#FOMC会议纪要
At the last meeting, the interest rate was kept unchanged at 3.5%–3.75%, but three dissenting votes were cast, all advocating a 25-basis-point hike. After Waller took office, the communication style changed—statements have become shorter and forward guidance has been less detailed. Minutes, instead, have become more important, and the market is watching just how hawkish internally.
The market’s expectations for a September hike have already come down, with the probability of holding rates steady at a bit over 60%. If the minutes show that more officials actually favor a hike, expectations could be pushed back up again, and the U.S. dollar and Treasury yields would move. Conversely, if the tone is softer, risk assets may feel more comfortable.
For crypto, in the short term it still comes down to sentiment swings. If the minutes are hawkish, BTC and altcoins may get a bit pressured first; if there’s nothing new, people may move on quickly. Either way, tonight is the story—keep a close eye.
#美联储 #加密市场 $BTC
At the last meeting, the interest rate was kept unchanged at 3.5%–3.75%, but three dissenting votes were cast, all advocating a 25-basis-point hike. After Waller took office, the communication style changed—statements have become shorter and forward guidance has been less detailed. Minutes, instead, have become more important, and the market is watching just how hawkish internally.
The market’s expectations for a September hike have already come down, with the probability of holding rates steady at a bit over 60%. If the minutes show that more officials actually favor a hike, expectations could be pushed back up again, and the U.S. dollar and Treasury yields would move. Conversely, if the tone is softer, risk assets may feel more comfortable.
For crypto, in the short term it still comes down to sentiment swings. If the minutes are hawkish, BTC and altcoins may get a bit pressured first; if there’s nothing new, people may move on quickly. Either way, tonight is the story—keep a close eye.
#美联储 #加密市场 $BTC