QCP Capital: If global economic growth remains resilient, the US dollar will likely weaken from now on
Source: BlockBeats
Time: 2025-09-03 18:01:51
According to BlockBeats, on September 3, QCP Capital posted on its official channel that as of September, the market focus has shifted from interest rate cuts to Fed independence. The rise in term premium and the lowering of the US dollar's downward cycle threshold indicate a steeper yield curve and a weaker dollar, while providing support for gold and Bitcoin as hedge tools. The Jackson Hall meeting will lead the risk to a labor market cooling, making it possible for September rate cuts to remain possible. The two interest rate cuts this year seem reasonable; investors need to pay attention to balancing inflation rates and tariff-driven inflation expectations. If global economic growth remains resilient, the US dollar is likely to weaken from now on.