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Global policy expectations stay firm as investors watch inflation trends
Global markets tracked policy cues as rate-cut expectations held steady and banks advanced stablecoin infrastructure pilots alongside ETF allocation guidance.
Policymaker commentary kept global markets focused on the likelihood of a 25 basis-point Fed rate cut, with current estimates at 87.2%. Attention shifted toward US inflation releases expected to guide year end positioning. Bank of America encouraged investors to maintain 1–4% exposure to Bitcoin ETFs beginning January.