No FOMC US Interest Rate Cut Wednesday
Interest-Rates / US Interest Rates Jun 17, 2025 - 10:58 AM GMTBy: Nadeem_Walayat
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No FOMC Interest Rate Cut Wednesday
The Fourth Reich is pouring fuel on the tariff Inflation fires as it's missile attacks send the oil price soaring towards $80, everything is going to plan towards carving out a Zionist Empire across the Middle East, zion wood propaganda is strong hence AIPAC controlled US politicians in unison chant the "I support Israel" mantra, as the cuck'd superpower does the Fourth Reich's bidding to the tune of direct $250 billion of military aid alone.
This means the chances of a rate cut Wednesday are zero, and likely zero July, as the inflation spike is incoming and the Fed knows it! What would prompt the Fed to act is a market panic event that is scheduled to take place going into the September FOMC meeting. The Fourth Reich's attacks on Iran are increasing the risks of a US bond market panic event, that has remained bubbling away under the surface due to US debt deluge underway, it's again the risk of the Carry Trade unwind, Japanese interest rates responding to the inflation fires which is why this is the getting lucky rally because events in Japan can trigger it's END, it's there on the price charts, the dollar is dying..
Stocks continue to carve out a volatile trend higher, where now it's AMD's turn to join the party whilst the S&P continues to target new all time highs, and has a good chance of climbing the wall of war and worry all the way to 6300+ by Mid August though as I often state I am not waiting for 6300+ to press the sell button during the getting lucky rally, so take the opps as the market gives them to trim at a profit, recent trims in Micron, Roblox and AMD with cash now exceeding 32% of portfolio compared to 16% at the depths of the April Trump Crash.
So my base case remains for S&P 6300+ and Bitcoin 120k+ for that final pump that should at least lift the likes of Solana to over $230. But again there are events brewing that can end the rally early, especially given that the S&P at 6030 is finding it tough to cross the mine field to make it to a new all time high, there's always the real risk the rally ends here, set a lower high which would then imply a lower low sub 4800! So again take the opps to trim because your CAN NOT buy or sell with the benefit of hindsight AFTER prices have moved!
Don't pay any attention to MSM, it is pure propaganda, tripe that would have had folk panicking every other day pure click bait! Instead listen to the price and metrics, buy when prices are plunging and sell when prices Fomo.
Folk ask the question why is AMD going up, that's the wrong question, what folk should ask is why they didn't buy when it was trading below $100? That's how folk get to trim at a profit of 30% to 40% vs where they bought what they can now sell at a decent profit i.e. say you bought 5 shares at $95, you now get to sell those 5 shares for a 35% profit.
Next article - Approx 60% complete, paused whilst I monitored the fake war for a few days, I will comment an ETA when within hours of posting.
Your analyst reminding folk of the big picture which is that the Trump Presidency is destined to KILL this bull market, already has because S&P 6000 is an illusion given that the dollar is 10% cheaper, so what value would be 6300 if it is accompanied by another 10% drop in the dollar? GBP $1.36! The dollar is cheap! but that does not mean it can't get cheaper, all the way to 1.5, the once distant base case of 1.4 is now within reach.
Nadeem Walayat
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By Nadeem Walayat
Copyright © 2005-2025 Marketoracle.co.uk (Market Oracle Ltd). All rights reserved.
Nadeem Walayat has over 35 years experience of trading derivatives, portfolio management and analysing the financial markets, including one of few who both anticipated and Beat the 1987 Crash. Nadeem's forward looking analysis focuses on UK inflation, economy, interest rates and housing market. He is the author of five ebook's in the The Inflation Mega-Trend and Stocks Stealth Bull Market series that can be downloaded for Free.
Nadeem is the Editor of The Market Oracle, a FREE Daily Financial Markets Analysis & Forecasting online publication that presents in-depth analysis from over 1000 experienced analysts on a range of views of the probable direction of the financial markets, thus enabling our readers to arrive at an informed opinion on future market direction. http://www.marketoracle.co.uk
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