A freshly released economist survey has pretty much revealed the Fed’s upcoming rate cut trajectory.

The collective expectations of 100 top economists show an unusually high level of consensus this time.

Let’s break down the timeline:

December 10, which is this month. 89% of surveyed economists believe there will be a 25 basis point rate cut, bringing the rate range down to 3.50%-3.75%. That probability is almost a sure thing.

By Q1 2026, half of the experts predict the rate will continue to drop to 3.25%-3.50%. If this script plays out, it means a sustained easing cycle is on the way.

What does a rate cut mean for the market?

Most directly, liquidity. As funding costs decrease, money looks for outlets. When traditional pools of capital start to overflow, high-yield assets are always the first to benefit.

For risk assets like cryptocurrencies, a low-rate environment has traditionally been a solid booster. While history doesn’t simply repeat itself, this macro backdrop is worth paying close attention to.

Another interesting point: the market often trades on expectations in advance. When the roadmap is already this clear, actual price movements may happen before the rate cut officially occurs.

So here are a few questions to consider:

If a rate-cut cycle really arrives, which sectors will react first?
Does your current position allocation need some adjustment?
With such a strong consensus, will the Fed follow through as expected, or will there be a surprise?

The market always trades on expectations. When everyone is looking in the same direction, it might just be time to stay calm.

A new cycle of liquidity may be on the way—are you ready?