White House Council of Economic Advisers Chairman Hassett recently stated that the Fed might cut rates at its next meeting. This is interesting—usually the White House is evasive about monetary policy, so there might be some signal behind this proactive statement.
Looking at the Fed’s balance sheet from December 4, a few data points stand out: • Commercial bank reserves evaporated by $3.83 billion in a single week, indicating clear market liquidity tightening • The Fed’s securities holdings continue to shrink (down $10 billion for the week), with the balance sheet reduction pace ongoing • Combined with recent weakening economic data, there are indeed early signs of a policy shift
If a rate cut does happen, global liquidity expectations could shift directionally. For crypto assets, this could be a turning point—assuming the expectations materialize.
The market has already started trading on this expectation. That said, the Fed has a history of sending mixed signals, so the truth will depend on future data.
Disclaimer: The above is for informational purposes only and does not constitute investment advice. Crypto markets are highly volatile—always do your own research (DYOR) before making decisions.
Do you think this is a real rate cut signal, or just verbal reassurance for the market?
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RumbleValidator
· 14h ago
38.3 billion in reserves evaporated in a week—these numbers don’t lie. The question is whether the Fed will really go for a hard landing or keep pretending nothing’s wrong. Let’s wait and see what the next CPI data says.
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just_another_fish
· 16h ago
$38.3 billion gone in a week, these numbers are a bit scary... Feels like they're setting us up again.
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TokenTaxonomist
· 23h ago
nah the fed's literally just doing the classic bait-and-switch. per my analysis of the reserve data, those numbers don't actually add up to "imminent easing" — statistically speaking, this volatility pattern mirrors 2018's false signals. not falling for it tbh
Reply0
TradingNightmare
· 12-04 22:29
Is it the interest rate cut expectations again? Last time they said this, I lost some money. This time, I'll choose to wait and see.
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SmartMoneyWallet
· 12-04 22:29
$38.3 billion in reserves evaporated? Whether this data is real or not depends on how the on-chain whales move. Retail investors are still fixated on rate cuts, while big money has already started positioning.
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SocialAnxietyStaker
· 12-04 22:19
Here we go again? I have to hand it to the Fed for their ability to string people along. I'll believe it when the rate cut actually happens.
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GoldDiggerDuck
· 12-04 22:15
Flying kites again—I've seen this trick from the Fed many times before.
View OriginalReply0
DAOTruant
· 12-04 22:00
Starting to fly kites again, same old tricks as previous years. Let's wait for the data before saying anything.
#比特币对比代币化黄金 $BTC $ETH $BNB
White House Council of Economic Advisers Chairman Hassett recently stated that the Fed might cut rates at its next meeting. This is interesting—usually the White House is evasive about monetary policy, so there might be some signal behind this proactive statement.
Looking at the Fed’s balance sheet from December 4, a few data points stand out:
• Commercial bank reserves evaporated by $3.83 billion in a single week, indicating clear market liquidity tightening
• The Fed’s securities holdings continue to shrink (down $10 billion for the week), with the balance sheet reduction pace ongoing
• Combined with recent weakening economic data, there are indeed early signs of a policy shift
If a rate cut does happen, global liquidity expectations could shift directionally. For crypto assets, this could be a turning point—assuming the expectations materialize.
The market has already started trading on this expectation. That said, the Fed has a history of sending mixed signals, so the truth will depend on future data.
Disclaimer: The above is for informational purposes only and does not constitute investment advice. Crypto markets are highly volatile—always do your own research (DYOR) before making decisions.
Do you think this is a real rate cut signal, or just verbal reassurance for the market?