Expectations of further interest rate cuts in the United States have gained momentum, according to a statement from a member of the Board of Governors of the Federal Reserve System of the United States. Christopher Waller, he argued another rate cut in December.
Waller's speech occurs after one of the busiest weeks of 2025, marked by advances in stock indices and a combination of political and corporate events that breathed new life into the markets. The Nasdaq ended the week with an increase of 2,5%, driven by the positive results of Amazon, while the S & P 500 and Dow Jones recorded gains of approximately 1%.
The Federal Reserve had already Interest rates were cut at the previous meeting., in line with expectations, and the recent Meeting between President Donald Trump and Chinese leader Xi JinpingThe easing of trade tensions in South Korea helped reduce trade tensions between the world's two largest economies. This geopolitical relief added optimism to the short-term outlook.
For the first week of November, investors' focus shifts to the sector of artificial intelligencewith large companies such Palantir (PLTR), AMD (AMD), Supermicro (SMCI) e Constellation Energy (CEG) Companies are about to release their quarterly results. The performance of these companies can influence market sentiment and, consequently, capital flows into digital assets.
In the economic field, the partial shutdown of the US government This will likely delay the release of the jobs report again, making the data from ADPThe main indicator of the labor market, scheduled for Wednesday, is also on the radar. Also on the radar are the indices of manufacturing and services do ISM and the S&P Global, in addition to the consumer sentiment index da University of Michigan, which will be released on Friday.
These combined factors — expectations of further interest rate cuts, corporate balance sheets, and the international political climate — promise a A crucial week for financial markets and for Bitcoin., which remains sensitive to any signs of change in US monetary policy.