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FOMC Rates: What a Hold—or Cut—Means for Stocks, Bonds, and the Dollar (Sept 2025)

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FOMC rate decisions have an outsized impact on global financial markets. Many investors are laser-focused on the next announcement. In this post, using the latest FOMC outcome, we’ll explain—in four key angles—how hikes or cuts affect our portfolios and what the rate outlook might be.   🎯 Key Takeaways ✅ What this post covers (3-line preview) ✅ How FOMC rate moves affect equities, bonds, and the dollar ✅ Why rates were held recently—and what’s next With the latest FOMC decision to hold the policy rate, uncertainty has increased. Investors hoping for cuts were disappointed. Higher rates raise corporate financing costs and can pressure stocks; lower rates can revive sentiment. Because the decision also moves bonds and the dollar, it’s crucial to anticipate the path ahead. 🔍 Why the Market’s Watching & Why the Hold At the July 2025 FOMC meeting, the target range was kept a...

Gold at $3,500/oz: Why Now and What’s Next

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In early September, gold broke above $3,500 per ounce, extending its strong year-to-date rally. A weaker dollar, expectations of Fed rate cuts, and steady buying by central banks and ETFs all kicked in at the same time. 👉 Next post For a follow-up that frames bonds and safe-haven assets after the gold surge, check the sequel post .   🎯 Key Takeaways ✅ In early September, gold printed fresh all-time highs (in the $3,500s/oz) and is up roughly +30% YTD. ✅ Drivers: weaker USD + expectations for Fed cuts + expanded buying by central banks & ETFs, plus geopolitical/policy uncertainty. ✅ What to watch: the Fed’s September meeting, USD trend, ETF holdings, and whether major central banks remain net buyers. 🔥 Why Gold—Again—Right Now Recently, gold broke above the $3,500 line and set a new all-time high. This isn’t just a short-term blip; it aligns with a trend rally that has pus...