#比特币对比代币化黄金 $BTC $ETH $LUNC

The Bank of Canada suddenly dropped a bombshell: don’t count on rate cuts anymore—they’re even considering whether to hike rates.

Yes, you read that right. Just as global investors were betting everything on an easing cycle, our northern neighbor slammed on the brakes 🛑. Now, the market has pushed rate hike expectations all the way to October 2026—just last month, everyone was calculating how many cuts we’d get next year. The shift in sentiment has been lightning fast.

The trigger was simple and direct: jobs data exploded. The unemployment rate plummeted in November, and new jobs far exceeded expectations. With the economy running this hot, inflationary pressures naturally ramped up. The central bank took one look and said, “Rate cuts? Let’s hold off for now.”

The bond market has already reacted—selling pressure is surging, and government bond yields are shooting up. This means “tightening trades” are back on the table.

Here’s the interesting part: not every central bank will obediently follow the same script. If your domestic economy is strong enough, you have the confidence to chart your own path. Even if the whole world is calling for easy money, you can just as easily tighten policy instead 💧.

The takeaway for the market is pretty clear—don’t treat “global easing” as a foregone conclusion. Capital flows and expectation management might be a lot more complicated than you think.

Do you think this move by Canada is an exception, or the start of a new trend? Will it affect your portfolio allocation? Let’s discuss in the comments 👇