#BTC资金流动性 $BTC $ACT $SUI

The Federal Reserve has cut rates three times in a row, bringing the interest rate down to 3.6%. As a result, the stock market opened high but fell throughout the day— is this a market rescue or shooting oneself in the foot? Global traders are confused.

The data is heart-wrenching: core PCE is stuck at 2.83%, and the so-called "super core inflation" is even more stubborn, firmly standing at 3.3%. Service sector prices are sticky, consumers are still buying, and Trump's tariff policy is about to stir things up again... At this critical moment, cutting interest rates is clearly going against the trend.

What’s even more eye-catching is the political hand reaching into the economy. With the midterm elections approaching, the White House is unambiguously pressuring the Federal Reserve, even going so far as to suggest replacing the "cooperative" chairman. The national debt has skyrocketed to $37.7 trillion, and each interest rate cut could save hundreds of billions in interest—this is not about saving the economy, but clearly about votes. There is internal division within the Federal Reserve, and its independence has been torn to shreds.

The market has long used actions to send warnings: the 10-year U.S. Treasury yield is still firmly pinned at 4.1%, and long-term inflation expectations are still climbing. Now, to understand monetary policy, one must first look at the political agenda. If policies inadvertently stoke the fire for elections, the nightmare of 1970s stagflation may be replayed.

How are the assets in your hands aligning? Are you following the trend with interest rate cuts, or are you bottom-fishing for inflation? Let's discuss in the comments section.

(Trading carries risks, and opinions are for reference only)