BowTied Bull

BowTied Bull

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BowTied Bull
BowTied Bull
July Monthly Update and Q&A

July Monthly Update and Q&A

Level 4 - Turbo Autist

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BowTied Bull
Jul 31, 2025
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BowTied Bull
BowTied Bull
July Monthly Update and Q&A
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Welcome Avatar! Focus today is going to be on the Q&A. We’ll do some basics up front related to Powell but nothing has really changed to us.

Powell didn’t cut rates. They are signaling for something in September since Bowman and Waller wanted to cut rates.

All looks neutral/no news. No news is good news especially with trade war stuff dying down.

Note ha…

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