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QCP Capital: Market expectations for the Federal Reserve's interest rate cuts are heating up. At the beginning of the year, only one cut was expected, now it has been raised to four times

QCP Capital: Market expectations for the Federal Reserve's interest rate cuts are heating up. At the beginning of the year, only one cut was expected, now it has been raised to four times

Bitget2025/03/12 10:07

News on March 12, QCP Capital released a market analysis today, pointing out that the escalation of global trade tensions is putting pressure on market sentiment, and new tariffs may be implemented on April 2. The 25% steel and aluminum tariffs that took effect today have triggered retaliation from the European Union. The EU plans to implement tariffs worth 26 billion euros (22 billion pounds) starting in April. Market volatility has intensified: The VIX index soared to 28 and then fell back to 26.6; the Cboe VIX futures curve has entered an inverted state, suggesting that the market may be close to bottoming out. Tonight's CPI data may determine market interest rate expectations; current market expectations for Fed rate cuts in 2024 have been raised from once to four times, but unexpected increases in January CPI have caused doubts about inflation slowdowns among investors who maintain a cautious attitude. Crypto Market Dynamics: SEC postponed XRP, SOL, LTC, ADA, DOGE ETF approval until May and will hold a crypto regulatory roundtable meeting on March 21st discussing crypto asset classification and regulatory framework. Bitcoin ETF saw a net outflow of $154 million USD with GBTC selling off single-day sales of 641 BTC (worth $56.45 million USD), indicating institutional investor caution is heating up. Markets will closely watch whether CPI data confirms inflation slowing trends while ETF approval progress and regulatory meeting results could also impact short-term trends in the crypto markets.

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Disclaimer: The content of this article solely reflects the author's opinion and does not represent the platform in any capacity. This article is not intended to serve as a reference for making investment decisions.

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