The next Fed rate cut is a ticking clock.⏳
Here’s how the probabilities stack up:
• 4.4% – June 18
• 28.9% – July 30
• 56% – September 17
What’s at stake?
💸 Lower rates = Cheaper capital
→ Risk-on environment for markets
→ Easier U.S. debt refinancing for Trump or Bessent
🧾 Cheaper debt = More room for fiscal spending
→ Tailwind for risk assets
In short: Powell holds the cards —
Soft landing?
Hard landing?
The Fed’s next move could shape the rest of 2025.
Are you positioned for either outcome?