The latest dot plot will also be released in December, with expectations that the Federal Reserve may cut rates 2 to 4 times again in 2025. In the upcoming speech by Powell, he may reveal a more cautious attitude towards rate cuts.
Powell may begin to manage market expectations, cautioning against excessive optimism and FOMO. He might state that the Federal Reserve will conduct rate cuts in a limited manner in 2025, and may not even cut rates in January 2025. If Powell sends such signals, it could offset the positive impact of a 25 basis point rate cut in December, and may even bring further short-term negative effects. Therefore, we need to focus on Powell's speech after the monetary policy meeting, as it will directly influence short-term market sentiment and price movements. #BTC持续刷新高点 #BTC再创新高