Fed pause odds jumped from 29% to 65% in a week after softer PCE print.
Inflation cooling even with oil above $90 — that's the real signal.
Next FOMC drops right before midterms. Trump won't want to walk into November after back-to-back hikes.
Midterm results = next leg for US equities. Watch close.
Inflation cooling even with oil above $90 — that's the real signal.
Next FOMC drops right before midterms. Trump won't want to walk into November after back-to-back hikes.
Midterm results = next leg for US equities. Watch close.
