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Kautious
kautious.com
did:plc:2aqybdhkgskcgdhm5gh3coqw
Fed regime shift: less guidance, more data risk
Fed held 3.50%-3.75%; Warsh gave no July signal as inflation stays >2%. 2s10s: 31bp. Q2: S&P +14%, Nasdaq ~20%; BTC <$60k, gold <$4,000/oz.
Watch Sintra Jul 1, NFP/PCE
#Fed #Rates #Sintra
2026-07-01T14:24:07.528Z