2025-12-10 12:20:55

A 25 basis point cut? The market has already digested this expectation.

To be honest, the previous hype about a 50 basis point cut has been gone through already, and now that it’s actually happening, it’s turned into a signal that the "good news is already priced in"—short-term funds have long been prepared to exit.

What are traders really paying attention to now? Two questions: How many more rate cuts will the Federal Reserve make next year? Is there any possibility of balance sheet expansion?

These are the key variables that will determine the future liquidity and the trend of risk assets. A rate cut itself? That’s already a thing of the past.

View Original

This page may contain third-party content, which is provided for information purposes only (not representations/warranties) and should not be considered as an endorsement of its views by Gate, nor as financial or professional advice. See Disclaimer for details.

12 Likes

Reward
12
3
Repost
Share

Comment

0/400

AltcoinHunter

· 12-10 12:50

The bullish narrative is tired of being overused; the key still depends on what cards the Federal Reserve has up its sleeve next year. The balance sheet is the true lifeline of liquidity; if you can't figure this out, all your efforts are in vain.

View OriginalReply0

LiquidityWhisperer