After reorganizing Wash's speech in my mind, overall, although the Fed's dot plot has abandoned hopes for rate cuts in 2026, which is negative for the market since the dot plot showed a rate cut once in March, and three months later, there is no hope for a rate cut at all, this was also expected as the inflation data for the past two months shows that inflation is rising.

Relatively speaking, Wash stated that there was no discussion within the Fed about hiking rates, which is somewhat positive for the market in the short term, as many analysts believe not only will there be no rate cuts in 2026, but there may be rate hikes instead. Wash's comments basically dispelled the possibility of a short-term rate hike, shifting market expectations for rate increases to after September.

Additionally, Wash indicated that the current inflation has a certain relationship with geopolitical conflicts, but did not discuss it in depth. Overall, Wash did not provide particularly useful information this time, mainly discussing how to reorganize the Fed and establish a new group. The only clear point is that there is currently no consideration for rate hikes, and Wash hopes that the future Fed will abandon forward guidance and provide less data.

During the interest rate meeting, Trump and Iran also made some statements. First, Trump claimed that the memorandum of understanding with Iran has been finalized and will be signed within 48 hours. Iran stated that it would establish a mechanism concerning the Strait of Hormuz in collaboration with Oman and mentioned that the two countries would consult with other nations when necessary. The general idea is that they want to impose charges, indicating that free passage is only available during the first 60 days after opening.

This again undermines Trump, as he claimed it would be permanently free. However, the current WTI price remains relatively stable, consistently around $75, indicating that the market is not too surprised by the charges in Hormuz, as any fees imposed likely won't be too high, which is much better than the blockages in Hormuz.

During the interest rate meeting, US stocks and bitcoin:native continued to decline, mainly because the information provided by Wash was not good. Although there are no expectations for a rate hike in the short term, Wash's hope for the Fed to provide less forward guidance, such as the dot plot, may lead to a loss of market direction, meaning the market will have to recover on its own. Currently, attention has shifted back to the formal signing between the US and Iran on Saturday, hoping to boost market sentiment again.

Additionally, I would really like to know Trump's evaluation of Wash's debut.

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