[Polymarket: 75% Probability of HumidiFi's FDV Exceeding $100M on the Day After Launch] Polymarket data shows that the market predicts a 75% probability of HumidiFi's FDV exceeding $100 million on the day after its launch, a 91% probability of exceeding $80 million, and a 22% probability of exceeding $200 million. The current trading volume of this prediction market is approximately $250,000.

[Institutions Expect the Federal Reserve to Launch Reserve Management Purchase Program as Early as January 2026] The Federal Reserve concluded its balance sheet reduction on December 1, with bank reserves dropping to levels indicative of funding stress. The secured overnight financing rate tested its upper limit, signaling that the U.S. banking system is gradually entering a state of liquidity strain. The most significant signal from the FOMC may not be a 25 basis point rate cut, but rather the strategic direction of the balance sheet. The Federal Reserve is expected to outline how it will transition to the Reserve Management Purchase Program. Evercore ISI predicts that this program could begin as early as January 2026, with approximately $35 billion per month allocated to purchasing Treasury bills, leading to an annual increase of over $400 billion in the balance sheet.

[UK Bond Yields Steady, Market Expects 87% Probability of Fed Rate Cut This Week] UK government bond yields remained largely unchanged as investors awaited the Federal Reserve's interest rate decision. The market anticipates an 87% probability of a rate cut by the Fed this week, but uncertainty over the pace of future rate cuts is growing among investors. Affected by pre-budget concerns, UK retail sales growth in November slowed to 1.4% from 1.6% in October, with the 10-year UK bond yield holding steady at 4.544%.

[ING: If JOLTs data exceeds expectations, the dollar may strengthen, with limited downside potential for the dollar] Chris Turner of ING stated that if the U.S. October JOLTs job openings data released tonight exceeds expectations, the dollar is likely to strengthen. Given that the market's pricing for further easing by the Federal Reserve remains fragile, the downside potential for the dollar is limited ahead of the Fed meeting. If there are any positive surprises in Tuesday's data, the dollar index could rise to 99.30.

[EU Launches Antitrust Investigation into Google, Focusing on AI Content Usage] The European Union has announced an antitrust investigation into Google, with a focus on examining whether it has leveraged its own artificial intelligence tools to abuse its market dominance and exclude competitors. The European Commission stated it will investigate whether Google, under its parent company Alphabet, has imposed unfair terms on content creators or distorted competition by giving its own AI models an advantage. This investigation highlights the EU's increasing regulatory scrutiny of tech giants' behavior in the AI sector.