The September FOMC meeting feels like one of those moments where the decision matters less than the message.
A 25bp hike is looking increasingly likely, but I’m more focused on what the Fed says about the months ahead.
If Powell stays hawkish, BTC and tech stocks could feel more pressure, while gold may hold up better. But if this turns out to be a one-off move, risk assets could react very differently.
For me, the real trade starts after the FOMC announcement.
Is this just an inflation response, or the beginning of a longer hiking cycle?
#FedRateWatch
$ARB
$AKE
$龙虾
A 25bp hike is looking increasingly likely, but I’m more focused on what the Fed says about the months ahead.
If Powell stays hawkish, BTC and tech stocks could feel more pressure, while gold may hold up better. But if this turns out to be a one-off move, risk assets could react very differently.
For me, the real trade starts after the FOMC announcement.
Is this just an inflation response, or the beginning of a longer hiking cycle?
#FedRateWatch
$ARB
$AKE
$龙虾