Odaily星球日报讯 美联储官员戴利在接受采访时表示，她将对 2025 年降息两次感到满意。她说，经济和政策都处于良好状态，美联储可以回到更典型的渐进政策模式。最近作出的利率决定很艰难，这似乎与鲍威尔主席在 FOMC 新闻发布会上的言论相呼应。她表示，一些公司正赶在特朗普提出关税政策之前建立库存。很难说关税是否会导致通胀，更重要的是时间的范围和幅度。（金十）

美联储戴利：对2025年降息两次的预期感到满意

Odaily Odaily News: Fed official Daly said in an interview that she would be satisfied with two rate cuts in 2025. She said that the economy and policy are in good shape and the Fed can return to a more typical gradual policy model. The recent interest rate decisions were difficult, which seemed to echo Chairman Powell&#39;s remarks at the FOMC press conference. She said that some companies are rushing to build inventory before Trump&#39;s tariff policy. It is difficult to say whether tariffs will lead to inflation, and what is more important is the scope and magnitude of the time. (Jinshi)

Fed's Daly: Satisfied with expectations of two rate cuts by 2025

According to the news from Mars Finance, AJ Bell's investment director Russ Mould: He agrees with the market's expectation that the Federal Reserve will cut interest rates by 25 basis points at this meeting. However, the Federal Reserve's economic outlook may show that there will only be two rate cuts next year. After a little over a week of Trump's inauguration next month, the Federal Reserve will hold another meeting, and whether the possibility of a rate cut in January has been completely ruled out? I wouldn't say so. The Federal Reserve is known for being "data-dependent" and is committed to its dual mandate of inflation and employment. But behind Powell, the huge federal deficit means $1 trillion in annual interest payments, which is putting pressure on U.S. economic growth. If interest rates can be lowered to reduce interest payments, this would be beneficial for the United States, as well as the president-elect Trump.

Analysts: Given the huge federal deficit, the possibility of a January rate cut has not been completely ruled out

"The rubber band that has been taut for a long time has finally snapped," as the stock market continues to clear excess liquidity, investors should be prepared for more declines.

The Federal Reserve's calm forecast on interest rates and inflation outlook for 2025 on Wednesday (December 18) has shocked the market, and the market correction may have already begun, but it's not time to panic yet.

Federal Reserve Chairman Powell conveyed an unwelcome message: the process of inflation decline is slower than expected, and it is expected that there will only be two 25-basis-point rate cuts by 2025. This is in contrast to the previous larger rate cut forecasts and more progress in lowering inflation...

The Fed pushed the market "off the cliff" and the U.S. stock market correction may have begun

Bitunix analysts pointed out that there was a significant correction in the cryptocurrency market after the Federal Reserve’s December 2024 interest rate decision. The Fed has signaled that the pace of interest rate cuts will slow in 2025, with only two rate cuts possible throughout the year. Chairman Powell emphasized after the meeting that inflation is still above the 2% target and the Fed will prudently adjust policies based on economic data. It may take one to two years to achieve the target.
On the same day, the Bitcoin spot ETF saw a net outflow of US$671.9M, causing the price of Bitcoin to plummet nearly 10% in a single day. Although President-elect Trump proposed to establish a strategic reserve of Bitcoin and may use confiscated Bitcoin as a reserve asset, Fed Powell stated that he has no intention of holding Bitcoin and that relevant policies should be decided by Congress. This comment cooled the market's expectations for the policy, and the cryptocurrency market immediately experienced fluctuations.
In addition, the U.S. stock market and bond market fell simultaneously after the interest rate decision. Investors are worried that in a high inflation environment, the Federal Reserve may maintain high interest rates, which will put pressure on economic growth. U.S. economic forecasts for 2025 show that GDP growth may slow to 2.1%, core PCE inflation may be 2.5%, while the labor market remains solid.
Bitunix analysts suggest that against the backdrop of increased policy and market uncertainty, investors need to pay close attention to regulatory developments and economic data and adopt flexible strategies to respond to market fluctuations.

Bitunix analyst opinion: Investors need to pay close attention to regulatory developments and economic data, and adopt flexible strategies to respond to market fluctuations