Jerome Powell sorgt in Wyoming für Kursexplosion/ Jerome Powell causes share price explosion in Wyoming
In seiner mit Spannung erwarteten Rede auf der jährlichen Tagung der Fed in Jackson Hole, Wyoming, verwies Zentralbankchef Jerome Powell laut einem vorab verbreiteten Redemanuskript auf „weitreichende Veränderungen“ in der Steuer-, Handels- und Einwanderungspolitik. Das Ergebnis sei, dass sich „das Gleichgewicht der Risiken zu verschieben scheint”, zwischen den beiden Zielen der Fed, die aus Vollbeschäftigung und Preisstabilität bestehen.
Die Börsen reagierten unmittelbar auf die Vorab-Veröffentlichungen zur Rede auf Börsensendern wie CNBC.
Sie interpretieren Powells Aussagen als Ankündigung einer lang ersehnten Zinssenkung.
Der Dow-Jones-Index an der New Yorker Börse sprang daraufhin um mehr als 700 Punkte in die Höhe und markierte ein neues Allzeithoch. In Deutschland gewann der Dax rund 100 Punkte oder 0,5 Prozent.
Update: Bis 17 Uhr MESZ beschleunigte sich die Rally:
Powell stellte fest, dass sich der Arbeitsmarkt weiterhin in guter Verfassung befinde und die Wirtschaft „Widerstandsfähigkeit” gezeigt habe. Allerdings wachse das Risiko für Rückschläge. So würden die Zölle das Risiko eines erneuten Anstiegs der Inflation mit sich bringen – ein Stagflationsszenario, das die Fed vermeiden müsse.
US-Präsident Donald Trump hatte zuletzt immer wieder öffentlich Zinssenkungen gefordert und den Notenbankchef direkt als "too late Powell" ("Zu spät-Powell") beschimpft.
Darum schießt Bitcoin in die Höhe
Gleichzeitig adressierte Powell die Überprüfung des geldpolitischen Rahmenwerks: Nach fünf Jahren rückt die Fed vom 2020 eingeführten Ansatz einer flexiblen durchschnittlichen Inflationssteuerung (FAIT) ab und kehrt zu einer orthodoxeren Ausrichtung zurück.
Damit will die Notenbank auf hartnäckige Preisdruckfaktoren – etwa Zölle – und die veränderte Konjunkturlage reagieren.
Für die Märkte heißt das: Eine Zinssenkung im September ist wahrscheinlicher geworden, auch wenn Powell sich nicht festlegte und Datenabhängigkeit betonte.
In den Stunden vor Powells Rede lag die Wahrscheinlichkeit einer Zinssenkung im September laut CME FedWatch noch bei nur 69 Prozent. Nun liegen die Quoten bei über 90 Prozent.
Bitcoin schoss infolge Powells Aussagen auf über 117.000 US-Dollar und damit um über 3 Prozent in die Höhe, Ethereum sogar um über 9 Prozent.
Ich zitierte aus folgenden Artikeln...
https://www.btc-echo.de/schlagzeilen/nach-powell-rede-darum-schiesst-bitcoin-in-die-hoehe-214032/
Mein persönliches Fazit:
Zinssenkungen sind nicht nur für den Kryptomarkt ein positives Signal. Auch der Aktien- und Immobilienmarkt wird davon profitieren.
Das ist besonders für mich interessant, da ich gemeinsam mit meiner Frau und dem Internationalen Bund im nächsten Jahr wieder ein größeres Immobilienprojekt plane. Zinssenkungen würden die Realisierung dieses Projekts wesentlich vereinfachen. Meine persönliche Beobachtung lässt mich zu dem Schluss kommen, dass die gesamte Bauwirtschaft aktuell unter hohen Zinsen leidet und Zinssenkungen daher dringend notwendig sind.
Wer keine Immobilie kaufen möchte, investiert eben in Aktien oder Kryptowährungen.
English
In his highly anticipated speech at the Fed's annual meeting in Jackson Hole, Wyoming, central bank chairman Jerome Powell, according to a pre-release transcript, referred to "far-reaching changes" in tax, trade, and immigration policies. The result, he said, is that "the balance of risks appears to be shifting" between the Fed's two goals of full employment and price stability.
