Morgan Stanley has recently adjusted its expectations for Federal Reserve policy—analysts now anticipate that the rate-cutting cycle will begin in June this year, followed by another adjustment in September. This shift reflects the latest changes in inflation data and economic growth rates. For cryptocurrency asset markets, a shift in Federal Reserve policy often signals a major turning point in the liquidity environment. Rate-cut expectations typically push up valuations of risk assets, and these changes are precisely the signals that institutional investors closely monitor. Markets have already begun pricing in these expectations, with capital allocation patterns adjusting accordingly. The evolution of recent U.S. economic data and inflation indicators will directly impact the final confirmation of the rate-cutting timeline.
Morgan Stanley has recently adjusted its expectations for Federal Reserve policy—analysts now anticipate that the rate-cutting cycle will begin in June this year, followed by another adjustment in September. This shift reflects the latest changes in inflation data and economic growth rates. For cryptocurrency asset markets, a shift in Federal Reserve policy often signals a major turning point in the liquidity environment. Rate-cut expectations typically push up valuations of risk assets, and these changes are precisely the signals that institutional investors closely monitor. Markets have already begun pricing in these expectations, with capital allocation patterns adjusting accordingly. The evolution of recent U.S. economic data and inflation indicators will directly impact the final confirmation of the rate-cutting timeline.