Markets Expect Rate Cuts Despite Global Uncertainty

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Despite concerns over Japan’s financial stability and potential tightening by its central bank, U.S. markets still expect the Fed to lower interest rates this month and continue easing into 2026.
Historical seasonality adds momentum — December is typically one of the strongest months for equities, with analysts from The Kobeissi Letter noting that “the bulls are in control.”
The liquidity backdrop is setting a supportive environment for risk assets even as Bitcoin struggles to keep pace with broader market optimism.

[Nahid Hossen]

Even with global uncertainty, markets seem convinced rate cuts are coming soon.