ChainCatcher news, according to Jinshi reports, U.S. Bank Chief Economist Stephen Juneau released a latest report warning that investors ignoring inflation data may face liquidation risks in 2025. The latest data shows that the November CPI rose by 2.7% year-on-year and increased by 0.3% month-on-month, up 0.1 percentage points from October; the November PPI rose by 0.4% month-on-month, significantly exceeding the market expectation of 0.2%.Federal funds futures indicate a 98% probability that the Federal Reserve will cut interest rates by 25 basis points next week, but BlackRock Global Fixed Income CIO Rick Rieder, EY Chief Economist Greg Daco, and Nationwide Economist Oren Klachkin all expect that, influenced by potential new policies from Trump, the Federal Reserve may pause the rate-cutting process in early 2025.The market needs to be wary of three major risks: higher tariff policies, deficit financing tax cut plans, and tightened immigration policies, as these factors may keep the core PCE inflation rate elevated over the next two years. Daco particularly pointed out that although the possibility of a rate cut next week is close to a "coin toss probability," the subsequent pace of rate cuts will clearly slow down, and policymakers will remain highly vigilant regarding new government policies.

ChainCatcher news, according to Jinshi reports, the Wall Street Journal evaluates the U.S. CPI data and points out that although inflation data is stabilizing, it still seems possible for Federal Reserve policymakers to cut interest rates by another 25 basis points at their last meeting of the year next month. This is primarily because, despite the bumps along the way, inflation still appears to be on a cooling trend.Additionally, there remains a certain degree of "catch-up inflation" in the data. Federal Reserve officials also believe that the current short-term interest rate levels are restrictive, which means that without further rate cuts, the labor market may cool more than they expect, even putting the economy at risk of recession.That said, the U.S. Department of Labor will release the next consumer inflation report on December 11, one week ahead of the Federal Reserve meeting. If the data is much stronger than what Federal Reserve officials hope for, they may choose to temporarily pause further rate cuts. This is especially true if the November employment report, scheduled for release on December 6, shows a rebound in employment, confirming that last month's slowdown was merely a reflection of hurricane and strike-related issues.

ChainCatcher news, despite the U.S. inflation rate dropping to its lowest level in three years, the financial markets have yet to react even as investors hope for a potential rate cut by the Federal Reserve. Particularly in the crypto market, there has been virtually no impact from this news, with Bitcoin and others quickly recovering their upward momentum after a brief decline. The cryptocurrency market's muted response to the inflation report is partly due to growing investor interest in the bond market, as well as the brewing storm of the U.S. presidential election.Harris's strong performance in the recent debate has reignited hopes for the Democrats to win the White House, which is seen as a possible harbinger of dovish monetary policy. Conversely, if Trump wins re-election, it could increase government spending and subsequently put upward pressure on interest rates. U.S. Treasury yields have been directly impacted by this shift in investor sentiment, and this sudden change in market mood indicates a significant shift in investor attitudes, exacerbating pessimism about the economy and the general expectation of lower borrowing costs.Market observers note that caution remains the prevailing sentiment in the market. Investors are exercising restraint, choosing to wait for clearer signals before rebalancing their portfolios. (Jin Shi)

ChainCatcher message, Federal Reserve's Schmidt stated that he wants to see more economic data before supporting any decision to start cutting interest rates. Schmidt acknowledged that inflation is moving in the right direction, while believing that the Federal Reserve should remain patient. "For me, it makes sense to really focus on some data in the coming weeks. Before we take action, at least before I take action or suggest taking action, I think we need to see more information." "I still believe that if we are not cautious in our decision-making, we might see a slight rebound in demand." Regarding the non-farm revision data released yesterday, he said, "While this is a big number, it doesn't really change my thinking when considering monetary policy." (Jin Ten)

ChainCatcher message, Matrixport released a weekly report stating that the U.S. will release inflation data next week, and Bitcoin may see a recovery. Currently, Bitcoin is in an oversold state, which historically has often been accompanied by a rebound. If inflation drops below 3%, the market may respond positively.Risk assets are still significantly influenced by macroeconomic factors, especially concerns about economic growth and the job market. Trading volume and liquidity in August are expected to decline, which may lead to lower returns. The 18% drop on Monday confirmed the market's weak expectations.Last week, Circle stablecoin saw outflows, while this week’s inflows may indicate bottom-fishing. The Relative Strength Index (RSI) is below 30%, which may provide a buying opportunity, similar to the situation in June 2024. In a Bitcoin bull market, although consolidation may occur, an RSI below 30% is relatively rare.

ChainCatcher news, according to CNBC, the market currently expects the Federal Reserve to cut interest rates three times before the end of the year, due to recent improvements in inflation data.

ChainCatcher news, 10x Research published that traders are complaining that despite Bitcoin's price being only 7% away from its all-time high, there has been no significant movement. Many Bitcoins are being withdrawn from trading platforms, while stablecoin impulse is sending out a warning signal.The trading volume in the cryptocurrency market has dropped to $50 billion, and the financing rates are only slightly positive. There is no doubt that the rates are very low. The Federal Reserve's policies and inflation data are seen as two key variables that could drive Bitcoin to a new all-time high. On June 5, the Bank of Canada may initiate a global rate-cutting cycle, providing a blueprint for the Federal Reserve, while the U.S. inflation data on June 12 needs to show lower figures (3.3%) to drive Bitcoin prices up.The sharp decline in Bitcoin balances on trading platforms indicates that whales are transferring Bitcoin off exchanges in anticipation of price increases. In the past month, 88,000 Bitcoins have been moved off trading platforms, leaving a remaining supply of 2.5 million Bitcoins, the lowest level since March 2018. The outflow of funds from trading platforms began on May 15, coinciding with the 45 days after the quarterly 13F filing requirements for U.S. registered investors managing over $100 million.

ChainCatcher news, Federal Reserve Governor Waller stated that he believes further rate hikes may not be necessary and that "a few more months" of good inflation data are needed before considering rate cuts.

ChainCatcher news, according to Jinshi reports, Federal Reserve's Williams expressed welcome towards the weakening consumer inflation data, but these positive messages are not enough to prompt the Federal Reserve to cut interest rates in the near term. It is important not to overemphasize the latest economic news, but the slowdown in inflation in April "is a positive development following disappointing data in previous months." The "overall trend of easing inflationary pressures looks quite good." However, he remains uncertain whether price pressures will continue to converge towards the 2% target before lowering interest rates.Williams also stated that there is no need to tighten monetary policy at this time, which curtails speculation that the Federal Reserve may need to raise interest rates further to bring inflation down to the desired level.