July FOMC Recap🧵 Powell holds rates steady at 4.25–4.50% for 5th straight time, signals patience > panic. 🔹 DXY spikes 🔹 Stocks flat 🔹 Bitcoin dips 🔹 September cut odds? Now just 50% Full breakdown of the Fed's cautious tone, dissents & market reaction 👇
Ethereum Daily
Ethereum Daily30.7.2025
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1/ The Decision: ▪️ FOMC voted 9–2 to pause ▪️ Dissenters (Bowman, Waller) wanted a cut ▪️ Fed says growth moderated, inflation still elevated, and uncertainty is back on the table No clear pivot, just more waiting.
2/ Powell’s Message ▪️ “We’ve made no decision about September” ▪️ Inflation above 2%, labor market stable ▪️ Rates are “modestly restrictive” — Fed is in data mode, not cut mode Markets took this as a hawkish hold.
3/ Market Reaction ▪️ Stocks: Flat to down ▪️ Yields: Spiked on fading cut hopes ▪️ DXY: Jumped ~1% to 2-month high ▪️ Crypto: BTC dipped from $118.8K to $117.3K → No panic, just reset expectations.
4/ Key Risks ▪️ Tariffs may fuel inflation ▪️ Powell: Could be short-term or sticky ▪️ Reaffirmed inflation fight > politics → Shrugged off Trump’s pressure to cut
5/ September Cut? ▪️ Odds dropped from 75% ➝ ~39% ▪️ Powell warned against acting “too soon” ▪️ Repeated: “No preset course” Markets now eye Dec or later for first move.
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