Larixdecidua
Italy
Ombretta De Marco
🚨 POST-FOMC: POWELL STARTS CUTS, BUT WITHOUT RUSHING After months of anticipation, the Fed has finally taken the first step: a 25 bps rate cut, marking the beginning of a new monetary policy cycle. Powell, however, made it clear that the path will be gradual and data-driven, leaving aside for now the idea of more aggressive moves. 📊 What it means for markets • Equities (Tech/Growth) → supportive backdrop, but without euphoria. • Bonds → room to gradually extend duration. • Crypto → $BTC remains the main beneficiary of new liquidity; for altcoins, a clear “risk-on” is still needed. 📍 Key technical level: for Bitcoin, $117.5K remains the resistance to break in order to confirm a bullish phase and open the door to new price discovery. ⚠️ Two possible scenarios in the coming months 1. Sticky inflation or strong labor market → Fed slows cuts → volatility and pressure on altcoins. 2. Weaker macro data → Fed accelerates → stronger rally in risk assets. 💡 In summary Powell has turned on the engine, but hasn’t stepped on the accelerator yet. We are in a transition phase: the narrative needs to consolidate before markets find clear direction. 👉 For investors, adapting to both scenarios isn’t just caution, it’s smart strategy. It’s the ability to transform uncertainty from an obstacle into a competitive edge, turning waiting into fertile ground for new opportunities. $NSDQ100 $EURUSD
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