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Don't remind me again today

SatoshiChallenger

2025-11-30 13:20:41

#美联储恢复降息进程 PANews reported that analysts from Goldman Sachs' FICC team have reached a fairly unanimous view on the December interest rate meeting - a rate cut is basically a done deal.

The logic behind this interest rate cut is actually quite clear: the continuous weakening of employment data has put considerable pressure on the Federal Reserve. Additionally, there are risk management considerations at the institutional level; if action is not taken now, it may lead to a more passive situation later.

Goldman Sachs stated in its latest report that there is no explosive information in the current data window, and market expectations are highly unified, making the interest rate cut in December "almost without suspense." As for whether it will continue in January next year? That will depend on the economic performance at that time, and the Federal Reserve is likely to reassess the pace.

From the perspective of policy operations, this "wait and see" arrangement is quite in line with conventional strategies. After all, in such a highly uncertain environment, maintaining flexibility is more important than anything else.

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DuckFluff

· 7h ago

It's a done deal, right? Another round of playing people for suckers is coming. A surge before the interest rate cut, and then a plummet after, the old routine. If weak employment data leads to a rate cut, then why not just print money directly? After all, it's all point shaving. Flexibility? To put it bluntly, it means they can play people for suckers however they want. Goldman Sachs says there's no suspense, then there must be suspense; these guys never speak the truth. Keep watching next month? I bet five bucks that there will have to be unemployment to continue the cuts. With the Fed's operations this time, the stable suckers are going to shiver again.

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TheShibaWhisperer

· 10h ago

Here we go again? The interest rate cut has been written all over the face, just waiting for the official announcement. With employment data this bad, it would be unreasonable not to cut. By the way, Goldman Sachs seems too confident this time; it often leads to the biggest surprises when there seems to be no suspense. Speculating about January's events now is pointless; who knows how the economy will go on like this? Flexibility? It just means they haven't figured it out yet.

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WalletAnxietyPatient

· 11-30 13:48

The employment data is disappointing again, and a rate cut in December is a done deal. To put it bluntly, the Fed is just gambling now, lowering rates first and seeing what happens. It's still unclear how things will go after January, but it's definitely harder to stay inactive now. I've figured out this trap; the flexibility is just a roundabout way of saying they don't know what to do.

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SerumDegen

· 11-30 13:44

nah this is peak copium szn... everyone and their grandma knows december cut is priced in, so what's the actual alpha here? 🤔

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AirdropHunter420

· 11-30 13:35

The employment data is disappointing, so the Fed has to cut interest rates. This logic makes sense. The interest rate cut has become a foregone conclusion; it should have been done long ago. What are we waiting for? Goldman Sachs says there’s no suspense, so should I believe them? They say this every time, but what’s the result? Acting first and observing later sounds flexible, but in reality, it just means they are uncertain. Will there be more cuts next year, depending on economic performance? How long will that take? This wave of operations is just the Fed offloading responsibility, leaving the market to guess the next step. Wait, does cutting interest rates bring favourable information or unfavourable information for the crypto world? Why am I getting more and more confused?

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WealthCoffee

· 11-30 13:25

Weak employment data leads to interest rate cuts, feels like a trap Goldman Sachs says there's no suspense, then there's really none; this consistency in the market is a bit scary Moving first and looking later sounds easy, but it’s actually just feeling your way across the river Will we have to continue in January next year? It seems this round of interest rate cuts is just beginning With such high uncertainty, we actually need to remain flexible; this logic really makes sense

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quietly_staking

· 11-30 13:24

The employment data is so poor that the Fed has no choice but to lower rates, there’s no way around it. With such a consistent expectation for rate cuts, there’s no chance of a reversal in December, Goldman Sachs is right. "Act first, observe later" sounds easy, but it's actually under pressure; this is the real situation right now. It's really hard to say about January next year; it depends on whether the economic data is strong enough.

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OnchainUndercover

· 11-30 13:21

Is a rate cut a done deal? Goldman Sachs says there’s no suspense, but I see the suspense coming later, January is the real test. --- If the employment data weakens, we have to cut rates; this logic feels a bit passive to me. Is the Fed really in control? --- Act first, then see. It sounds flexible, but it’s actually a lack of confidence, right? Haha. --- With such unified market expectations, I’m actually a bit anxious... when everyone is in agreement, it’s easy to get slapped in the face. --- Will they continue in January? It feels like the Fed hasn’t figured it out themselves. --- Everyone says flexibility is important, but this kind of flexibility just means uncertainty for retail investors; it’s just a casino. --- Goldman Sachs's analysis is quite straightforward; they’re saying there’s no way to escape December, and we’ll see how things unfold afterwards. --- Risk Management considerations... sounds nice, but isn’t it just the fear of a hard landing for the economy?

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