The David Lin Report Fed Under Attack; What's Next For Stocks, Bitcoin, Gold As Bull Market 'Ends' | Gareth Soloway
Sep 18, 2025
Gareth Soloway, President of Verified Investing and a market strategist, dives into the recent FOMC rate cut and its implications for monetary policy. He discusses the broader economic landscape, analyzing recession risks and market disconnects. Gareth shares insights on the housing market's struggles and practical hedging strategies. Additionally, he explores Bitcoin's volatility, gold's recent surge, and the potential impact of dollar weakness on investments. This engaging conversation offers a fresh perspective on navigating the market's uncertainties.
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Fed Tone And Market Mechanics
- Gareth notes Powell appeared tired and data-dependent, highlighting internal Fed disagreement over multiple cuts.
- Market reactions showed dollar moves drove intraday equity swings and yields remained elevated despite the cut.
Tariffs' Hidden Labor Impact
- Gareth agrees tariffs are being partially absorbed by firms, but they still dent the economy via weaker hiring.
- That transmission can show up as stagflation: higher prices and weaker labor demand.
Inflation May Fall For The Wrong Reason
- Gareth expects near-term inflation pops then decline as labor weakens, producing disinflation from economic weakness.
- He warns inflation easing may come for the wrong reason: a weakening economy and job losses.