2025-12-17 20:20:36

Bernstein Private Wealth Management's Roosevelt Bowman is betting on an aggressive Fed pivot next year. The strategist laid out his thesis for four consecutive rate cuts in 2026—a scenario that could unlock significant capital flows into risk assets, including crypto.

His reasoning examines inflation trends, labor market dynamics, and the broader economic conditions that might push policymakers toward easing. While some remain skeptical, this forecast reflects growing expectations that the current hiking cycle may have reached its ceiling.

For traders watching macro signals, this kind of guidance from major wealth management firms often signals shifts in institutional positioning. Whether four cuts materialize or not, the conversation around Fed policy remains one of the biggest wildcard variables shaping 2026 market sentiment.

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GhostInTheChain

· 2025-12-20 11:23

Is the four consecutive drops really coming? What are the institutions preparing for? --- Uh... this prediction is too optimistic. Let's wait and see. --- Fed will ultimately compromise, optimistic about crypto in 2026. --- It's the usual play of institutions talking up the market. Believe it or not, I believe it. --- Once the rate cut cycle starts, risk assets will really take off. --- After saying so much, it's still a gamble on policy shifts. Only when it materializes will it be a real deal. --- The signal for institutional positioning has arrived. Time to take action.

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BlockchainTherapist

· 2025-12-20 00:03

Four consecutive declines? Alright, I'll just quietly watch the institutions start telling stories again. --- Uh, this time isn't the wolf coming, right? Said the same last year... --- Really? Big funds are starting to hint at entering the market? Then I need to buy the dip. --- Fed rate cuts = crypto market celebration, this logic makes sense. --- Just wait, in the end, it will surprise us all. --- The macro factors are starting to catalyze again, everyone stay alert.

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GateUser-75ee51e7

· 2025-12-17 20:50

Four consecutive declines? This guy is so optimistic to say that... But on the other hand, institutions are all lurking, so we need to keep a close eye.

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NFT_Therapy_Group

· 2025-12-17 20:32

Four consecutive cuts? Sounds great, but I'm still waiting to see. --- Institutions are all betting on rate cuts. This time, it's really not just a pretext to harvest retail investors, right? --- If Roosevelt is right, my portfolio will be saved... --- Rate cuts = liquidity release = crypto takeoff? That logic is a bit too simple. --- The story of 2026 is just beginning, a typical institutional tactic. --- Basically, it all depends on whether inflation can really be contained; otherwise, what's the point of rate cuts? --- Four cuts all at once? That's unlikely. Betting on two or three is probably more realistic.

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FOMOmonster

· 2025-12-17 20:30

Four rate cuts? Just listen to the talk; Powell isn't that eager. Institutions are betting on easing next year, but whether you believe it or not, I'm just going to stock up first. Talking about inflation pressures, employment data... ultimately, it all depends on the Fed's mood. They talk grandly now, then change their tune later—I've seen this routine many times. Four times? I only believe in two; the rest depends on the market's mood.

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