Citigroup2026-09-04 14:22:37Citigroup Pushes Back Fed Rate Cut Forecast to Mid-2027Citigroup now expects the Federal Reserve to begin its rate-cutting cycle in June 2027, delaying its previous forecast of October 2026. The bank projects three 25-basis-point cuts in June, September, and December 2027.1070
Trump2026-09-04 13:43:56Trump Says Jobs Data 'Shattered Expectations' — Except His Own, Calls for Rate Cut AgainU.S. President Donald Trump praised the latest jobs data as 'terrific,' claiming it shattered everyone's expectations but his own. He also renewed his call for the Federal Reserve to cut interest rates, citing stronger U.S. credit as justification.1100
Huobi HTX2026-08-12 06:27:56Huobi HTX to Host Livestream on Rate-Cut Trade, Nonfarm Data and BTC-Gold-Stocks NexusHuobi HTX will host a themed livestream at 8:00 PM on August 12 titled “Nonfarm Cold Blast Ignites Rate-Cut Trading: Which Breaks Out First Among U.S. Stocks, Gold and BTC?” According to the exchange's official social media, crypto KOLs Pump Super Man, Xiaozhi, 77 and Grace are expected to join. Topics on the agenda include the unexpected move in nonfarm payrolls, rising market expectations for interest-rate cuts, and the interplay between U.S. stocks, gold and bitcoin. The panel will also analyze trading opportunities and potential risks tied to shifts in macro liquidity. The livestream is positioned around the question of which of the three assets may break out first as rate-cut bets intensify. Viewers can expect a discussion that spans both traditional markets and crypto, with the KOLs weighing how a broader liquidity backdrop might shape price action across asset classes. The exchange framed the event around the link between the cold nonfarm report and the pickup in rate-cut trading.1950
Bitcoin2026-08-11 16:10:09Bitcoin May Be Decoupling From S&P 500; Fed Rate Cut Would Lift BTC and Gold: 10x ResearchAccording to 10x Research, Bitcoin may be moving away from its correlation with the S&P 500, as reported by ChainCatcher. The analysis says that if the Federal Reserve cuts interest rates in September because of weak summer employment, Bitcoin and gold could be the main beneficiaries. The report recalls that after the FOMC meeting in late July 2026, bond traders were convinced the Fed would raise rates in September, and market pricing implied two hikes by year-end. However, 10x Research argues that a sudden shift to hiking by the four voters who favored holding rates steady in July would face an excessively high hurdle within six weeks. More important is seasonality: the labor market has historically been soft in summer, which helped push rate cuts in September 2024 and September 2025. With the World Cup over, similar employment weakness could force bond traders to reassess their hike expectations. If that happens, gold and Bitcoin would both benefit, the firm says.1960
Federal Reser2026-08-10 14:03:55Hassett Dismisses Fed Governor Replacement Talk, Says September Could Bring Hold or CutThe Trump administration has moved to remove Federal Reserve Governor Lisa Cook over alleged misstatements in a 2021 mortgage application. The White House has set an Aug. 26 deadline for her response and is considering her dismissal. National Economic Council Director Kevin Hassett dismissed speculation that he would replace Cook, saying "that's not going to happen." He also offered a personal view on policy: if he were a Fed official, strong supply-side dynamics and cooling inflation would lead him to hold or cut rates at the September meeting. Cook and her lawyers deny all allegations as baseless, warning that a presidential effort to unseat a Fed board member could erode central bank independence. In June, the Supreme Court temporarily blocked the removal, ruling that Cook had not received adequate notice and a hearing. A successful ouster would give Trump a new Fed board nomination, potentially shifting the course of monetary policy.2090
Policy Regula2026-07-31 00:25:42Economist Dong Ximiao Sees Possible RRR Cut and Rate Cut in the Third QuarterAccording to a report cited by ChainCatcher from Jin10, Dong Ximiao, chief economist at China Merchants Union Consumer Finance, said China could roll out both a reserve requirement ratio cut and an interest rate cut in the third quarter. He said that if the momentum of the economic recovery weakens at the margin in the second half of the year, policymakers may lower the policy rate by 10 to 20 basis points at an appropriate time. On reserve requirement reductions, Dong said there is still room for a 25 to 50 basis point cut this year, with a possible implementation window during a peak in bond supply or a period of tight liquidity. The report added that the People’s Bank of China is expected to make greater use of structural monetary policy tools to adjust market liquidity.2120
PCE2026-07-24 06:20:17US January PCE Data Out Tonight: Core Inflation Seen at 3.1%, Threatening Rate Cut TimelineThe US January PCE report due tonight is expected to show core inflation at 3.1% year-on-year, the highest since April 2024. Discrepancies between CPI and PCE weightings are under scrutiny. A hot print could narrow the path for a June rate cut, pressuring market bets.380
ADP2026-07-24 02:35:15US ADP Data Misses Expectations: Only 98k Private Jobs Added in June, Healthcare and Education DominateU.S. ADP private sector added only 98,000 jobs in June, missing the 110,000 forecast. Healthcare and education accounted for nearly half. Rate cut hopes rise ahead of official NFP.550