ChainCatcher news, according to Jinshi reports, analysts at ING, Francesco Pesole, stated in a report that if the later released data shows that the U.S. core inflation in December remains high, the dollar may appreciate.He mentioned that the market generally expects the month-on-month core inflation rate to be between 0.2% and 0.3%, with an average expectation of 0.25%. ING expects the data to record a growth of 0.3%, which may intensify expectations for the Federal Reserve to take cautious measures to cut interest rates, thereby benefiting the appreciation of the dollar.He stated that before considering the prospect of President-elect Trump's imposition of trade tariffs, high inflation would make investors uneasy about price pressures.

ChainCatcher news, according to CoinDesk, influenced by better-than-expected U.S. employment data, Goldman Sachs has lowered its expectations for Federal Reserve rate cuts, pushing the first rate cut expectation from March to June, and now expects only two rate cuts in 2025.Bank of America is more cautious, believing that the Federal Reserve may extend its pause on rate cuts, and there is even a risk of rate hikes. The market is focused on the CPI data set to be released on January 15, with a month-on-month increase of 0.3% for the fifth consecutive month potentially further strengthening hawkish expectations.Since the Federal Reserve's first rate cut in September 2023, Bitcoin has risen over 50%, once breaking through the historical high of $108,000. The market generally expects Bitcoin to test the support level of $92,000, which has consistently provided support since last November.

ChainCatcher news, QCP Capital's latest analysis points out that the U.S. non-farm payroll data reached 256,000, far exceeding the expected 164,000, indicating signs of an overheating economy. Market expectations for interest rate cuts have cooled, coupled with concerns about inflation that may arise from the potential reactivation of tariff policies from the Trump era.Despite macro pressures and ongoing Silk Road FUD, Bitcoin and Ethereum support levels have temporarily stabilized at $91,000 and $3,100, respectively. The volatility in the options market has gently declined, maintaining a slight bearish bias only before Trump's inauguration. This week, PPI, CPI, and unemployment data will be released sequentially. Against the backdrop of a continuously warming U.S. economy, this week will be a critical period to test the inflation hedging function of cryptocurrencies.

ChainCatcher news, after the non-farm payroll data was released, Goldman Sachs currently expects the Federal Reserve to cut interest rates by a total of 50 basis points this year, down from the previous forecast of 75 basis points. (Jin Ten)

ChainCatcher news, according to Jinshi reports, driven by significant growth in the business services sector, job vacancies in the U.S. rose to a six-month high in November, while demand for employees in other industries has become more complex.The Job Openings and Labor Turnover Survey (JOLTS) released by the U.S. Bureau of Labor Statistics on Tuesday showed that vacancies increased from a revised 7.8 million in October to 8.1 million, exceeding all analysts' expectations. The growth was almost entirely driven by professional and business services as well as finance and insurance.The latest job vacancy figures indicate a easing of the downward trend seen over the past three years. The labor market now appears to be more stable, while inflation has also shown stubbornness in recent months, reducing expectations for the Federal Reserve to cut interest rates this year.After the data was released, traders no longer fully digested bets that the Federal Reserve would cut rates before July.

ChainCatcher news, according to Jinshi reports, the market in January 2025 will face multiple risks and opportunities against the backdrop of Trump's inauguration and the release of non-farm data. Michael Rosen, Chief Investment Officer of Angeles Investments, pointed out that the period from November to January is usually a strong performance time for the market. Historical data shows that the S&P 500 index performs well during the last five trading days of December and early January, known as the "Santa Claus rally." The upcoming employment data and corporate earnings reports will provide key insights into the economic health of the market.Helen Given, Deputy Head of Trading at Monex USA, emphasized that the inauguration of a new government is often accompanied by high uncertainty. The trade policies of the Trump administration could have a significant impact on the global currency market, and the actual effects of policy implementation remain to be seen. Given believes that investors need to pay attention to the actual implementation of proposed policies, which may affect currencies such as the euro, Mexican peso, and Canadian dollar.Damon Polistina, Head of Research at Eaglebrook Advisors, mentioned that a pro-crypto Trump administration could bring positive catalysts to the crypto market. The Federal Reserve's expectations for interest rate cuts may support risk assets like cryptocurrencies, and any positive economic data will further drive market momentum.

ChainCatcher news, according to Jinshi reports, the inflation indicator favored by the Federal Reserve showed moderate performance in November, marking a step in the right direction for policymakers seeking further interest rate cuts in 2025. This data should help alleviate the concerns of Federal Reserve officials regarding the inflation outlook.Federal Reserve officials released their latest forecasts this week, indicating that prices and interest rates will be higher in 2025. These new forecasts triggered a sell-off in U.S. stocks as investors had already priced in expectations of policy tightening. Details regarding prices show a general slowdown in inflation. Core service prices (a closely watched category excluding housing and energy) rose 0.2% month-on-month, the lowest level since August. Core goods prices (excluding food and energy) declined for the first time in three months.

