The Mystery of 2026 Rate Cuts: A New Asset Hedging Pattern Amid Central Bank Policy Divergence



How many rate cuts will the Federal Reserve actually implement this year? The market is in chaos. The analysts at JPMorgan Chase predict just 1 cut, while Goldman Sachs has already announced that they will start cutting in March. This is not a minor disagreement—it's a major issue involving the flow of global liquidity.

Behind the surface-level debate lies a deeper dilemma: will unemployment spiral out of control, and can inflation be fully suppressed? The outcome will determine the pace of rate cuts.

Even more intriguing is the "reverse drama" happening internationally. Imagine: Japan, Europe, and Canada are all raising interest rates, but the Federal Reserve is easing in the opposite direction. What will happen? Capital will flee emerging markets, arbitrage positions will be wildly closed, and risk assets will experience significant volatility. In this extreme scenario, the crypto market just happens to become a "water reservoir" for excess global liquidity.

High volatility = strong anticipation. In such a macro environment, those who can accurately capture market rhythm will profit from it.

**Now I ask you: Will 2026 bring genuine "new water" or lead to a long-term stagnation? Which central bank policy prediction do you find most convincing? Share your practical reasoning in the comments below.**
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CrossChainMessengervip
· 6h ago
JPMorgan vs. Goldman Sachs, I love watching the show whenever they clash. Anyway, whether they cut or not, it's all about the blood of the retail investors.
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VitalikFanAccountvip
· 7h ago
JPMorgan drops once while Goldman Sachs drops for the third month in a row... Both are betting on something... I still bet the Federal Reserve will have to cut, otherwise the unemployment rate really can't be contained.
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GasFeeCryvip
· 7h ago
JPMorgan 1 time, Goldman Sachs 3 times, the difference must be huge, it feels like they're all betting on the unemployment rate.
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FloorSweepervip
· 7h ago
JPMorgan 1 time vs Goldman Sachs 3 times, the price difference is too outrageous... Feels like this year is all about betting on the central bank's psychological warfare.
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PensionDestroyervip
· 7h ago
JPMorgan 1 time vs Goldman Sachs 3 times, I profit from the spread... But the real money is in the volatility, don't be fooled by these big institutions.
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Liquidated_Larryvip
· 7h ago
JPMorgan vs Goldman Sachs, these two are playing against each other... To be honest, I'm just waiting to be proven wrong. Predictions are as accurate as a blind guess anyway.
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rug_connoisseurvip
· 7h ago
JPMorgan Chase and Goldman Sachs are singing different tunes; frankly, no one can say for sure. However, I don't believe Goldman Sachs' continuous downward revisions; inflation isn't something that can be easily controlled.
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