Big ORACLE, Mixed Signals?
Oracle flying more than 40% thanks to AI, The #Cripto ready for takeoff and gold shining like never before. But the latest data puts a bit of a brake on that overly optimistic view. According to sources like Bankinter and Morningstar, the futures markets do not expect 5 or 6 rate cuts, but only 1 or 2 between 2025 and 2026. That would leave rates near 3.75%-4.00% by the end of 2026. And if inflation (PCE) rises to 3.0% in 2025, the Fed might think twice before loosening the reins too much.
Oracle is undoubtedly a star of the moment with its 40% rally, but not all tech companies enjoy the same tailwind: volatility and the threat of a slowdown weigh heavily. On the crypto side, a weaker dollar could give wings to #Bitcoin , #Ethereum or #Polkadot , although tariffs and geopolitical tension add risks to the journey. The #Oro , eternal refuge, benefits from uncertainty, but its potential depends on how much the Fed actually cuts and how the greenback moves.
In the end, the market puzzle is far from solved: the bullish narrative remains, but with nuances that invite caution.
