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Fed Rate Cut: Is It Too Late? | Macro Alf
Bankless
Navigating Asset Positioning Amid Federal Rate Cuts
Cutting interest rates does not necessarily boost stock markets, as evidenced by the 2001 experience when significant rate cuts led to a 15% market decline. Rate cuts are supportive primarily when the economy is stable. The Federal Reserve's potential delay in rate cuts may not favor risk-on assets, indicating a challenging environment for equities and bonds. There's a growing discourse around cryptocurrencies, with some experts suggesting they should position themselves as money-printing resistant assets, akin to gold, rather than being seen purely as risk-on investments. Despite previously demonstrating low correlation to traditional assets, cryptocurrencies have become increasingly linked to specific equity factors, altering their utility within multi-asset portfolios and reflecting the current economic sentiment.
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