# Пов'язані статті щодо Inflation

Центр новин HTX надає останні статті та поглиблений аналіз на тему "Inflation", що охоплює ринкові тренди, оновлення проєктів, технологічні розробки та регуляторну політику в криптоіндустрії.

The Stronger the Consensus, the Greater the Risk: The Market Is 'Eerily Quiet' Amid Rate Cut Expectations

In the context of the upcoming Fed rate decision, market consensus strongly expects a 25 basis point cut, with over 85% probability priced in. However, this high level of agreement means the actual rate cut may not significantly move markets, as it has already been anticipated. The real focus is on the Fed’s forward guidance, particularly the "dot plot" showing policymakers' interest rate projections for 2026. The Fed faces unusual uncertainty due to a recent government shutdown, which delayed key inflation data (CPI) for October and November. This lack of recent data may lead to more ambiguous signals from the Fed, increasing potential market volatility. Three scenarios are outlined: 1. **Baseline (most likely)**: The Fed cuts rates as expected and maintains previous guidance, resulting in minimal market reaction. 2. **Dovish**: The Fed signals more rate cuts in 2026 than previously indicated, potentially boosting risk assets like Bitcoin and equities. 3. **Hawkish**: The Fed emphasizes persistent inflation and limited future cuts, which could strengthen the dollar and pressure crypto and other risk assets. The article’s key argument is that high consensus often implies higher risk, as markets are driven by surprises relative to expectations. Investors are advised to focus on managing position risks amid elevated uncertainty rather than betting on specific outcomes.

比推2 дні тому 05:58

The Stronger the Consensus, the Greater the Risk: The Market Is 'Eerily Quiet' Amid Rate Cut Expectations

比推2 дні тому 05:58

Powell: Weakening Employment, Inflation Still High, No One Talks About Rate Hikes Now

In his latest address, Federal Reserve Chair Powell highlighted a noticeable cooling in the U.S. labor market, marked by slower hiring and reduced layoffs, declining challenges in recruitment, and diminished household expectations for job opportunities. The unemployment rate has risen to approximately 4.4%, with employment gains significantly weaker than at the start of the year. This slowdown stems partly from reduced labor supply—due to decreased immigration and lower participation rates—but also reflects weakening labor demand itself. On inflation, core PCE remains at 2.8% year-on-year, above the long-term 2% target. While goods inflation has edged up due to tariffs, service inflation continues to moderate. Although overall inflation has declined substantially from its 2022 peak, it has not yet reached a level that fully assures the Fed. The FOMC responded by cutting rates by 25 basis points and initiating short-term Treasury purchases to maintain ample reserves and ensure effective policy transmission. Powell emphasized that, with rising employment risks and persistently elevated inflation, there is no "risk-free" policy path. The Fed must carefully balance its dual mandate constraints. He noted that interest rates are nearing a neutral range, and future policy decisions will be data-dependent, avoiding preset directions and instead being assessed meeting by meeting based on economic conditions and risks.

marsbitВчора 04:02

Powell: Weakening Employment, Inflation Still High, No One Talks About Rate Hikes Now

marsbitВчора 04:02

When the Fed is Politically Captured, Is Bitcoin's Historic Opportunity Here?

When the Federal Reserve announced a 25 basis point interest rate cut and a plan to purchase $40 billion in Treasury bills over 30 days on December 10, 2025, the reaction was unexpectedly pessimistic. Instead of falling, long-term bond yields rose—a sign that markets are pricing in a deeper structural risk: the potential loss of Fed independence. Political pressure is at the heart of this shift. Before the decision, a key Trump economic advisor accurately “predicted” the cut, raising suspicions that the move was politically influenced rather than data-driven. This erosion of trust threatens the foundation of U.S. monetary credibility and, by extension, global confidence in the dollar. In this environment, Bitcoin and crypto assets gain relevance. Bitcoin’s fixed supply of 21 million positions it as a hedge against potential uncontrolled money printing if the Fed succumbs to political pressure. Its decentralized nature also makes it immune to government interference—a key advantage as institutional trust declines. Ethereum and DeFi present an alternative financial infrastructure where transactions are governed by code, not central authority. While stablecoins like USDT and USDC remain dollar-pegged and exposed to dollar risk, decentralized alternatives like DAI could benefit from declining faith in traditional systems. Crypto remains highly risky and volatile, but as traditional systems face credibility crises, its role may shift from speculative asset to a legitimate hedge against sovereign risk.

深潮51 хв тому

When the Fed is Politically Captured, Is Bitcoin's Historic Opportunity Here?

深潮51 хв тому

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