2026-01-12 00:24:05

Citibank just announced a major adjustment— the originally scheduled interest rate cut in January has been postponed to March. But this doesn't mean there’s no hope for this year; market expectations still anticipate three rate cuts throughout the year, with one each in March, July, and September.

Why the change? December’s employment data gave us the answer. The unemployment rate indeed dropped to 4.4%, which looks good, but the number of new jobs added didn’t keep pace. Is the economy recovering steadily or is it just weakly holding up? This contradiction has even caused the Federal Reserve to re-evaluate.

What does this mean for the crypto world? Usually, rate cuts tend to boost liquidity expectations, as funds seek higher yields, often benefiting the crypto market. But the question is, will this delay become a turning point for market sentiment? Don’t forget, Citibank’s statement is just one institution’s opinion; the Federal Reserve’s true stance will depend on official signals.

The real point worth pondering is: is this change in pace a calm before the storm, or a sign of a trend reversal? Has the bear market truly come to an end? Feel free to share your judgment in the comments.

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AllInAlice

· 7h ago

Interest rate cut postponed? Now this is interesting. I thought we could get excited in January, but it turns out we have to wait until March... Speaking of which, the employment data is so contradictory, I feel like the Federal Reserve itself is confused.

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ThesisInvestor

· 16h ago

Citibank is once again playing word games; postponement ≠ cancellation, but how the market reacts is what really matters. Wait, is the number of new positions not keeping up? That signal is a bit sharp, feels like the economy is pretending. The rate cut expectations are still there, the liquidity story can still be told, but the real signals have to wait for the Federal Reserve to speak. Is this adjustment a shakeout or a trend reversal? Honestly, I can't see through it.

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SchroedingersFrontrun

· 01-13 12:08

Delay in interest rate cuts? Let's wait and see what the Federal Reserve says—it's not too late to panic.

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GhostInTheChain

· 01-12 00:42

Another delay in interest rate cuts; I'm already tired of this routine. Wait, with such contradictory employment data, is the Federal Reserve sure they're not just putting on a show for us?

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SatoshiHeir

· 01-12 00:40

It should be pointed out that Citigroup's statement essentially serves as a post hoc explanation for the Federal Reserve's indecisiveness—based on the following argument, the divergence between the unemployment rate and new job creation has already discredited the narrative of "economic stability." But what really interests me is that the crypto community's reaction to this delayed rate cut is surprisingly indifferent. No one is asking: why has the good liquidity stimulus been pushed back like this? What is the macroeconomic logic behind it? Undoubtedly, this is not the calm before the storm, but rather the Federal Reserve trying to create the illusion of a "soft landing." On-chain data shows that whales have already been accumulating coins—they don't trust Citigroup's words, but their own wallets. Bull market farewell? I laugh. As long as inflation remains sticky, a rate cut is just a smokescreen.

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GateUser-4745f9ce

· 01-12 00:37

Wait, postponed to March? That means I have to wait another two months to see the real market pick up...

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HalfIsEmpty

· 01-12 00:27

Bro, this delay in interest rate cuts feels like the Federal Reserve is testing the bottom line. We're just waiting for official signals, being cut back and forth like fools. Let's see the real move in March. Anything said now is pointless.

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CoffeeNFTs

· 01-12 00:24

Wait, postponed to March? Isn't this giving us more time to get on board? If not now, what are we waiting for?

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