🏦 FOMC Minutes Amid Shutdown — What Happens Next
The Fed's next move will decide whether October turns into a rally or a retracement. The last 25-bps cut gave the market a short-term boost, but the ongoing government shutdown complicates everything. A stalled fiscal engine means weaker growth data, which the Fed will use to justify another rate cut by December, not this month.
Expect markets to interpret the minutes as softly dovish.
Bond yields should drift lower as traders price in more easing.
Tech stocks may lead a mini-rally, especially if yields dip below 4%.
But don't mistake this for a new bull run — this is a late-cycle bounce fueled by liquidity hopes, not fundamentals.
If Powell hints at 'patience and flexibility', we could see another two-week risk-on phase before inflation data snaps sentiment back. The smarter play? Ride the rebound, but take profit fast. Volatility will be the real alpha generator this week.
I'm not a financial advisor. Trade wisely, Comrades! ⚖️
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- Juliaaa11·10-08Great insightsLikeReport
- bracesboy·10-07Cool!LikeReport