Last night, the Federal Reserve cut interest rates by 25 basis points as planned, with no surprises. Powell’s speech this time was quite restrained, neither hawkish nor dovish, maintaining a neutral stance. The market has started to ponder: Is this leaving room for the new government? After all, signals of policy shifts are becoming increasingly clear. How the interest rate cut cycle will proceed, the data in the coming months will be even more critical.

The Federal Reserve's "not so hawkish" rate cut has just taken effect, and now the market's attention shifts to Japan—how dovish will this rate hike be?
Honestly, besides the data itself, what's more intriguing is the timing. The long-standing government shutdown turmoil has finally subsided, and now we can once again be tortured by economic data and policy news. To some extent, does this count as a return to normal?
Whether it's cutting or raising rates, how the current policy combination is deployed will directly determine the flow of funds and market sentiment moving forward. The era where

Market dynamics are shifting fast. Companies that sat comfortable for years? They're suddenly rushing toward IPOs. Why now? Well-funded rivals are breathing down their necks, forcing moves they could've postponed forever.
For the longest time, raising massive capital seemed unnecessary. Growth was steady, competition manageable. But when deep-pocketed players enter your turf, survival instincts kick in hard. Market forces work like that—brutal but efficient.
Here's the bigger picture: natural interest rates climbing past 3% isn't some wild forecast anymore. That decades-long era of stagnation

White metal just smashed through $62 – fresh record territory right after the Fed's rate cut announcement. They're calling it "definitely not QE" while simultaneously pledging $40B monthly bond purchases. Yeah, sure.
Yellow metal's playing catch-up too, kissing distance from its own peak.
Meanwhile, government debt keeps spiraling with zero brakes in sight. Central bank's slashing rates and firing up the money printer like there's no tomorrow. Classic playbook when things get messy.

Oracle's stock took a beating today, plummeting 12% following a disappointing earnings report. The culprit? Revenue figures that missed expectations, sending investors heading for the exits.
Meanwhile, SoftBank Group wasn't spared either—shares dropped as much as 8.4% in the session. Both tech giants are now facing renewed scrutiny as market sentiment shifts on weaker-than-anticipated performance metrics.

So Powell just dropped another rate cut and basically slammed the door on any hikes for the foreseeable future. That's a pretty massive shift in tone if you've been following Fed commentary over the past year.
What does this actually mean for us? Well, when rate hikes are officially off the menu, risk assets typically catch a bid. Cheaper money tends to flow into growth plays, tech, and yeah—crypto markets usually benefit from this kind of dovish pivot. Liquidity conditions improve, borrowing costs stay manageable, and suddenly those higher-beta positions don't look so dangerous anymore.
The f

Everyone's been talking about rate cuts like they're right around the corner. But where are they, really? The market keeps pricing them in, yet here we are — still waiting. Maybe it's time to stop betting on Fed dovishness that hasn't shown up.

Looks like tariff policies are set to hit the energy sector harder than expected. A recent industry analysis points to rising operational costs and potential project delays hitting oil and gas developments throughout 2026. Companies might need to rethink their timelines and budgets as these trade barriers reshape the cost structure. Could be interesting to watch how this ripples through energy-intensive industries—including crypto mining operations that depend heavily on stable energy pricing.

Market's split on whether real QE is kicking in yet. Either way, here's the harsh truth: don't expect BTC to pull off another 3% surge until that pivotal press conference drops. Call it wishful thinking, but the catalyst just isn't there right now.

Here's what some economists are saying: tackling inflation alone won't fix affordability. The real culprit? Wages that haven't kept pace.
Sure, inflation's cooled off big time compared to those wild post-pandemic years. But here's the kicker—millions are still struggling. Why? Because their paychecks simply aren't cutting it anymore.
It's not just about prices coming down. When your income barely budges while everything else climbed during that inflationary surge, you're left holding the bag. The purchasing power gap is real, and it's hitting households hard.
Think about it: even if inflation

Fed just made their move. Now what's Jeffrey Gundlach positioning for?
DoubleLine's veteran strategist has been recalibrating his bets following the latest policy decision. His fresh takes on rates, credit markets, and macro shifts could signal where smart money's headed next. Worth keeping tabs on how he's reading the tea leaves this cycle.

Powell just dropped a 0.25% rate cut like someone tossing a pebble into an ocean.
The Fed chair's latest move? Barely a ripple. Call it caution, call it strategy—either way, this quarter-point shave feels less like bold action and more like Powell hedging his bets. He's clearly trying to thread the needle here, sending signals without actually committing to anything dramatic.
Markets were expecting fireworks. Instead, they got a sparkler. The modest cut suggests Powell's reading the room: inflation hasn't fully surrendered, but growth needs some breathing space. Classic central banker tightrop

Market's leaning hard into a no-move scenario for the Fed come January. Traders are pricing in an 82% probability that rates stay put. That's a strong consensus forming around holding steady, at least for now. Worth watching how this shifts as we get closer to the meeting—these odds rarely stay frozen.

Oracle just dropped their Q2 numbers and the cloud division is absolutely cooking. Their infrastructure-as-a-service segment jumped from 55% growth last quarter to a whopping 68% year-over-year, pulling in $4.1 billion. The entire cloud business hit $8 billion in revenue, with growth rate climbing from 28% to 34%. That acceleration pace? Pretty wild for a company this size. Considering how many blockchain nodes and crypto infrastructure run on enterprise cloud platforms, these numbers might be more relevant to our space than people think.

The 47th president just threw shade at the Federal Reserve's latest move. His take? They played it way too safe—could've gone double on that rate cut. This isn't just political noise. When the guy in the Oval Office questions monetary policy this openly, markets listen. Rate decisions drive liquidity flows, and liquidity is the oxygen crypto breathes. Whether you agree with him or not, this kind of pressure on central banks creates volatility. And volatility? That's where opportunities hide. Keep your eyes on how the Fed responds to this public pushback.

Just in: American naval forces intercepted and commandeered an oil vessel off Venezuela's shores, according to Trump's latest statement. This marks a sharp turn in Washington's pressure campaign targeting Maduro's administration and the nation's petroleum-reliant financial structure. The seizure could ripple through energy markets and potentially shift capital flows toward alternative assets as geopolitical tensions mount.

Strip away all the fancy jargon...
The money printer goes brrr. Simple as that.
And we all know what that means for Bitcoin and risk assets.

Trump just voiced his take on the latest rate cut, calling it "a small number" and suggesting the Fed could've gone bigger. His pushback on monetary policy continues to make waves across traditional and crypto markets alike.

The Russian rouble's brief rally hit the brakes this week. After climbing to its strongest position since May 2023 just days ago, the currency's giving back some gains now. Markets never move in straight lines, and this pullback's a reminder of that. Currency traders who caught last week's surge are watching closely—will this be a temporary dip or the start of a deeper reversal? Geopolitical factors and energy price shifts continue driving volatility in emerging market currencies, and the rouble's no exception.