#美联储重启降息步伐

Federal Reserve Resumes Rate Cuts: Global Liquidity Reconfiguration, Opportunities and Layouts at the Right Time

As the Federal Reserve has implemented two rate cuts this year, the interest rate range of 3.75%-4.00% has officially opened a new cycle of global monetary policy. This is not a simple policy shift, but a strategic adjustment born from the alleviation of inflationary pressures and changes in the labor market, signaling a new phase of global capital reallocation.

From CME's 'FedWatch' with a 71% probability of a rate cut in December, to the synchronized gains of the three major U.S. stock indexes, the ripples of liquidity easing are spreading to every corner of assets. The attractiveness of the U.S. dollar has subtly adjusted, while emerging markets welcome a window for capital inflows. Historical data shows that in the six months following a rate cut cycle, capital inflows to emerging markets can reach 1.2%-1.8% of GDP, and the valuation logic of various assets is being reshaped.

Behind the internal divergences and cautious statements is the Federal Reserve's precise control over economic balance — responding to market expectations for easing while maintaining the independence of monetary policy. The gradual adjustment of 25 basis points reserves ample adaptation space for global markets. The balance sheet reduction process is about to conclude, and optimizing asset portfolios is on the agenda. This cross-border financial change is no longer a question of 'whether to cut rates' but rather an application question of 'how to seize the opportunity.'

#美联储重启降息步伐 , the gateway to liquidity has slowly opened, and a new round of global asset ranking competition has officially begun. Insight into policy logic and anchoring value direction are essential to seize opportunities in the tide of the times and maintain certainty amidst change. $ETH $BTC $BNB