Today’s move basically matches expectations: a 25 basis point rate cut, another one next year, with no change in the dot plot.
But the main event is this—expanding the balance sheet by 40 billion, starting tomorrow! I actually guessed this early, but most of the market didn’t realize it. Real liquidity is coming.
Now the key is to see what Powell says at 3:30 AM. If his words hint at a hawkish stance, then it’s simple: a decline is an opportunity—buy in, buy in, don’t hesitate. Anyway, liquidity is there, and short-term volatility is actually a good time to get in.
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fren.eth
· 42m ago
Expand the table by 40 billion? Now that's the real story, the market is still sleeping.
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If Powell signals hawkishness, I'll jump on the bandwagon immediately, liquidity is definitely coming.
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Wait, the dot plot hasn't changed? So how will this year be different from next year?
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I've seen through it long ago, just waiting for tomorrow's show.
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Short-term volatility = bargain prices, my chance has come.
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I've already figured out the liquidity situation. Now just waiting for his mouth to confirm.
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FOMOSapien
· 12-10 20:52
Expanding the balance sheet by 40 billion is a move that few people see through. I've been waiting for this for a long time.
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If Powell really turns hawkish, that would be the best entry point. With such ample liquidity, why hesitate?
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It's ridiculous that the dot matrix chart hasn't changed. There will still be cuts next year. Has the market not reacted yet?
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Let's wait and see what they say at 3:30. Seems like this time is a trap.
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I knew the balance sheet expansion was coming long ago. Just waiting for retail investors to catch up.
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BanklessAtHeart
· 12-10 20:47
Expanding the table by 40 billion, I didn't expect this hand either. It will start tomorrow, and liquidity really is coming.
What Powell says tonight is still key; if the hawkish stance is maintained, a dip will be a buying opportunity.
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MEVSandwichMaker
· 12-10 20:34
Expansion to 40 billion will arrive tomorrow. Not many people have reacted to this wave.
If Powell says hawkish, then a dip is a buying opportunity. Don't overthink it.
Liquidity remains unchanged. Short-term volatility is a signal to get in.
Today’s move basically matches expectations: a 25 basis point rate cut, another one next year, with no change in the dot plot.
But the main event is this—expanding the balance sheet by 40 billion, starting tomorrow! I actually guessed this early, but most of the market didn’t realize it. Real liquidity is coming.
Now the key is to see what Powell says at 3:30 AM. If his words hint at a hawkish stance, then it’s simple: a decline is an opportunity—buy in, buy in, don’t hesitate. Anyway, liquidity is there, and short-term volatility is actually a good time to get in.