2025-12-11 09:00:56

The Federal Reserve has taken action again—cutting interest rates by 25 basis points. Powell's stance is very clear: this round of rate cuts is temporarily coming to an end. However, he also didn't forget to reassure market sentiment, implying that no one wants to go through another round of rate hikes.

Interestingly, the officially released non-farm payroll data appears to be quite stable, but the true employment situation behind the scenes that Powell disclosed privately may not be as rosy—actual monthly job losses are about 20,000. How much of this is true is left for everyone to judge.

The most noteworthy development is the Fed restarting its short-term bond purchase program, directly injecting 40 billion USD into the market in the first month. This move signals a dovish stance—what are they afraid of? Scenarios like liquidity shortages and uncontrolled interest rates.

Honestly, Powell's dovishness exceeds expectations, especially with this round of bond purchases. But he also hinted that there probably won't be any new moves during his term, and the next rate cut will have to wait until a new chairman takes over.

The market has already pushed expectations to June next year, but right now, the past six months feel like lacking a compass—the sense of direction is nearly zero. Liquidity can support the bottom, but a big rally? That’s basically hard to push. The upcoming rhythm is likely to remain volatile, and chasing gains or panic selling in this environment will require more patience and strategic adjustments.

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SelfCustodyBro

· 12-12 13:47

Powell's move is really clever—cutting rates and shifting the blame to the next person, which means he’s under no pressure. This 40 billion boost is clearly a bottom-fishing move. Data is being inflated, liquidity is being piled up; honestly, it's just covering something up. No direction for half a year, so might as well level it out—anyway, there's no escaping. Cutting rates is useless, raising them is also pointless; now we just wait for the new chairperson next year to take the fall. Another game of pile-up money, retail investors are still doing the math. This round of operation is just injecting hype into the market; anyone who believes it is really naive. Overly dovish policies are actually more dangerous. Let’s wait and see; it might get even more intense. Liquidity is ample, so the gains are limited—I'm already exhausted by this logic.

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gas_fee_trauma

· 12-12 12:08

Powell's recent actions are indeed a bit panicked. Pouring in $40 billion just shows what he's afraid of. As for the data inflation issue, we've known about it for a long time. Now they're just blatantly telling you. We still have to endure the second half of the year. There's no rush; this pace is really exhausting. Do we have to wait until next year to see hope? Alright, I’ll go review the strategy first.

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MissingSats

· 12-11 09:31

Powell's recent moves are indeed a bit rushed. Spending $40 billion just makes us worried they might be panicking. We all know data fabrication is common; the actual employment situation is much worse than reported. Don't expect to get rich overnight in the next half year; just expect volatility and chaos. Wait, are they really not cutting rates? It doesn't seem that simple. We'll have to wait until next year, which is a bit frustrating... Liquidity issues are more serious than we imagined, and this is what we should be paying the most attention to. Being overly dovish is actually more dangerous. Is it stability or chaos? With so much fake data in the Non-Farm Payrolls report, why trust any official figures? There is support at the bottom, but expecting a rebound is basically wishful thinking. This rhythm, to put it simply, is just a matter of trading time for space; just endure.

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SingleForYears

· 12-11 09:29

Powell is giving everyone a warning, fearing market chaos before a new chairman takes over next year. Data manipulation, liquidity concerns, and still waiting half a year for the compass to appear? These days are a bit tough. Spending 40 billion but unable to sustain a big rally shows that confidence is just so-so. Can non-farm payroll data hide so many tricks? It really all depends on one's own judgment. Overly dovish signals instead make people more anxious; rather than waiting, it's better to adjust the pace first.

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GasFeeCrybaby

· 12-11 09:26

Powell's move this time is really cowardly, throwing in $40 billion directly, implying that we're panicking. Non-farm payrolls data matches? LOL, with so much water content, they still have the nerve to boast. This half-year has been so frustrating without direction. The bottom can hold but it won't rise, just a torturous market. Wait, only next June? So should we hold cash or stocks now, brothers? Dovish, dovish, if I knew earlier, I would have gone all in directly. Is liquidity really that serious, or is it just another chance for big players to absorb shares? Don't be fooled by Powell, everything remains the same, just waiting to be cut. Now it really depends on strategy; those chasing the rally will all get caught.

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AlwaysQuestioning

· 12-11 09:26

It seems Powell is giving the market a "confidence boost," but with such poor actual data, can the volatile market really hold up? Waiting for a new chairman? How are we supposed to endure these six months... Spending 40 billion still just a prop, can't get it to rise, brother. The data is so heavily inflated, how can I believe there's still hope? Liquidity is ample, but where are the profit opportunities? Just asking. No direction for half a year? Then my money might as well stay in the bank for safer interest. Honestly, rate cuts are just out of fear, still pretending everything's fine. The dovish signals are so obvious, the bears should be laughing, right? By next June, who knows if the situation will change again, it's too hard to predict. This "gentle" maneuver feels like it’s laying the groundwork for bigger moves later?

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RugResistant

· 12-11 09:21

Investing $40 billion, Powell is essentially giving the market a lifeline... But the lack of direction for half a year is really frustrating.

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LiquidationWatcher

· 12-11 09:18

Powell's move is really clever, pretending to be hawkish while flooding the market with liquidity. The $40 billion injection is just telling us that they are scared. I stopped trusting non-farm payroll data a long time ago. Official figures always look good; who knows the real situation? Before June next year is the time to quietly make money. Anyone chasing highs in these six months will be the one to get wrecked. I am not moving at all. As long as liquidity is sufficient, hoping for a big rally? Wake up, everyone. Now is the bottoming phase. Before the new chairman takes office, Powell is already digging a hole for him. This script is really ironic.

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GateUser-c802f0e8

· 12-11 09:04

Powell's recent moves are indeed a bit frantic, throwing in $40 billion... The liquidity drought is really concerning.

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