#宏观经济影响 JPMorgan says the Fed's interest rate cuts are already fully priced in, and US stocks are about to start taking profits... what this means is that the previous rise has basically been fully reflected, and now it's just waiting for the moment to Be Played for Suckers🔪
The key is, what does this mean for risk assets? It means that money may flow out of the stock market in search of new outlets, brother! And we all know that when traditional assets start to adjust, funds often run to more aggressive places—cryptocurrencies, meme coins, and small-cap coins are the playgrounds for suckers.
With low oil prices, slowing wage growth, and easing tariff pressures… these conditions actually provide the Fed with more room to cut interest rates, leading to greater liquidity. In the short term, US stocks may be hit hard, but in the long run, a dovish central bank = expectations of money printing = a frenzy in risk assets.
The profit-taking wave is coming before the end of the year, but don't be scared, this is precisely the opportunity window to get on board. The funds for the next cycle have been itching to get started.
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#宏观经济影响 JPMorgan says the Fed's interest rate cuts are already fully priced in, and US stocks are about to start taking profits... what this means is that the previous rise has basically been fully reflected, and now it's just waiting for the moment to Be Played for Suckers🔪
The key is, what does this mean for risk assets? It means that money may flow out of the stock market in search of new outlets, brother! And we all know that when traditional assets start to adjust, funds often run to more aggressive places—cryptocurrencies, meme coins, and small-cap coins are the playgrounds for suckers.
With low oil prices, slowing wage growth, and easing tariff pressures… these conditions actually provide the Fed with more room to cut interest rates, leading to greater liquidity. In the short term, US stocks may be hit hard, but in the long run, a dovish central bank = expectations of money printing = a frenzy in risk assets.
The profit-taking wave is coming before the end of the year, but don't be scared, this is precisely the opportunity window to get on board. The funds for the next cycle have been itching to get started.