🔥 Global central bank policy turning point collision: Is a liquidity change imminent?
🇯🇵 Bank of Japan dual operation:
✅ Injecting 21.3 trillion simultaneously
✅ Committee member Masu hints that the "rate hike timing is very close" → The dilemma of negative real interest rates remains unsolved
🇺🇸 Federal Reserve's interest rate cut probability falls to 69.4%:
🕊️ Williams (dove): Policy is tight, inflation may return to 2% by 2027
🦅 Collins (hawk): Opposes rate cut in December, advocates for maintaining tightening
⚠️ The three giants issue warnings:
• Paulson: Rate cuts may lead to economic overheating
• Goolsbee: Rejects aggressive rate cuts
• Cook & Hamak: High leverage + AI trading may trigger risks
📈 Key data puts pressure:
Non-farm payrolls increased by 119,000 in September → Exceeded expectations by 2 times! Employment resilience breaks recession theory
💡 Core observations:
• Japan's "simultaneous monetary easing and rate hike" creates a policy wonder
• Internal divisions within the Federal Reserve intensify → Probability of a rate cut in December changes
• $BTC , $ETH , $BNB volatility may intensify #比特币波动性 👇
⚠️ Risk warning: Policy shifts may impact the market, please do not make decisions based solely on unilateral predictions.