📉 Fed Pauses Again — I'm Staying Flexible
For the 4th meeting in a row, the Fed held rates steady. Powell says more data is needed before cutting, even as inflation slows. The 2025 outlook hints at two rate cuts, but nothing’s certain.
🔥 Trump reignited the drama, calling Powell “stupid” and demanding a 2% cut to jumpstart the economy.
🧠 How I’m Positioning:
I’m staying flexible — keeping dry powder ready, rotating into high-conviction plays, and watching rate-sensitive assets closely. If cuts come, I’m leaning risk-on. If delays drag out, I’ll ride volatility.
💬 What’s your move? Betting on cuts — or bracing for more hawkish surprises?