QCP: Central banks hold rates as tech capex and Binance hack drive repricing
- —Fed held rates at 3.75–4.00% in a 10-2 vote
- —ECB and BOJ also stood pat; markets price December hikes
- —Alphabet, Amazon, Meta and Intel fell after earnings on capex worries
- —The ~$6.3 billion Binance hack was treated as company-specific, not systemic
Why it matters: Markets are pricing tighter policy and higher rate volatility, while the Binance incident has so far not escalated into a systemic crypto risk.
Source: ChainCatcher 链捕手