Fed pause looking locked in. CME pricing 77.9% odds rates stay flat this month.
No surprise here—macro's been screaming this for weeks. Inflation cooling, labor softening, banking stress still fresh.
What it means for risk:
• Liquidity stays loose (relatively)
• $BTC and alts get breathing room
• Rate cut narrative stays alive for H2
Don't fade the pivot. If you're not positioned for a dovish tilt, you're already late.
No surprise here—macro's been screaming this for weeks. Inflation cooling, labor softening, banking stress still fresh.
What it means for risk:
• Liquidity stays loose (relatively)
• $BTC and alts get breathing room
• Rate cut narrative stays alive for H2
Don't fade the pivot. If you're not positioned for a dovish tilt, you're already late.
