Postingan

The Fed's 25bp hike was largely priced in, limiting the immediate downside. But the risk isn't over. CME markets are pricing a 55.4% chance of another hike in October, while sticky inflation, energy costs, and tariffs keep pressure on the Fed. With the 10-year yield above 5%, financial conditions remain tight. $BTC and stocks are holding up, but this doesn't necessarily mean fresh liquidity is entering the market. #FedOctHikeOddsHit55% #CryptoTaxAndBTCReserve #LongYields5%NewNormal