Macroeconomic Research and Trends

Compilation of Institutional Perspectives

Institutional View Compilation

Although the market has digested expectations of significant easing from the Federal Reserve, the challenge for investors is that the Fed has not yet been willing to acknowledge the market's anticipated future path of low interest rates.

The K-shaped growth of the U.S. economy, Wall Street's irreversible embrace of the crypto trend, and the B-side battleground of stablecoins.

Accelerate interest rate cuts, restore QE?

The issuance can be unregistered or simply registered, but the issuance platform may have requirements.

The expectation of interest rate cuts is rising, and economic data remains the core variable.

This statement will not directly affect the Hong Kong stablecoin market, but it will have an indirect impact, as mainland institutions will enter the Hong Kong stablecoin market more cautiously and discreetly.

A detailed analysis of the Federal Reserve's Beige Book, the changing expectations for interest rate cuts, and the potential reactions of Bitcoin and the broader cryptocurrency market before the decision in December.

Hassett has become the hottest candidate for the Federal Reserve chair, and his deep ties to the cryptocurrency industry have drawn significant market attention.