Tonight, the global market is only waiting for one thing: the Fed's 'hawkish rate cut'.
At 3 AM Beijing time, the interest rate decision will be announced. A rate cut of 25 basis points is almost certain.
But this time, it's completely different.
The 'hawkish rate cut' is coming—cutting rates while clearly hinting: this may be the last time in the near future. The subtle moment of policy shift is tonight.
There are only three core points to watch:
1. Powell's 'one sentence'
The post-meeting statement and press conference are key. Goldman Sachs expects the wording to return to 'cautious', suggesting that the threshold for another rate cut has been significantly raised. How Powell defines 'the last time' will determine the market direction.
2. Serious internal division
This voting may show rare disagreement:
• Some are worried about employment and insist on a rate cut;
• More are wary of inflation and demand to stop;
• There may even be multiple dissenting votes. The more serious the internal division, the greater the market volatility.
3. An overlooked signal
Besides interest rates, the balance sheet may quietly shift. To alleviate market pressure, the Fed may restart bond purchases—this is not a full-scale easing, but it is a liquidity signal that cannot be ignored.
Just before the resolution, the market has already moved in advance:
$BTC broke through 94588 strongly, $ETH surged to 3397! This is not a coincidence.
Global funds are betting on the next chapter.
After tonight, is the easing cycle really over? All answers will soon be revealed.
Follow me for the first interpretation of the Fed's major resolution and seize the market turning point. $BTC #美联储FOMC会议
