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Hawkish FED Comments and Lack of Immediate Catalysts - Why We Stay Cautious

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Key Takeaways:

  • Fed holds rates steady; hawkish tone raises stagflation fears
  • ETF inflows rebound, signaling institutional confidence
  • Market decline slows, but no clear short-term catalyst in sight

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Fragile Optimism as Rates Come Back From Brink

Fragile Optimism as Rates Come Back From Brink

With bonds and equities moving in lockstep and traditional hedges faltering, markets are trading headline-to-headline on Iran while Bitcoin’s resilience above $70K reflects cautious positioning in a regime where geopolitics, not fundamentals, is setting the pace.