Selim Boukezouh @Selim_: "📊 Fed Cut, AI Mania..."

France

📊 Fed Cut, AI Mania & Europe in Focus - Sep 20–24, 2025 Markets experienced a dramatic week, fueled by central bank easing, AI-driven optimism, and rising geopolitical noise. 🇺🇸 The Fed Strikes — September 17, 2025 The Federal Reserve cut rates by 25 bps (source: Federal Reserve, 09/17/25) — the first cut since December. Powell warned of a “darkening economic picture” and said stocks look “fairly highly valued” (source: AP / Investopedia). 👉 Markets already price up to three more cuts by mid-2026. The $NSDQ100 hit fresh highs but is dangerously overbought. ⚠️ FOMO-driven traders risk a violent correction. 🤖 AI Fuels the Frenzy $NVDA (NVIDIA Corporation) , Microsoft and other AI leaders keep breaking records. Optimism spreads like wildfire, reminiscent of the 2021 boom–bust cycle. 👉 Could be an extraordinary opportunity or the start of a dangerous bubble. 🇬🇧🇺🇸 UK–US Joint Taskforce On September 20, London & Washington announced a joint taskforce on crypto regulation and market access (source: CryptoSlate). 👉 Bullish for fintechs and crypto-linked names like $COIN (Coinbase Global Inc) . 🇪🇺 Europe on Edge • September 19: Trump voiced stronger support for Ukraine → defense stocks surged ( $AIR.PA (AIRBUS SE) +6%, $BA.L (BAE Systems plc ) +4%). • September 23: Germany’s Ifo Business Climate Index fell to 85.7 (Ifo Institute) lowest since 2020. 👉 Signals weakness at the Eurozone core, pressuring $GER40 and EXS1. 🔑 Key Takeaways ✅ The Fed cut is real. ✅ AI hype keeps fueling the rally. ✅ Europe shows strength in defense but fragility in its economy. 📈 Opportunity: Ride tech & crypto momentum while liquidity flows. ⚠️ Risk: The next correction will be fast and brutal. I stay focused on macro fundamentals, sector rotation, and risk-adjusted opportunities not blind hype. 👉 Follow me to stay alerted to my updates. ⚠️ This is not investment advice. Past performance is not indicative of future results. Trading involves risk of capital loss.