The Fed delivered the 25bp hike, but the real signal was in the guidance.
The move itself was largely priced in, so the market reaction came down to what happens next. #FedRateWatch
With another hike still possible before year end, liquidity conditions remain the key variable for risk assets.
For $BTC , I’m watching DXY, Treasury yields and how price behaves around the post FOMC support levels.
If yields and the dollar continue pushing higher, BTC could remain under pressure. A reversal in both would give risk assets more room to recover.
Tech stocks face the same discount rate problem, while gold remains sensitive to real yields and dollar strength.
My approach is not to chase the first FOMC move. I’d rather wait for confirmation from yields, DXY and BTC structure before adding exposure.
The rate decision is done. Now the market has to price the path ahead.
The move itself was largely priced in, so the market reaction came down to what happens next. #FedRateWatch
With another hike still possible before year end, liquidity conditions remain the key variable for risk assets.
For $BTC , I’m watching DXY, Treasury yields and how price behaves around the post FOMC support levels.
If yields and the dollar continue pushing higher, BTC could remain under pressure. A reversal in both would give risk assets more room to recover.
Tech stocks face the same discount rate problem, while gold remains sensitive to real yields and dollar strength.
My approach is not to chase the first FOMC move. I’d rather wait for confirmation from yields, DXY and BTC structure before adding exposure.
The rate decision is done. Now the market has to price the path ahead.
