💥Summary of the current situation in the markets, expectations and strategies:

- The markets did not take a summer vacation. It priced in a rate cut by the Fed in September. And it rose until mid-August.

- Last week's US Producer Price Index came in above expectations, leading to a shift from a rise to stagnation. This is because fears arose that tariffs would drive inflation.

- The geopolitical aspect of the Trump-Putin meeting and the Trump-Zelensky and European leaders meeting has created a new expectation for the establishment of peace between Ukraine and Russia.
The perception that the peace process is complicated and will take a long time has caused the markets to stagnate.

- Once again, the markets are focused on the statements Powell will make at the Jackson Hole meeting this Friday. The messages Powell delivers are extremely critical.

- Markets may continue to move sideways for another 1-2 weeks. After that, the calendar will be quite busy. On September 17, the Fed's interest rate decision and the possible Ukraine-Russia peace in September will serve as a major catalyst in the markets.

- The strategy I apply:
* I will continue to hold American stocks and my crypto assets.
* Convert 50% to cash in gold and silver,
* shorting oil and natural gas,
* holding stocks on the Istanbul stock exchange,
* waiting on the side with 25% cash.

#nasdaq # bitcoin #ethereum # altcoin #bist100 # spx500 #altın # silver #petrol # gas #Quantfury