Core Insights - The focus of the market is shifting from the anticipated Fed rate cut to the tone of Fed Chair Jerome Powell and the upcoming leadership transition in early 2026 [3][9]. Federal Reserve's Approach - The Federal Reserve is expected to implement a 25-basis-point rate cut, maintaining a data-dependent approach due to the lag in labor-market data [4]. - The terminal rate projection is likely to remain around 3.0%, indicating a divided committee [4]. Leadership Transition - The delayed announcement of Kevin Hassett as the next Fed Chair, expected in early 2026, could be a bullish development for crypto markets, suggesting a shift towards a more growth-friendly stance [5][9]. Bitcoin Market Dynamics - Bitcoin is facing critical resistance at the $91,000 level, with expectations that it will trade around this zone post-FOMC meeting rather than breaking out decisively [5][9]. - The current economic environment includes weakening labor conditions, rising layoffs, and inflation pressures linked to tariff policies, with limited fresh data due to the U.S. government shutdown [6]. Market Expectations - Economists largely anticipate another quarter-point cut, with the CME FedWatch tool indicating an 89.4% probability of a 25-bps move, which would lower the federal funds rate to the 3.75%–4% range [7].

Core Viewpoint - The Federal Open Market Committee (FOMC) is expected to announce a rate cut during its December 2025 session, which could significantly impact crypto markets [1][2]. Group 1: Rate Cut Expectations - Market expectations are heavily leaning towards a 25-basis-point rate cut, with an 89.4% probability assigned to this outcome for the December 10 meeting [2]. - If the Fed implements a cut, it would mark the third consecutive reduction this year, lowering the interest rate to a range of 3.50%-3.75% [3]. Group 2: Market Reactions - The September rate cut led to a brief increase in the crypto market, with Bitcoin and Ethereum experiencing gains, while the US dollar weakened [3]. - The impact of the October cut was muted due to a broader market downturn, but analysts suggest that another cut could be perceived as bullish for crypto assets [4]. Group 3: Analyst Insights - A standard rate cut is seen as mildly bullish for cryptocurrencies, as it enhances liquidity and encourages investment in risk assets like Bitcoin and Ethereum [5]. - The actual market reaction may be more influenced by Fed Chair Powell's press conference rather than the rate cut announcement itself [5]. Group 4: Future Projections - Bank of America anticipates that Powell may indicate 'reserve management purchases' to inject fresh liquidity, which could stabilize small-bank funding stress and support market liquidity [6]. - A dovish tone from Powell regarding inflation and labor conditions could lead markets to expect further rate cuts, while a hawkish stance could negatively impact Bitcoin and altcoins [6].

All right, here's the question the audience wants to know this morning. I'm looking at mortgage rates for the 30 years, 6.36%. Does a Fed rate cut, does it finally bring the rates lower.Because we've seen cuts and the rates have actually moved higher. >> You know, I think people are expecting this cut. This will be the third one this year and I don't think it's going to make a dramatic difference.Could it eventually help a little bit, but it's not going to be anything substantial. So, I don't think it's any ...

投资咨询业务资格:证监许可【2012】31号 ITG国贸期货 贵金属数据日报 | | | | | 国贸期货研究院 | | 投资咨询号:Z0013700 | | | 2025/12/9 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | | | 贵金属与新能源研究中心 白素娜 | | 从业资格号:F3023916 | | | | | | 日期 | 伦敦金现 | 伦敦银现 | COMEX黄金 | CONEX白银 | AU2512 | AG2512 | AU (T+D) | AG (T+D) | | 内外盘金 | | (美元/盎司) | (美元/盎司) | (美元/盎司) | (美元/盎司) | (元/克) | (元/千克) | (元/克) | (元/千克) | | 银15点包 | | | | | | | | | | | 格跟踪 | 2025/12/8 | 4215. 55 | 58. 35 | 4243.80 | 58. 81 | 955. 08 | 13691.00 | 953. 25 | 13668.00 | | (本表数 ...

Stocks drifted lower as the battle for Warner Bros. Discovery went hostile and investors expected a Fed rate cut this week. ...

RT Bitcoin Magazine (@BitcoinMagazine)JUST IN: Chances for a Fed rate cut this week spiked to 94%, according to Polymarket 🇺🇸Bullish 🚀 https://t.co/KNaFQHvePz ...

U.S. stocks kicked off the week in a mixed pattern, with sentiment turning cautious as traders consider a Fed rate cut all but fully baked into current valuations. CME FedWatch tool currently assigns a 90% likelihood to a quarter-point reduction at the Dec. 10 meeting. Yet the odds of a follow-up move in January fell to 20%, signaling rising skepticism that the Fed will sustain its recent easing pace. • Warner Bros. Discovery stock is challenging resistance. What’s behind WBD new highs?Small caps led once a ...

US stock futures moved higher on Monday as Wall Street headed into a pivotal week dominated by the Federal Reserve's final policy meeting of 2025. Contracts on the S&P 500 (ES=F) edged up 0.2%, while those on the tech-heavy Nasdaq 100 (NQ=F) rose roughly 0.3% on the heels of fourth day of gains for both. Dow Jones Industrial Average futures (YM=F) hovered above the flatline. The modest moves followed on the heels of a back-to-back weeks of gains for the major gauges. The S&P 500 (^GSPC) rose 0.3% last w ...

Company and Industry Insights - Paramount SkyDance (PSKY) launched a $108 billion hostile bid for Warner Bros. Discovery (WBD), causing PSKY stock to initially rise by 5% before paring gains [5] - Warner Bros. Discovery (WBD) shares surged nearly 7% following the bid announcement, while Netflix (NFLX) experienced a pullback due to the implications for its acquisition plans [5] - Upcoming earnings reports from Oracle (ORCL) and Adobe (ADBE) are anticipated on Wednesday, with Broadcom (AVGO) and Costco (COST) scheduled for Thursday [5]

Group 1 - SpaceX moved 1,083 Bitcoin (BTC), valued at approximately $100 million, to new wallets, indicating a custody shuffle rather than an intention to sell [1] - BTC experienced a decline, dropping to $88,000 before slightly recovering, currently trading just below $90,000, which is a critical support-turned-resistance level [2] - The potential for BTC to break above $90,000 could lead to further bullish momentum, with the next target at $94,600, and higher targets around $108,000 and $116,000 identified [2][3] Group 2 - Market sentiment is shifting towards expectations of a Fed rate cut, with a 92% probability of a 25 basis point cut being priced in, which could positively impact BTC [4][5] - The Federal Reserve has made consecutive rate cuts, with the last one occurring in October, but some officials are resistant to further cuts, creating a mixed outlook [6] - Bitcoin liveliness, a metric associated with BTC bull phases, is on the rise, suggesting a potential resurgence in market activity [7]