Markets on Hold, Opportunities in Motion
The Fed's rate cut decision could unlock moves across gold, crypto, and equities. Here's what to watch now.
As markets await the Federal Reserve’s rate decision, volatility is low—but potential energy is high.
U.S. equities are slightly red this morning. SPY hovers near $660, QQQ trades around $591, and DIA sits close to $459. Treasury yields are sliding, with the 10-year at ~4.01%, and the market is widely pricing in a 25bps cut—the Fed’s first of the year.
But the true trigger lies in the Fed’s tone. Are more cuts coming? Or is this a one-and-done?
Here’s where that uncertainty may create opportunity:
Gold: Poised for More?
Gold is holding near all-time highs (~$3,700/oz), fueled by falling real yields and central bank buying. UBS and Deutsche Bank both see upside toward $3,800–$4,000 by late 2025. A dovish Fed could extend gold’s breakout. GLD or IAU are common ETF plays.
Why Are Famous Billionaires Buying This Gold Miner?
Gold legends-Eric Sprott, Goldcorp founder Rob McEwen, and Kinross founder Bob Buchan-each own a sizable stake in a small Nevada gold miner.
Why?
Because it's already producing gold, has major infrastructure in place, and sits in one of the world's top gold mining regions.
When billionaires get in early, there's a reason.
See why these gold giants are backing a company still trading under $1
Tech & Growth: Yield Sensitivity
Falling long-term yields may continue to boost growth sectors, especially mega-cap tech and semiconductors. If easing continues, long-duration tech (via QQQ) remains attractive.
Cyclicals vs. Safety
A Fed that expresses confidence in economic resilience could rotate flows into cyclical sectors—industrials, financials, materials. XLI and XLF are worth watching. On the flip side, a cautious Fed could favor defensive sectors.
Treasuries & Yield Curve Trades
With short-end rates dropping quickly, the curve may steepen. TLT (long-term bonds) offers a way to capture duration moves if easing ramps up.
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Takeaway:
Fed Day is a catalyst—not just for direction, but for rotation. Whichever way policy leans, assets like gold, crypto, and select equity sectors may move in divergent and tradable ways.
-Christopher
The Fed is meeting about Trump’s “Smart Dollar.”
This week, investors quietly moved $6.2 billion in a span of 24 hours - likely in anticipation of the next Fed meeting.
At the center of the discussion? President Trump's new "Smart Dollar."
You see, what was once dismissed as too radical is finally being taken seriously at the highest levels of government. Even Jerome Powell's now onboard.
Already, the "Smart Dollar" is moving more money than Visa and Mastercard combined… and it's triggered a $40 billion surge in demand for U.S. Treasury bills.
I believe this could be the biggest financial shift since credit cards started appearing in every American's wallet – and the gains for people who know about it now could be extraordinary.