BIG 🇺🇸



Polymarket shows a 95% chance the Federal Reserve cuts rates by 25 bps today

What to expect if it happens:

• Short-term volatility around the announcement

• Relief rally potential in risk assets and equities

• USD weakness as liquidity expectations improve

• Bonds likely to react first, setting the tone

Key focus will be on Powell’s tone and forward guidance

The cut matters but the message matters more.
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