In a championship financial ring, we have:
🥊 Jerome Powell (Fed) raising rates to 4.50% to tame inflation…
🥊 Donald Trump (White House) pushing for quick cuts to stimulate growth and markets.
What's at stake?
🔸 Inflation vs. Employment: Priority on price control or economic dynamism?
🔸 Fed independence vs. Political influence: Should monetary authority follow data or presidential guidelines?
🔸 Strong dollar vs. Weak dollar: Global safe haven or export fuel?
Real impact on your portfolio:
📉 Bonds: Disparity in yields based on rumors of hikes or cuts.
📈 Cyclical stocks: Rise with hopes of low rates, fall with monetary tightening.
💰 Gold and safe havens: Shine when the Fed tightens.
Where are you?
Are you on Team Powell, betting on stability, or Team Trump, trusting in immediate economic momentum? 🤔👇
Share your strategy and let's debate!
