A Golden Finance report stated that JPMorgan (JPM) said in a research report on Wednesday that the net inflow of digital assets has reached 12 billion US dollars so far this year. If funds continue at the same pace, this number may increase to 26 billion US dollars by the end of the year. Relatórios indicam que o ETF Bitcoin spot atraiu um influxo líquido de 160 bilhões de dólares. Com isso, juntamente com o volume de futuros da Bolsa de Mercadorias de Chicago (CME) e os fundos levantados por investimentos de risco em criptomoedas, o influxo total no mercado de ativos digitais este ano aumentará para 250 bilhões de dólares. Apesar disso, nem todo esse influxo é necessariamente novo capital entrando no campo das criptomoedas. O analista liderado por Nikolaos Panigirtzoglou escreveu: "Acreditamos que as carteiras digitais das exchanges podem estar migrando significativamente para novos ETFs de Bitcoin à vista."

1. Goldman Sachs: It is expected that a "huge flow of funds" will pour into US stocks in Q3. 2. Jefferies: US Federal Reserve policy may slow down the pace of interest rate cuts by the European Central Bank. 3. Pansun Macro: PMI shows continued improvement in the eurozone economy at the beginning of the year. 4. Capital Economics: It is expected that the Bank of Canada will cut interest rates three more times this year. 5. BNP Paribas: The US economic growth rate seems to have slowed down, and the focus tonight will be on ISM and the Bank of Canada. 6. ING Bank: The European Central Bank is expected to cut interest rates and there is still room for interest rate cuts. 7. Rabobank International: Weak US economic data and interest rate cuts by the Bank of Canada may weaken the US dollar. 8. Rabobank International: The Bank of Canada has given the green light for "selling the Canadian dollar". 9. Rabobank International: It is expected that the Bank of Canada will cut interest rates again in July and a cumulative 100 basis points by October. 10. Rabobank International: The Bank of Canada may further cut interest rates by 75 basis points in the second half of the year. 11. Canadian Imperial Bank of Commerce: Regardless of whether the Bank of Canada cuts interest rates, the Canadian dollar is unlikely to break out of the 1.36-1.3750 range.

Barclays and Bank of America analysts noted that the Bank of England may slow down its pace of tapering in September.

Odaily Planet Daily News Analysts say Steve Goldstein, the market's initial reaction is positive - stocks rise and bonds are also rising. S&P 500 futures rose from flat to 0.5%, and the yield on 10-year US Treasury bonds fell by 11 basis points. From the data, not only did US April seasonally adjusted CPI monthly rate record 0.3%, lower than expected, but also retail sales in April did not increase. After the CPI data was released, the market expected the pace of Fed rate cuts in 2024 to accelerate. (Jin Shi)