EddieJayonCrypto

 22 May 25

tl;dr

Billionaire investor Ray Dalio advises the Federal Reserve not to cut interest rates yet despite pressure. He believes that while the current Fed chair Jay Powell will likely maintain rates until his term ends in 2026, future political pressures may lead to rate cuts under new leadership. Dalio warn...

Billionaire investor Ray Dalio advises the Federal Reserve against cutting interest rates at this time, highlighting economic uncertainty and potential negative effects on the bond market.

Dalio believes Fed Chair Jay Powell will likely hold rates steady until his term ends in 2026, but anticipates political pressures could drive rate cuts when new leadership takes over.

He warns that aggressive monetary easing might harm the bond market, urging investors to watch the yield curve and related market indicators closely.

Dalio emphasizes the influence of political forces favoring stimulation through rate cuts, especially given the large debt burdens that heighten sensitivity to interest rate changes.

He notes market dynamics such as rising long-term rates, a falling dollar, and increasing gold prices as signs of investors moving away from bonds due to concerns over monetary policy and money value.

In sum, Dalio recommends caution in rate cuts now, suggesting the Fed’s next moves will be shaped strongly by economic signals and political factors after 2026.

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 23 May 25
 23 May 25
 23 May 25