ChainCatcher news, Monex Europe senior foreign exchange market analyst Nick Rees stated that the Federal Reserve's latest interest rate decision marks the beginning of the FOMC's extended pause on rate cuts, although it is still too early to say this definitively.It is now expected that the Federal Reserve will remain on hold at least until the first half of 2025. If this is correct, it should support the dollar's upward movement in the coming months.

ChainCatcher news, Bitwise Chief Investment Officer Matt Hougan expressed his views on X, detailing why he believes the current bullish trend in the cryptocurrency market will continue.Despite the Federal Reserve's latest policy statement causing a short-term shock to the market—reducing next year's rate cut expectations from 4 times to 2 times—Hougan believes this is merely a brief interlude in the bull market process. He pointed out that the cryptocurrency market has developed an endogenous momentum independent of Federal Reserve policy, with four core trends continuously driving industry development:Washington's regulatory attitude has clearly shifted to a more supportive stance.Institutional investors are entering the market at an accelerated pace, with ETF funds continuing to flow in.Government and corporate entities are strategically increasing their Bitcoin holdings.Breakthroughs in programmable blockchain technology.From a technical perspective, Bitcoin's 10-day exponential moving average (approximately $102,000) continues to stay above the 20-day moving average (approximately $99,000). Hougan stated that this classic technical indicator has historically reflected market trends well.Hougan emphasized that the cryptocurrency market is in a new multi-year bull market cycle, and he expects that a 50bps rate cut will not change this.

ChainCatcher news, the Federal Reserve announced on Wednesday a scheduled rate cut of 25 basis points, but significantly raised future policy rate expectations and inflation expectations, now expecting only two rate cuts totaling 50 basis points next year, halving the previous expectation.According to 4E monitoring, after the release of the Fed's dot plot and economic outlook, risk aversion sentiment surged, causing all three major U.S. stock indices to decline. The S&P 500 index fell by 2.95%, the Dow Jones dropped by 2.58%, marking its longest losing streak since 1974 at ten consecutive days, and the Nasdaq fell by 3.56%. Tesla dropped over 8%, leading the decline among tech giants. Cryptocurrency-related stocks also fell broadly, with MSTR down 9.52% and Coinbase down 10.2%.The Fed's actions have dragged down the U.S. stock market, leading to a significant correction in the crypto market. BTC fell below $100,000, with Powell's remark that "the Fed does not allow nor intends to hold Bitcoin" intensifying selling pressure, resulting in a Bitcoin decline of up to 6.2%, reporting at $99,235 before the deadline. Ethereum briefly dipped to $3,542, a drop of 7.27%, while altcoins generally experienced double-digit declines. In the past 24 hours, the total liquidation amount in the cryptocurrency market reached $842 million, deepening market panic.In the forex and commodities sector, the Fed's drastic cut in rate cut expectations pushed the dollar index up over 1% to a two-year high; gold prices fell over 1% to a one-month low; U.S. crude oil inventories decreased, pushing oil prices higher, but the slowing pace of rate cuts dampened oil demand outlook, causing oil prices to rise and then gradually erase gains.After announcing a rate cut of 25 basis points to 4.25%-4.5% as expected in this meeting, the Fed's released "dot plot" indicated that only two more rate cuts are expected by 2025, halving the planned number of cuts compared to the September dot plot, with a hawkish stance exceeding expectations, leading to extreme fear in the market. Fed officials also expect two more rate cuts in 2026 and one more in 2027.

ChainCatcher news, according to Decrypt, based on CME Federal Reserve observation data, the market widely expects the Federal Reserve to announce a 25 basis point rate cut to the 4.25%-4.50% range at this week's FOMC meeting, marking the second rate cut since November, with the current expected probability as high as 93.4%.Luis Buenaventura, head of cryptocurrency at GCash, stated that since the rate cut expectations have already been priced in by the market, the direct impact of this policy adjustment on cryptocurrency prices will be relatively limited. Historical data shows that when Bitcoin experiences a 50% increase within 60 days, there is about a two-thirds probability of achieving an additional 35% increase in the following two months.Neal Wen, global business development director at Kronos Research, added that in a low-interest-rate environment, institutional investors tend to view crypto assets as an alternative to traditional investments. Min Jung, a research analyst at Presto Labs, pointed out that the market focus has shifted to the policy speech content and the latest economic projections dot plot from Federal Reserve Chairman Powell, which will provide important guidance for the direction of monetary policy in 2025.

