8:30 AM Eastern time), amid heightened concerns over a September interest rate hike following Fed Chair Kevin Warsh's hawkish remarks on August 28. The NFP, which tracks employment

As of September 1, Bitcoin had edged back up to around $78,770 but still failed to reclaim the $80,000 mark. Iran launched missiles overnight at two U.S. Air Force bases in Jordan, and U.S. President Trump said in the White House Oval Office and in an interview with Fox News, “We’re going to hit them hard.” Trump also said U.S. GDP growth could reach as high as 20% and stated that such growth would not cause inflation, arguing against Fed rate hikes despite strong economic data. Direct U.S.-Iran

According to BlockBeats, Bitmine chairman Tom Lee said in a CNBC interview yesterday that if the Federal Reserve maintains interest rates unchanged in September, the stock market could see a very strong rebound, with the Fed's September 15 meeting as a potential turning point. Lee forecasts that