The Fed delivered a 25bp cut and unveiled a new mantra - “risk management.” But what does that really mean for markets? In this episode of The House View, Colin Farrell sits down with Matt Sheffield to unpack Powell’s latest move, the dot plot confusion, and how rate cuts may ripple into crypto. They dive into:
Why the Fed cut despite data not demanding it
How “risk management” could shape policy narratives ahead
The link between consumer strength, mortgages, and crypto flows
Why this wasn’t the market jolt traders hoped for - but why buyers still showed up
Whether cuts set the stage for a late-year rally
