QCP Capital said in an official channel that in September, the market focus has shifted from the rate cut to the independence of the Federal Reserve. The rise in term premiums and the lowering of the threshold for the downward cycle of the US dollar herald a steepening of the yield curve and a weakening of the US dollar, while providing support for gold and bitcoin as hedging tools.
The Jackson Hole meeting directed risk towards a cooling labor market, making a rate cut in September still possible. Two rate cuts this year seem reasonable; investors now need to focus on balancing inflation rates and tariff-driven inflation expectations. If global growth remains resilient, the dollar is likely to weaken from here.
QCP Capital: If global economic growth remains resilient, the dollar is likely to weaken
2025-09-03 10:04:34
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