#美联储加息是否已成定局
📢 进群聊美股动态
For the first time in three years and two months, the Federal Reserve raised interest rates—at 2 a.m., the federal funds rate was increased by 25 basis points, moving into the 3.75% to 4.00% range.
This hike was approved unanimously. None of the seven voting officials dissented. The last rate hike dated back to July 2023—an interval of three years and two months. The path to rate cuts has now officially come to an end, and there is no longer any suspense about the direction of monetary policy.
Put simply: the Fed believes it can’t get prices under control. It would rather make borrowing more expensive than risk failing to bring inflation back to its 2% target. The statement is quite firm: economic activity is expanding at a steady pace, but inflation remains too high—so today’s move is intended to bring inflation back home in a more timely manner. The new chair, Waller, for the first time presided over the policy meeting; in his opening remarks, he already laid out the playbook: the committee wants price stability.
When the decision was released, Bitcoin barely moved—it just traded sideways around $75,700. US stocks edged higher, while Treasury yields actually dipped slightly. A classic “bad news fully priced in, buy the facts” scenario: the market had already priced this hike at more than 92%, so once it actually happened, nobody panicked.
The real risk is buried in the dot plot. In most officials’ expectations, there’s still a potential second rate hike later this year. So the biggest uncertainty today isn’t whether there was a hike—it’s whether there will be another one over the next six months. That will determine where the money supporting Bitcoin and US equities will flow.
Comment section question: Do you believe a second rate hike this year will actually happen?
Every day, I’ll keep you on top of Fed headlines—not just what happens in the news, but also how to understand the logic and the opportunities behind it 👀🚀
📢 进群聊美股动态
For the first time in three years and two months, the Federal Reserve raised interest rates—at 2 a.m., the federal funds rate was increased by 25 basis points, moving into the 3.75% to 4.00% range.
This hike was approved unanimously. None of the seven voting officials dissented. The last rate hike dated back to July 2023—an interval of three years and two months. The path to rate cuts has now officially come to an end, and there is no longer any suspense about the direction of monetary policy.
Put simply: the Fed believes it can’t get prices under control. It would rather make borrowing more expensive than risk failing to bring inflation back to its 2% target. The statement is quite firm: economic activity is expanding at a steady pace, but inflation remains too high—so today’s move is intended to bring inflation back home in a more timely manner. The new chair, Waller, for the first time presided over the policy meeting; in his opening remarks, he already laid out the playbook: the committee wants price stability.
When the decision was released, Bitcoin barely moved—it just traded sideways around $75,700. US stocks edged higher, while Treasury yields actually dipped slightly. A classic “bad news fully priced in, buy the facts” scenario: the market had already priced this hike at more than 92%, so once it actually happened, nobody panicked.
The real risk is buried in the dot plot. In most officials’ expectations, there’s still a potential second rate hike later this year. So the biggest uncertainty today isn’t whether there was a hike—it’s whether there will be another one over the next six months. That will determine where the money supporting Bitcoin and US equities will flow.
Comment section question: Do you believe a second rate hike this year will actually happen?
Every day, I’ll keep you on top of Fed headlines—not just what happens in the news, but also how to understand the logic and the opportunities behind it 👀🚀
