ME News message, December 18 (UTC+8), QCP Capital stated in an official channel that the market is ending this year with a fragile balance of confidence and caution. The Federal Reserve's dovish tone in interest rate cuts is mixed with hawkish tendencies, signaling support for the labor market while firmly keeping inflation in focus. The dot plot indicates a flattening interest rate path, with the market currently pricing in about 2 to 3 rate cuts next year. The stock market remains a key macro swing factor. Funds continue to flow into the artificial intelligence infrastructure sector, but its monetization process is lagging. If income growth cannot keep pace with investment, risks will spread from the AI sector, potentially triggering a broader stock market value reassessment in 2026. The cryptocurrency market still faces pressure as Morgan Stanley Capital International is reviewing the eligibility of digital asset management companies for index inclusion. This could lead to passive outflows of up to $2.8 billion. (Source: ME)

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