灯塔说|Jul 29, 2026 14:00
The Federal Reserve's interest rate decision was made at midnight tonight
Whether to raise interest rates or maintain them unchanged are the two options for tonight
The market indicates that the most difficult to predict this time is due to the conflict between the US and Iran in July, which led to an increase in oil prices and may prompt the Federal Reserve to suddenly raise interest rates to reduce inflation
I still have one sentence: I won't raise interest rates! remain unchanged
Maintain interest rates unchanged as expected
But if there are several votes for interest rate hikes in the dot matrix, then the expectation of interest rate hikes in September will rise again, which is a negative signal. If there are no interest rate hikes and the consensus remains unchanged, it is a good thing to do.
At the same time, Walsh's 2:30 speech may also be hawkish, as last month's inflation and explosive non farm payroll data have been broken by oil prices this month.
He strongly opposes high inflation, so he speaks out to lower it.
But Walsh may seem like an eagle, but in reality, he's just a hawk in his mouth
He won't raise interest rates, the more he calls out, the lower the probability of actually raising interest rates
Originally, Trump recommended him to take office with the intention of cutting interest rates to achieve economic growth and boost the US economy
But in the current interest rate cut, the uncontrollable inflation will spiral out of control, causing the US Treasury to soar, which will instead crush the US stock market and economy
In order to solidify his position and stance, Walsh must say the toughest words to stabilize the situation.
As long as oil prices stabilize and inflation remains within control, interest rate hikes will always remain on the lips, and may even be cut again for a period of stability
Therefore, what is important now, just like October and November in 2022, is not to be scared out of the chips in the end
The negative news behind is all superficial, all fake falls, and the holes created by such verbal attacks are often excellent left side buying points
[Purely personal opinion sharing, for reference only]
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