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Fed Cautious on Additional Rate Cuts

A Wall Street Journal report from Feb. 20, said Fed officials were “broadly comfortable with their decision to hold interest rates steady at their meeting last month and offered nothing to suggest any immediate change to their wait-and-see stance on rate cuts.” 

According to the minutes from the Jan. 28-29 policy meeting, the current high level of uncertainty made it appropriate for the committee to be careful in its approach to additional adjustments, WSJ reported. 

Last month the Fed decided to keep the benchmark federal funds rate at its current level of about 4.3% after 3 consecutive cuts starting in September when rates were around 5.3%. 

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Iran War = “Trend is Your Friend” Short-Term BUT……

Video: Iran War = “Trend is Your Friend” Short-Term BUT……


Historically wars like the 2026 Iran war are bullish hard assets like grains, metals and energy! The funds are spooked and do not want to be short, but do they price in the news over time, similar to the Ukraine/Russian war that started on Feb. 24, 2022? A closure of the Strait of Hormuz is the key to the surge in crude oil, natural gas prices and fertilizer prices.  Grains are breaking out to new contract highs as a hedge against inflation.