Fed Signal Update: Rate Cut Could Come as Early as July
Fed Governor Christopher Waller is devoting attention to a possible interest rate cut at the July 29–30 FOMC meeting, calling current policy “too tight” amid cooling inflation and a stable labor market. He emphasized the move is data-driven—not political—and is a contrast to Fed Chair Jerome Powell's more cautious stance.
Meanwhile, Gov. Michelle Bowman also expressed support for a July cut, joining Waller in arguing that recent tariffs are likely a one-off event with minimal long-term inflation impact.
Why This Matters for Crypto
• A July rate cut could unleash fresh liquidity and boost risk appetite across equity and crypto markets.
• Signals of détente within the Fed at a time of macro uncertainty encourage investors to position for a possible crypto rally heading into Q3.
• If the cut doesn’t happen, markets may still expect easing later in September—supporting a longer speculative environment.
What to Watch
✅ Waller’s & Bowman’s public comments
✅ June inflation reports
✅ CME FedWatch probabilities for July and September rate moves
✅ Price action around BTC resistance zones alongside macro headlines
Final Take
Waller’s dovish pivot opens the door to one of two paths:
A surprise July cut, lighting a short-term market rally
A delay to September, easing later—but with inflation and tariff outcomes near-term risks
In both cases, the macro environment is increasingly supportive of growth assets like $BTC & $ETH .
Drop your plan if the Fed says YES in July—are you buying, holding, or hedging?