Fed Decision Day — Rates, Politics & Market Expectations 👀
Jerome Powell has continued to move cautiously. Even when CPI, PPI, and inflation data surprised to the downside, rate cuts were limited to around 25 bps.
📅 Today is another key Fed decision day.
Market expectations point to no change — neither a rate hike nor a cut.
🗣 Political backdrop:
Yesterday, President Trump suggested that interest rates would likely fall once Powell is replaced, adding fresh uncertainty and speculation around the future path of monetary policy.
📊 Market reality:
Despite the noise, the Fed has remained far less aggressive than in previous easing cycles.
📈 Why this matters:
• Metals continue to print multiple all-time highs
• Historically, aggressive easing cycles (2017, 2021) fueled major upside in crypto and altcoins
• A potential 75 bps+ easing cycle, paired with liquidity expansion, could rapidly shift risk appetite
💡 Since 2024:
We’ve seen no meaningful rate-cut momentum or QE-style easing.
Yet Bitcoin has still pushed toward major highs, and total crypto market cap has expanded significantly.
🧠 Big picture:
If strong rate cuts and liquidity return, conditions could turn highly explosive across crypto and broader risk assets.
🚸 Disclaimer:
This is not financial advice.
This post is for market observation and macro context only.
Thanks for reading 👌
Trade here