The stock markets reacted immediately to advance coverage of the speech on financial networks such as CNBC.
They interpret Powell's statements as an announcement of a long-awaited interest rate cut.
The Dow Jones Industrial Average on the New York Stock Exchange subsequently jumped by more than 700 points, setting a new all-time high. In Germany, the DAX gained around 100 points, or 0.5 percent.
Update: By 5 p.m. CEST, the rally had accelerated:
Powell noted that the labor market remained in good shape and that the economy had shown "resilience." However, the risk of setbacks was growing. For example, the tariffs would bring with them the risk of a renewed rise in inflation – a stagflation scenario that the Fed must avoid.
US President Donald Trump has recently repeatedly publicly called for interest rate cuts and directly insulted the Fed chairman as "Too Late Powell."
This is why Bitcoin is skyrocketing
At the same time, Powell addressed the review of the monetary policy framework: After five years, the Fed is moving away from the flexible average inflation targeting (FAIT) approach introduced in 2020 and returning to a more orthodox approach.
The central bank intends to use this approach to respond to persistent price pressures – such as tariffs – and the changing economic situation.
For the markets, this means: A rate cut in September has become more likely, even though Powell remained tight-lipped and emphasized data dependency.
In the hours before Powell's speech, the probability of a rate cut in September was only 69 percent, according to CME FedWatch. Now the odds are over 90 percent.
As a result of Powell's statements, Bitcoin shot up to over $117,000, rising by over 3 percent, while Ethereum even rose by over 9 percent.
I quoted from the following articles...
https://www.btc-echo.de/schlagzeilen/nach-powell-rede-darum-schiesst-bitcoin-in-die-hoehe-214032/
My personal conclusion:
Interest rate cuts are not only a positive signal for the crypto market. The stock and real estate markets will also benefit.
This is particularly interesting for me, as I'm planning another major real estate project next year with my wife and the International Association. Interest rate cuts would make the realization of this project much easier. My personal observation leads me to the conclusion that the entire construction industry is currently suffering from high interest rates, and interest rate cuts are therefore urgently needed.
If you don't want to buy real estate, you can simply invest in stocks or cryptocurrencies.
Posted Using INLEO
Ist schon wieder am verrauchen…
Ja ärgert mich etwas das ich nicht heute morgen einen Screenshot gemacht habe 😇
Looks like Powell’s words had a big impact! Interesting how just a hint of rate cuts can push both stocks and crypto up so fast. Shows how closely markets are watching the Fed.
https://x.com/lee19389/status/1959364898326249869
#hive #posh
I would love to have the opportunity to invest in real estate, but right now it is impossible to do so. However, with this change and the evolution of cryptocurrencies, who knows what I can do soon: I can make my dream of having several apartments to rent come true, and thus also achieve my own home.
It was only after this news that we saw the most pump in Ethereum and this is a matter of happiness for all of us. Now we will see it going up to 5500 or 6000 and then it will come back once. What I am saying here is that things are known only by doing analysis. So what I am saying here is that when the news is good in the market, the prices go up.
For now, I'm only focused on cryptocurrencies, my friend, but I sincerely hope that those interest rates are reduced as much as possible and thus allow you to carry out your real estate project, and it will be successful.
I will believe it when I see what is done in September ... although this is a classic case of "buy the rumor, sell the news" no matter what the Fed now decides. If I were a short-term trader, I would buy loads today and sell on September 15...
I would argue that the cycle is still fully intact. Nothing has changed.
Genau! I actually grow weary of the news/politics cycle hype. I was a professional journalist here in the States ... I know how the game works, but because I deplore the game, I don't play it. I delight in having discovered the cycle, and invest with peace of mind without the games.
I also found a relevant article that explains the entire psychology of the crypto market...with two graphics that you should definitely print out 😉
I would be glad to see that article!
!WINE
If interest rates go down, many markets will benefit and I think more people, let's say ordinary people, will want to come and invest a little money, especially in cryptocurrencies, since they allow us to protect our money.
https://www.reddit.com/r/Kryptostrassenwetten/comments/1myyuie/jerome_powell_sorgt_in_wyoming_für_kursexplosion/
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