#FedRateWatch
With August core CPI up 0.3%, a 25bp Fed hike this week is nearly 90% priced in. Is it a one-off or a new cycle? I view it as a tactical move to anchor inflation, not a prolonged cycle.
If it lands, expect short-term volatility for BTC and tech stocks as liquidity tightens, while gold finds structural support. Long-term, risk assets should recover once the dust settles.
How are you trading this? I am maintaining core spot BTC and gold allocations while keeping cash ready for dips. Share your setup below!