The Fed Announces QT Will End in December
Federal Reserve Ends Quantitative Tightening: Implications for Market Cycles
Discover how the Federal Reserve concluding Quantitative Tightening on December 1st, coupled with shifts in rate cut expectations, informs our analysis of the current Bitcoin cycle peak timing.
Short Summary
- The Federal Reserve ended Quantitative Tightening (QT) on December 1st, concluding a significant liquidity drainage phase.
- Chairman Powell actively pushed back against market certainty regarding a December rate cut, causing probability expectations to shift dramatically.
- Analysis strongly suggests that Fed policy follows the 2-Year Yield, meaning market conditions already dictate Fed action.
- The primary conclusion is that historical patterns suggest the cycle top may still be expected in Q4 2025, especially since current market euphoria is absent.
This discussion breaks down the FOMC announcement regarding interest rates and the conclusion of QT. It then contrasts current macroeconomic indicators, like inflation and labor strength, against historical precedents from 2019 to assess the likelihood of a market top occurring immediately or later in the 2025 cycle.
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Top Comments (10)
Federal reserve waiting for Ben to decide what next
25 BPS rate cut QT ending US - China trade deal U.S. stocks hitting new highs BTC.....down to 107k
Maybe the real Alt Season was all the friends we made along the way
Im a truck driver and I pulled my airbrakes in the middle of the freeway to watch this
bitcoin stopped to hold its own support to check out this video
My family were lost at sea. Was about to rescue them but had to head back to shore for this one.
My portfolio stopped bleeding so I could watch this video. Just kidding, send help
My wife was delivering our baby but stopped to watch this video
S&P outperforming BTC in the post halving year is nuts
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Top Comments (10)
Federal reserve waiting for Ben to decide what next
25 BPS rate cut QT ending US - China trade deal U.S. stocks hitting new highs BTC.....down to 107k
Maybe the real Alt Season was all the friends we made along the way
Im a truck driver and I pulled my airbrakes in the middle of the freeway to watch this
bitcoin stopped to hold its own support to check out this video
My family were lost at sea. Was about to rescue them but had to head back to shore for this one.
My portfolio stopped bleeding so I could watch this video. Just kidding, send help
My wife was delivering our baby but stopped to watch this video
S&P outperforming BTC in the post halving year is nuts
Into The Cryptoverse Premium SALE: https://intothecryptoverse.com