Matrixport: The U.S. economy shows resilience, favorable for Bitcoin and risk asset trends

ChainCatcher news, Matrixport released a market outlook stating, "The U.S. economy continues to show resilience, benefiting from the tightening of credit spreads, which lowers refinancing costs and buffers the impact of tariffs. The loose financing environment, combined with companies enhancing efficiency through the application of artificial intelligence, lays a solid foundation for risk assets. Historically, the tightening of credit spreads has often coincided with strong performances in stocks and Bitcoin, reinforcing the judgment that the current market trend is likely to continue. The main risk to the current trend is inflation. Although still above target, Matrixport's model predicts that inflation will fall below 2% in the coming quarters, thereby pushing the Federal Reserve into a longer period of easing. This contrasts with the market's general expectation—there is a consensus that fiscal injections and de-globalization will maintain high inflation. However, considering the decline in energy and housing costs, the likelihood of inflation consistently exceeding 3% remains low. While the core drivers for the next phase of Bitcoin have yet to emerge, a new upward trend has already begun to take shape."