Interest Rate Cuts Delayed — Fed Blames Tariff Inflation

"So, what's going to happen? And of course, this is so important because if the Federal Reserve starts cutting interest rates, then that's going to be inflationary. And this is also going to help the stock markets, Bitcoin, and precious metals."

"So therefore, tariffs are expected to further accelerate the rate of inflation over the next few months."

"I believe that there's a very high chance that the Federal Reserve does not cut interest rates in July."

"J. Powell's term is going to end in May of 2026 and Trump's going to appoint a new Fed chair that's going to cut interest rates aggressively."

"And if Powell delays rate cuts even longer, then the new Fed chair is going to cut even more aggressively to make up for it."

"And of course, when that happens with lower interest rates, that's going to be explosive for stocks, for Bitcoin, for precious metals."

"They're going to switch to quantitative easing and you know in layman's term that's that's just money printing if Paul doesn't get that started himself."

"So, everybody's going to be listening to what Paul says. They're going to be trying to interpret his answers and then that's going to change the odds for a September rate cuts."

"And the second thing is by I would say mid August by then we're going to have a better understanding of how the tariff situation is developing."