#美SEC推动加密创新监管 Fed's latest signals ignite market nerves

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A top Wall Street investment bank has just staged a dramatic turnaround. A week ago, the analyst team insisted that "action wouldn't be taken until January next year," but they have now swiftly revised their report: the interest rate cut window is opening in December.

The real stakes in the interest rate futures market are more direct—traders express their views with over 80% betting probability. Behind this collective shift in expectations are hard indicators such as the continuous decline in inflation data and a cooling job market.

If the interest rate cut cycle really starts early, how will the release of liquidity affect asset pricing? Historical experience shows that a loose monetary environment often opens up upward space for risk assets, but this time the global economic structure has changed - geopolitical risks, high debt, and the overlapping of technological revolutions.

Will traditional safe-haven asset gold move first, and will the stock market follow or observe? As an emerging risk asset, will the crypto market react in advance or lag behind in validation?

The key now is: will this wave of expectations be contradicted by the data again? There are two key data releases before the December interest rate meeting, and any surprises could rewrite the script. Do you think this is a real turning point or just a fake fall?