X @Doctor Profit 🇨🇭

Market Sentiment & Yields - The market is extremely bearish [1] - In 2024, yields crashed -16% in weeks before the Fed's first cut, indicating a bullish market effect [1] - In 2025, yields are rising +5% into the next cut, suggesting a bearish market effect [1] - Big players are positioning in a very bearish stance towards the next rate cut [3] Fed Rate Cut Implications - The Fed cuts short rates, but long-term borrowing is getting more expensive, implying the Fed has lost control [1] - The significance of a rate cut can be seen through the uncertainty and the different opinions regarding the FED decision [2] - Big players are rushing into yields, demanding higher returns, indicating they don't believe the rate cut will fix anything [2]