Official Announcement! The Federal Reserve has turned on the "tap" ahead of schedule, injecting $40 billion monthly. Is the bull market engine ignited?
Stop guessing, the direction is set.
Just now, the Federal Reserve released a heavy schedule: starting today (December 12), it will directly purchase $40 billion in short-term government bonds each month.
The market's expectation of a "2026 script" has been brought forward by a full two years. This is not a minor adjustment; it is a clear signal of "liquidity shift." A historic wealth window is being violently opened.
Core Interpretation: This is not a water refill; this is opening the sluice.
1. The nature is fundamentally different: from "price reduction" to "increment."
· Lowering interest rates only makes the "cost of borrowing" cheaper.
· This operation is the Federal Reserve personally stepping in, directly injecting fresh blood (dollars) into the veins of the financial system. This is a leap in quantity, not an adjustment in price. The influence is not in a single dimension.
2. The timing exceeds expectations: urgency says it all.
· Everyone thought this operation was still far away, but the Federal Reserve chose to "execute immediately." This strongly suggests that the liquidity demand of the U.S. banking system is more urgent than public data shows. They are not preventing the future; they are responding to the present.
3. Certainty fuel has been injected: Where does the water go?
· $40 billion monthly, nearly $500 billion in stable purchasing power per year. This massive amount of money will not just sit in accounts; it must seek assets that can appreciate. Global risk assets, especially the cryptocurrency market, which is most sensitive to liquidity, are already standing at the forefront of the tide.
Historical Mirror: This is not a replay; this is an upgraded version!