ChainCatcher news, according to 4E monitoring, the S&P 500 halted a three-week winning streak last week, falling 0.64% for the week; the Dow Jones dropped a cumulative 1.82% over the week, marking seven consecutive trading days of decline; the Nasdaq gained a cumulative 0.34% over the week, breaking the 20,000 point mark for the first time in history.Bitcoin rose back above $100,000 last week, setting a record for the longest seven-week winning streak since 2021. The altcoin market saw a decrease in enthusiasm, with a general pullback. Over the week, Bitcoin ETFs saw a net inflow of $2.115 billion, Ethereum ETFs had a net inflow of about $712.7 million, and the supply of stablecoins increased by $2.1 billion, indicating a sustained positive outlook for funds. As of the time of publication, Bitcoin surged suddenly, breaking its historical high to reach $106,648, with the top ten cryptocurrencies also seeing an increase of nearly 1% to 4%.In the forex commodities sector, the US dollar index performed strongly last week, breaking above 107 on Friday and continuously refreshing a two-week high, with a weekly increase of nearly 1%, marking the best weekly performance in a month, while non-USD currencies fell cumulatively over the week. International oil prices surged across the board last week due to geopolitical tensions, halting two weeks of declines, with US oil rising over 6% for the week and Brent oil increasing by 4.54%. Benefiting from market expectations of an upcoming interest rate cut by the Federal Reserve next week, spot gold rose a cumulative 0.56% over the week.The most anticipated economic event this week is the FOMC meeting to be held by the Federal Reserve on Wednesday, followed by the announcement of interest rate decisions and quarterly economic forecasts on Thursday. The market has already fully priced in expectations for a 25 basis point rate cut in December, with the real focus being on clues regarding the future direction of Federal Reserve policy. The market expects that rate cuts next year will be more cautious and gradual, with a possibility of pausing rate cuts in January.Additionally, this week marks the last "central bank super week" of 2024, with up to 25 central banks, including those from Japan, the UK, and Sweden, meeting in the same week. The decisions from some key central banks may trigger market volatility, especially in the fast-paced forex and commodities markets. eeee.com is a financial trading platform that supports assets such as cryptocurrencies, stock indices, commodities like gold, and forex, recently launching a USDT stablecoin wealth management product with an annualized return of 5.5%, providing investors with a potential hedging option. 4E reminds you to be aware of market volatility risks and to allocate assets wisely.

ChainCatcher news, according to Cointelegraph, BTC has reached a historic high of $105,000, rising 20% in the past month. Analysts point out that the Federal Reserve is expected to cut interest rates next week, and there are rumors that Trump may use Bitcoin as a reserve asset for the U.S. "from day one."

ChainCatcher news, according to Jinshi reports, Tianfeng Securities released a research report indicating that the market has strong expectations for interest rate cuts. At the beginning of the week, after the release of the U.S. non-farm employment data for November, the market's expectation for a 25 basis point rate cut by the Federal Reserve in December rose to 86%, further increasing the expectations for rate cuts within the year.Subsequently, the U.S. CPI data for November met market expectations, bringing the market's anticipation for a rate cut by the Federal Reserve in December close to 100%. At the same time, the market also increased its bets on a rate cut by the Federal Reserve in January next year.

ChainCatcher news, according to Bloomberg, the enhanced expectations of a Federal Reserve interest rate cut also helped boost investor sentiment on Wednesday. After the U.S. CPI inflation met expectations, speculators increased their bets on a rate cut by the Federal Reserve, and the prospect of monetary policy easing drove the tech-heavy Nasdaq 100 index to a record high.Henry Elder, head of UTXO Management, stated, "The market likes to see inflation meet expectations," and added that traders are "trying to figure out whether $100,000 is the ceiling or the floor for Bitcoin."

ChainCatcher news, according to Bloomberg, the latest U.S. inflation data has strengthened bets on the Federal Reserve cutting interest rates again, and Bitcoin has once again surpassed $100,000. The prospect of a loose monetary environment has eased investor sentiment, driving the tech-heavy Nasdaq 100 index to a record high.Henry Elder, head of UTXO Management, stated, "The market likes to see inflation rates meet expectations." He added that traders are "trying to figure out whether $100,000 is a ceiling or a floor."Since Trump won the U.S. election on November 5, Bitcoin has risen by about 50%, with approximately $11 billion net inflow into U.S. Bitcoin spot ETFs during this period, while Ethereum spot ETFs attracted $2.4 billion in net inflow.

ChainCatcher news, Investors Edge Market and Research Director John Choong stated that after the release of the non-farm payroll report in November, the market predicts a greater than 90% chance of the Federal Reserve cutting interest rates this month, which has exceeded market expectations. Traders seem to focus on the fact that while the U.S. job market shows no signs of cooling, it also shows no signs of heating up. However, Choong's interpretation of the data is different.He believes that the non-farm payroll data for November indicates that last month's weakness was merely a temporary phenomenon caused by the hurricane, and the U.S. labor market is resilient. The Federal Reserve needs to carefully "thread the needle," as they cannot cut rates too early if inflation remains high. He expects rate cut expectations to be repriced, "because today's strong data challenges the view of a rate cut in December."

ChainCatcher message, Federal Reserve Chairman Powell stated on Wednesday that the U.S. economy is performing stronger than it did when the Fed began cutting rates last September, which may lead policymakers to be more cautious about further rate cuts. Powell said, "We can be a bit more cautious as we try to find a neutral stance."Powell's remarks on Wednesday seem to align with the more cautious policymakers and largely echo the earlier view that the Fed can "carefully" consider rate cuts without rushing into action. Powell's comments did not significantly change the current expectation of a 25 basis point rate cut again in December.