Economic Uncertainty Fades as Tariffs Loom
If the Fed cuts rates—or even signals that a cut is imminent—it gives the economy room to absorb the coming tariff impact without derailing growth or reigniting inflation.
Then comes August 1. Tariffs are the punch. But they only land properly if the Fed throws the cushion first.
The 48-hour gap is not a fluke.
It gives the market time to digest the Fed’s signal and stabilize before the tariffs land. A full day of market breathing room on July 31 sets the stage.
Operation Dovetail: Surprise Rate Cut
The final two days of July 2025 may quietly mark one of the most coordinated and consequential moments in modern economic history.
Watch The Executive Branch:
What If the Fed Doesn’t Cut? There’s Still a Bullish Twist
Let’s say the Fed holds rates steady. Would that derail the plan?
Not exactly. Here’s the asymmetric advantage most haven’t priced in: without a rate cut, the August 1 tariff activation is likely to be delayed or softened.
