2026-01-02 12:14:45

2025 marks a turning point for the Treasury market—its strongest year since 2020. The shift stems from two converging forces: tightening US trade policies that have dampened economic momentum, and the Federal Reserve's strategic pivot toward rate cuts driven by softening labor-market conditions.

This backdrop shapes everything from bond yields to broader financial conditions. For investors and traders, it's a reminder that macroeconomic headwinds often trigger policy reversals faster than expected. When economic activity slows and employment weakens, central banks respond with accommodation—a dynamic that typically ripples across asset classes, including crypto markets where macro sentiment plays a substantial role.

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RealYieldWizard

· 3h ago

The US debt market is so strong this year. To be honest, it's mainly because the Federal Reserve is being cautious. --- When macro conditions loosen, cryptocurrencies take off. This pattern is very reliable. --- Wait, tightening trade policies are actually making the bond market the strongest? This logic is a bit confusing. --- Expectations of rate cuts are coming, and all kinds of assets will follow suit, including our crypto market. --- When the economy is poor, the Fed has to intervene in the markets. This trick has been played for many years and is still effective. --- Bond prices surge, and then crypto follows suit. Next year, we’ll see these policy calls play out. --- It feels like this wave of US debt market行情 has just begun. The macro trend is changing so quickly.

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OnlyOnMainnet

· 3h ago

Is the Fed going to cut interest rates again? Then the crypto market is about to take off!

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GateUser-9f682d4c

· 3h ago

This wave of US debt rally is truly impressive; starting 2025 so strongly... The central bank's move to cave in and cut interest rates directly revitalized the entire market.

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