We are facing a complex scenario combining political pressure, shifting banking expectations, and market caution. Here is a breakdown of the current situation and its direct impact on your digital portfolios.
🏛️ 1. The Federal Reserve and the White House:
Trump emphasized that the administration did not interfere in Justice Department investigations regarding "Jerome Powell," stating these actions are legal and do not affect the trajectory of interest rates.
Impact: Traders breathed a sigh of relief; the absence of direct political pressure means relative market stability and avoidance of violent "shocks" in crypto.
📉 2. The rate cut dream is delayed (CME and Goldman Sachs forecasts):
Current data suggests the likelihood of a January rate cut has become virtually negligible.
Path adjustment: Goldman Sachs has delayed its rate cut expectations until June and September.
Result: Continuing "critical tightening" means crypto may remain in a "sideways fluctuation" state without strong explosive moves in the near term, awaiting liquidity that will come with the real interest rate cut.
💳 3. Trump's warning to credit companies (January 20):
Trump set a final deadline for credit card companies to reduce interest rates to 10% or face legal consequences.
Reversal: While this step pressures bank stocks, it also supports consumer purchasing power, which could enhance crypto's position as an accessible investment alternative for everyone, free from the constraints of traditional financing.
💡 Strategic Summary:
We are in a "pulse-check" phase. The lack of an imminent rate cut means we might see market corrections, but history teaches us these corrections are golden opportunities for accumulation.
Final outcome: The biggest beneficiary will be the "crypto market" at the first sign of genuine monetary policy easing in mid-year. Patience now is the most valuable currency.
⚠️ Warning: This content is for educational and informational purposes only and should not be considered financial advice. Investing in digital currencies is high-risk; always conduct your own research.
#Fed #TRUMP #macroeconomy #cryptotrading #interestrates
