The Fed Is Still Choosing to Be “Late” On Rate Cuts | Weekly Roundup

The Fed Is Still Choosing to Be “Late” On Rate Cuts | Weekly Roundup – Forward Guidance

Bullish:

$GOLD - Gold is expected to continue appreciating due to its role as a safe haven amid currency fluctuations.
$TIPS - Inflation-protected securities like TIPS are suggested as potentially favorable positions in the current market environment.

Bearish:

$EQUITIES - A bearish outlook on most assets, with significant potential for gains on the short side over the next twelve months.
$USD - The US dollar is expected to depreciate due to multiple factors weakening its reserve currency status.
$US_TREASURIES - Expectation of a significant breakout in 30-year Treasury yields, potentially reaching over 6% later this year.
$BTC - Bitcoin faces potential downward pressure in the near term due to the current monetary policy environment and delayed liquidity interventions.