#TrumpTariffs If we talk about monetary policies (such as interest rate cuts or hikes):
1. Interest rate cuts (expansionary):
Financial markets: Generally boost stock markets and risk assets because they reduce the cost of financing and improve future cash flows.
Cryptocurrencies: Tends to be positive, as the appetite for speculative assets grows when money is cheaper.
Risk: Can fuel asset bubbles if perceived as too aggressive.
2. Rate hikes or quantitative tightening:
Markets: Tend to become more volatile and bearish. Equities and speculative assets typically suffer.
Crypto: Highly sensitive. In restrictive environments, capital moves away from risk assets, such as Bitcoin or altcoins.