๐ฅ US Markets Are Nervous After the Fedโs Rate Cut โ And Itโs Not Just About Money! ๐ฅ
Despite the expected rate cut and dovish signals from the Fed ๐ตโฌ๏ธ, markets didnโt rush into risk-on mode.
Why? ๐ง โ ๏ธ The AI sector is showing cracks: โ pressure on valuations
โ long investment payback periods
โ uncertainty around real profits
๐๐ The result is a strange market setup: ๐น US 10-year Treasury yields moved higher (~+5 bps)
๐น investors doubt that rate cuts alone can restart growth
๐ฏ All eyes are now on inflation (CPI): โ if CPI drops sharply โ the dollar weakens, risk assets could explode ๐
โ if inflation stays sticky โ fears of โpremature easing,โ higher volatility, big swings ๐ฅ
โก Bottom line:
The Fed has shifted direction, but the market doesnโt believe in a fast recovery yet.
As the AI narrative cools and rates stay unstable, markets will live from one inflation print to the next.
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