Is the rate cut finally arriving?

A report from Barclays on December 9th is worth noting — they are betting that the Federal Reserve will move this week, cutting by 25 basis points. The federal funds rate target range could be directly lowered to 3.50%-3.75%.

Interestingly, Barclays believes that this rate cut statement will contain some "hawkish" signals. In other words? The most likely scenario is to hold steady in January next year. But don’t worry, they forecast another 25BP rate cuts in March and June 2026.

What does the dot plot say? Barclays believes the latest expectations of the decision-makers are: one cut in 2026, another in 2027, both at 25 basis points.

What does this move mean for main cryptocurrencies like BTC and ETH? Once the expectation of liquidity easing is realized, the crypto market historically tends to react. Of course, whether privacy coins like ZEC can keep pace with the overall market still depends on specific trends.

Every shift by the Federal Reserve is a key moment to observe capital flows. This week is worth watching.