The Federal Reserve's recent policy signals have once again sparked heated discussions in the market. In December, the core CPI year-over-year growth remained at 2.6%, still not reaching the Fed's 2% target, which also explains why Powell maintained a hawkish stance in his latest remarks. The current federal funds rate is locked in the 3.5%-3.75% range, and 95% of traders in the market believe there will be no rate cut in January.
Interestingly, there is a clear divergence among institutions regarding the future path. Major investment banks like Goldman Sachs have pushed back their expectations for the first rate cut to June, while analysts at JPMorgan are even discussing the possibility of rate hikes in 2027. The core reason for this divergence is simple—sticky inflation is stronger than expected, and the labor market remains resilient.
Crypto market investors are paying close attention to the policy meeting on January 27-28. The outcome of this meeting is likely to determine the trend direction of major cryptocurrencies such as BTC, BNB, SOL, and others in the coming months. In the short term, the market is still waiting for clearer policy signals.
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NestedFox
· 9h ago
Powell is really good at bluffing. He talks about sticky inflation, but actually he just wants to keep raising interest rates...
Let's wait for the end of January's meeting. I feel like BTC still needs to fluctuate for a while.
Goldman Sachs and JPMorgan are both unreliable. Cutting rates in June? Dream on...
Both policies and inflation, so annoying. Might as well go all in.
I'm tired of the institutional rhetoric; it's more reliable to just watch the coin prices.
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FUD_Vaccinated
· 01-14 05:01
Powell is still so tough, inflation is sticky, and rate cuts are nowhere in sight.
The big institutions are also at a loss, with Goldman Sachs predicting June, and JP Morgan even envisioning rate hikes in 2027... This is damn outrageous.
The meeting on January 27th feels like it will decide everything; everyone holding coins has to keep a close eye.
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SybilAttackVictim
· 01-14 04:55
Inflation is as sticky as chewing gum, and I really can't tell when Powell's tough stance will loosen up.
BTC still needs to wait; don't expect anything this month.
Goldman Sachs and JPMorgan Chase have differing opinions, so retail investors should keep quiet and observe.
Once the meeting on the 27th is over, everything will be clarified.
It feels like we still have a long way to go.
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BottomMisser
· 01-14 04:54
Powell is probably going to disappoint us again this time; inflation is sticking stubbornly.
The meeting on the 27th is really crucial. If it weren't for this damn CPI, I would have already heavily invested.
Goldman Sachs pushing to June? JPMorgan is still talking about rate hikes? Are these two firms trying to fool us into selling at a loss? Haha.
It's the consensus of 95% of traders again. Will they be proven wrong this time?
Let's wait and see. Anyway, it's still early to bottom fish.
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MetaverseLandlord
· 01-14 04:50
Powell's stubborn temper, inflation just won't listen, wait until June? I think I'll wait until next summer. BTC is now betting on the January meeting, but the outcome might not be that way.
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ContractFreelancer
· 01-14 04:35
Powell is really standing his ground. Who would have thought that inflation would be so sticky?
A rate cut is nowhere in sight, and we have to wait until June? BTC holders might have to stay in bed and rest during this period.
Goldman Sachs and Morgan's institutions are arguing, but we'll just see what they say on January 27th. Anyway, they all have to follow the Federal Reserve.
2.6% is still far from 2%, and Powell definitely won't be soft. No surprises in the short term.
Honestly, the job market is so resilient that it's really annoying. A rate cut might be truly uncertain.
The Federal Reserve's recent policy signals have once again sparked heated discussions in the market. In December, the core CPI year-over-year growth remained at 2.6%, still not reaching the Fed's 2% target, which also explains why Powell maintained a hawkish stance in his latest remarks. The current federal funds rate is locked in the 3.5%-3.75% range, and 95% of traders in the market believe there will be no rate cut in January.
Interestingly, there is a clear divergence among institutions regarding the future path. Major investment banks like Goldman Sachs have pushed back their expectations for the first rate cut to June, while analysts at JPMorgan are even discussing the possibility of rate hikes in 2027. The core reason for this divergence is simple—sticky inflation is stronger than expected, and the labor market remains resilient.
Crypto market investors are paying close attention to the policy meeting on January 27-28. The outcome of this meeting is likely to determine the trend direction of major cryptocurrencies such as BTC, BNB, SOL, and others in the coming months. In the short term, the market is still waiting for clearer policy signals.