Analysis: After the Federal Reserve cut interest rates, funds flowed out of the United States, attracting capital to Eurasian assets

According to financefeeds, the Federal Reserve lowered interest rates by 0.25% as expected (with 3 dissenting votes), and Powell confirmed a pause after another rate cut in 2026. The market began to digest the dovish comments from the new chairman candidate Kevin Hassett (who mentioned the possibility of more than 3 rate cuts). At the same time, the Federal Reserve announced a monthly repurchase of about $40 billion in short-term government bonds, which lowers real interest rates and provides liquidity, moderately benefiting stocks, metals, and cryptocurrencies.

Compared to the US dollar, major currencies like the euro and yen present a hawkish narrative. The yield on Germany's 30-year government bonds reached a new high, attracting capital inflows into European assets. Precious metals surged strongly: gold broke through $4,300, silver reached a historic high, and platinum and palladium also hit mid-term highs.

Bitcoin fluctuated narrowly in the $92,000-$93,000 range, attempting to find demand after a large outflow from ETFs. Bloomberg experts stated that hedge funds are preparing for a rebound. The DAX index has been forming a large consolidation pattern since June 2025, with a potential breakout; the Hang Seng Index is consolidating above the 200-day moving average and may test the 24,500 support zone before reversing.