Fed Cuts Rates and Buys Short-Term Bonds: US Stocks, Short-Term Treasuries, Gold Rise; Dollar Falls; Bitcoin Fluctuates

华尔街日报Опубликовано 2025-12-10Обновлено 2025-12-10

Введение

On December 10, the Federal Reserve cut interest rates by 25 basis points and announced a plan to purchase $40 billion in Treasury bonds over the next 30 days. Before the announcement, U.S. stocks were mixed, the dollar and gold declined, and Treasury yields edged lower. After the release, equities and gold initially fluctuated before rising, short-term Treasury yields fell briefly, while longer-term yields eventually climbed. During the press conference, Chair Powell indicated that Treasury purchases would remain elevated in coming months but downplayed expectations for another imminent rate cut. His comments drove stocks higher, with major indices extending gains. Bond yields trended downward overall, and the dollar weakened further. Gold recovered early losses to hit a daily high, while Bitcoin experienced volatility before climbing toward the end of the event. By the end of the press conference, the S&P 500 and Dow were up 0.7% and 1.1% respectively, short-term yields hit session lows, the dollar index fell over 0.6%, and gold advanced 0.6% to approach $4,239. Bitcoin also rose, nearing $94,500.

On Wednesday, December 10th local time, the Federal Reserve announced its interest rate decision, cutting rates by 25 basis points as expected, and announced it would purchase $40 billion in Treasury bonds over the next 30 days.

Before the Fed Decision Announcement

Before the release of the Fed's December interest rate decision statement, US stocks showed little intraday movement, while the dollar and gold fell, and US Treasury yields declined intraday:

  • The S&P 500 was roughly flat, the Dow Jones rose 0.34%, the Nasdaq fell 0.37%, and the bank stock index rose 1.15%.
  • The yield on the 10-year US Treasury note fell 2.34 basis points to 4.1644%, holding steady around the daily low of 4.1566%; the two-year Treasury yield fell 2.67 basis points to 3.5859%, holding steady near the daily low of 3.5817%.
  • The US Dollar Index fell 0.29% to 98.95 points. USD/JPY fell 0.31%, EUR/USD rose 0.28%, GBP/USD rose 0.32%, and AUD/USD was flat.
  • Spot gold fell 0.29% to $4195.92. Spot silver fell 0.36% to $60.42.

After the Fed Decision Announcement

At 3:00 AM Beijing time, the Fed's December meeting cut rates by 25 basis points as expected and announced it would purchase $40 billion in Treasury bonds over the next 30 days. US stocks and gold fluctuated and then moved higher; short-term Treasury yields fell briefly, while long-term Treasury yields fluctuated and then rose:

  • The S&P 500 index rose 0.15%, the Dow Jones rose 0.52%, and the Nasdaq fell 0.22%.
  • The two-year Treasury yield briefly fell by 3 basis points, approaching 3.56% after the release of the Fed's statement. The 10-year Treasury yield briefly fell by more than 2 basis points, refreshing the daily low to below 4.14%, but then rose again.
  • Spot gold briefly rose by over $15, turning positive overall, approaching the daily high of $4218.85刷新ed at 10:43 Beijing time.
  • Bitcoin refreshed its daily high to above $93,200, then fell below $91,800, before rising again.

Powell's Press Conference

After the press conference began, Powell stated that the scale of US Treasury purchases might remain at a high level in the coming months, but he also said that he did not believe another rate cut was anyone's base case assumption.

Driven by Powell's bond-buying comments, US stock gains expanded during the session, refreshing daily highs:

  • The S&P 500 index rose over 0.6%, refreshing its daily high; the Dow Jones rose 491 points, a gain of over 1%; the Nasdaq rose 0.3%; the biotechnology index rose 1.1%; the semiconductor index rose 1.2%; the bank index rose 2.4%.
  • US Treasury yields fluctuated but overall trended lower.
  • Gold initially moved lower at the start of the press conference but later pulled up.
  • Bitcoin fluctuated during the press conference and rallied midway through the session.

Around 4:20 AM Beijing time, near the end of the press conference:

  • The S&P's gain narrowed from 1.2% to 0.7%; the Dow Jones rose 556 points, a gain of 1.1%; the Nasdaq rose 0.4%; the semiconductor index rose 1.4%; the bank index rose 2.7%.
  • The two-year Treasury yield fell below 3.54%, refreshing its daily low, down 7.5 basis points on the day; the 10-year Treasury yield fell about 5 basis points, refreshing its daily low to below 4.14%.
  • The ICE US Dollar Index fell over 0.6%, refreshing its daily low to below 98.60 points. It had微幅震荡下挫 before 03:00 Beijing time when the Fed announced the 25 bps rate cut and monthly Treasury purchase plan, then briefly fell slightly lower. It briefly rebounded above 99 after Powell's press conference began. The Bloomberg Dollar Index fell over 0.45%, refreshing its daily low to below 1209 points, with an intraday trading range of 1215.08-1208.86 points.
  • Spot gold rose 0.6%, refreshing its daily high, approaching $4239. It had refreshed its daily low near $4182 at 03:41 Beijing time, early in Powell's press conference.
  • Near the end of Powell's press conference, Bitcoin一度涨向 $94,500, refreshing its daily high.

Связанные с этим вопросы

QWhat were the key decisions announced by the Fed in the December meeting?

AThe Fed cut interest rates by 25 basis points and announced it would purchase $40 billion in Treasury bonds over the next 30 days.

QHow did the S&P 500 and Nasdaq indices react immediately after the Fed's announcement?

AThe S&P 500 rose 0.15% and the Nasdaq fell 0.22% immediately after the Fed's announcement.

QWhat happened to the 2-year and 10-year Treasury yields after the Fed's decision was released?

AThe 2-year Treasury yield briefly fell by 3 basis points, approaching 3.56%, while the 10-year yield initially dropped over 2 basis points to below 4.14% before later rising again.

QHow did gold prices change during and after Powell's press conference?

AGold initially declined during the early part of Powell's press conference, dropping to around $4182, but later rallied to reach a daily high near $4239, up 0.6%.

QWhat was Bitcoin's price movement following the Fed's announcement and during Powell's press conference?

ABitcoin initially rose to above $93,200 after the Fed announcement, then fell below $91,800, and later rallied again during Powell's press conference, reaching a daily high near $94,500.

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