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QCP:市场进入观望阶段,关注美联储领导层变动与降息预期
Sou Hu Cai Jing· 2025-12-03 10:28
Market Overview - The market entered a wait-and-see mode after fluctuations on Monday, with Bitcoin oscillating around $95,000, rebounding approximately 5% from previous lows [1] - Stock and foreign exchange markets remained stable ahead of the upcoming Federal Reserve meeting [1] Federal Reserve Insights - The probability of Kevin Hassett becoming the next Federal Reserve Chairman is approximately 85%, with an expected formal appointment by Trump in early next year [1] - The futures market indicates a 90% probability of a 25 basis point rate cut by the FOMC next week [1] Market Focus Shift - The market's focus is shifting from inflation data to governance structure, policy orientation, and institutional trends [1]