#数字资产动态追踪 📉 Will the 2026 Annual Meeting usher in a rate cut wave? The Fed's every move influences global markets

Regarding the Fed's actions next year, the market is currently truly divided. Should they cut rates? When? How much? These questions still lack clear answers, all depending on economic data.

🔥 Institutions' predictions vary widely: JPMorgan only sees one rate cut opportunity, while Goldman Sachs is more optimistic, forecasting cuts in March and June, with rates possibly falling to 3%. But Standard Chartered has poured cold water on that—believing the economy is overheating, inflation is sticky, and the Fed might do nothing. Traders, on the other hand, bet on two rate cuts, with their eyes fixed on the October window.

📊 The three major risk points determine everything: if the unemployment rate surges, easing policies can't be stopped; but if inflation surges again, the dream of rate cuts will be shattered. More painfully, there's the "reverse operation" by global central banks—Japan and Europe might raise interest rates. If the Fed alone loosens policy, who will bear the risk of capital outflows?

🏠 Chain reactions are already evident: mortgage rates may decline, A-shares and Hong Kong stocks are expected to see increased capital inflows, but the internationalization of the Renminbi faces new tests.

The suspense remains. $DOGE $ZEC $SUI The performance of these currencies, to some extent, also reflects the market's expectations of the Fed's pace. Everything is in flux, waiting for the Fed's next move.