流动性来了

🔥【Breaking】Morgan Stanley suddenly changes stance: Is the Fed really going to cut rates in December?!

Previously, due to the strong non-farm payroll data in September, Morgan Stanley once hesitated, saying rate cuts would have to wait until 2026… However, in recent days, they have rapidly reversed course and are betting on a cut in December!🎯

Why such a quick turnaround?
✅ Several key Fed officials—Williams, Waller, and Daly—have recently collectively "dove"🕊️
✅ CME interest rate observations show: the market's bet on a rate cut in December has soared to 87%!
✅ Morgan Stanley admits: they "pulled the forecast too early," and now they are quickly trying to catch up!

📉 Key signals:

· Economic data for November is starting to weaken
· Unemployment rate is expected to continue rising
· Consumer spending may also be unable to hold up...

Morgan Stanley's latest forecast path👇:
December➡️cut by 25 basis points
January and April next year➡️each cut by 25 basis points
Final rate expected to be 3%-3.25%!

💥 What does this mean for the market?
Rate cuts = more liquidity = risk assets may soar🚀
But be careful of the inflation ghost making a comeback… The Fed is walking a tightrope, playing with expectations!

🧠 Crypto circle note: Once the floodgate opens, will the funds slip into the crypto market? You know what I mean...

(Opinions are for reference only and do not constitute investment advice～)$BTC
$ETH $SOL

#美联储降息 #流动性来了 #宏观变盘前夜 📈

The last major liquidity injection saw Bitcoin rise by 35% in 40 days.🚀


Back to March 5, 2021:

The U.S. announced a $1,400 stimulus check for every citizen.

Once the news broke, funds flooded in, pushing BTC from $47,000 directly to $65,000.

In exactly 40 days, a 35% increase.


This time, Trump is preparing to issue not $1,400,

but—$2,000.


In other words,

when money is once again "indiscriminately pumped into the market,"

both the stock market and the crypto market will experience the same effect:

Funds will first boost risk assets, then raise living costs, and finally drive up inflation.


In the short term, it’s a carnival.

In the long term, it’s a volcano.


That’s why those who truly understand cycles:

Don’t shout to charge at the peak, nor despair at the trough.

We only look at the direction of funds.


✅ Major liquidity injection = Accelerated return of liquidity

✅ Prioritize risk assets (stocks/crypto)

⚠️ Ultimately, this rebounds on the U.S. stock market itself (bubble → squeeze → collapse)


So the question isn’t “Will BTC rise,”

but—are you ready to receive the money?


#大放水 #流动性来了 #BTC行情观察 $BTC $ETH $SOL