According to @BullTheoryio, Nov 20 brings the delayed September Jobs Report where higher unemployment would lift early rate-cut odds and support risk assets including BTC, while a low jobless rate would keep the Fed patient and markets cautious, source: @BullTheoryio. Nov 26 delivers a Q3 GDP update alongside October personal income, spending, and PCE, where softer growth and inflation would ease policy expectations and aid crypto, while hot readings could pressure risk assets, source: @BullTheoryio. Dec 5 Non-Farm Payrolls becomes the first clean post-shutdown labor read, with weaker job growth supportive for crypto and equities and stronger hiring keeping volatility elevated, source: @BullTheoryio. Dec 10 CPI and Dec 11 PPI for November will shape Q1 2026 policy expectations, with falling inflation reinforcing rate-cut bets and liquidity improvement, while upside would sustain a tighter stance and near-term downside for risk assets, source: @BullTheoryio. Dec 19 wraps with final Q3 GDP, November personal income and spending, and existing home sales, where weak data would bring forward support and strong data would push the cut timeline out, source: @BullTheoryio. If the data skew risk-on, BTC could rally toward a new all-time high into Q1 2026, source: @BullTheoryio.

According to @KookCapitalLLC, the latest PCE inflation print came in on target, which is bullish because the market hates surprises, signaling a constructive backdrop for risk assets (source: @KookCapitalLLC on X, Aug 29, 2025). According to @KookCapitalLLC, this setup implies the market can rally in the near term, a read that crypto traders may view as risk-on for liquidity-sensitive assets (source: @KookCapitalLLC on X, Aug 29, 2025).

According to The Kobeissi Letter, inflation has risen with the 1-month annualized Headline and Core PCE inflation exceeding 4.0%, and the 6-month annualized rate at 3.1%. This inflationary trend is impacting purchasing power, leading to increased interest in gold as a stable investment. Traders should consider the potential effects of rising inflation on cryptocurrency markets, as inflation can drive volatility and impact market sentiment.

According to The Kobeissi Letter, the 1, 3, and 6-month annualized Headline and Core PCE inflation rates are now all above 3.0%, with the 1-month Core PCE inflation rate hitting a substantial 4.5%. This positions inflation 250 basis points above the Federal Reserve's long-run target, indicating potential implications for monetary policy and market conditions.

According to Miles Deutscher, key macroeconomic events this week include the CB Consumer Confidence survey on Tuesday, NVIDIA ($NVDA) earnings on Wednesday, Preliminary GDP report and Jobless claims on Thursday, and Personal Consumption Expenditures (PCE) on Friday. These events, along with multiple FOMC speakers, could significantly influence cryptocurrency market movements as traders assess economic health and policy outlooks.