Global capital is watching one question: what will the Federal Reserve do next?
On the surface, it seems to be a US-only issue, but the actual impact is enormous. The US dollar dominates global trade settlements, with trillions of international capital flowing according to policy trends, and investment returns in emerging markets are directly linked. A single change can shake the entire asset allocation system.
The current core contradictions are these:
Should we continue with high interest rates to combat inflation? Or shift to rate cuts to stimulate economic growth? The latest CPI data shows signs of a slowdown, giving the market room for imagination.
Once the cycle shifts from monetary tightening to easing, the impact on risk assets will be earth-shattering. Can current holdings strategies withstand the next transition? This is the real question facing traders.
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tx_or_didn't_happen
· 20h ago
The expectation of interest rate cuts takes off with a hype, but it's still early for it to materialize. Don't get caught in the trap.
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PonziDetector
· 20h ago
Will the rate cut expectations take off together? Can this rally take off...
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SchrodingerGas
· 21h ago
Is CPI cooling enough to immediately imagine room for growth? We need to wait for the Federal Reserve's actual actions; it's still too early to talk about interest rate cuts. On-chain data shows institutions are reducing their positions, which is the real signal.
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ponzi_poet
· 21h ago
With the expectation of interest rate cuts, this rally has truly rebounded, offering a chance to buy the dip in holdings.
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YieldWhisperer
· 21h ago
The expectation of interest rate cuts has caused a stir in the crypto world. Whether it can truly hold up this time depends on the data.
#美国核心物价涨幅不及市场预估 $DASH $LTC $TWT
Global capital is watching one question: what will the Federal Reserve do next?
On the surface, it seems to be a US-only issue, but the actual impact is enormous. The US dollar dominates global trade settlements, with trillions of international capital flowing according to policy trends, and investment returns in emerging markets are directly linked. A single change can shake the entire asset allocation system.
The current core contradictions are these:
Should we continue with high interest rates to combat inflation? Or shift to rate cuts to stimulate economic growth? The latest CPI data shows signs of a slowdown, giving the market room for imagination.
Once the cycle shifts from monetary tightening to easing, the impact on risk assets will be earth-shattering. Can current holdings strategies withstand the next transition? This is the real question facing traders.