Fed Will Cut Rates by 50bps in Q2 2025
The Federal Reserve will reduce the federal funds rate by 50 basis points between April and June 2025.

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The Federal Reserve will reduce the federal funds rate by 50 basis points between April and June 2025.

Oil prices will reach $85 per barrel by August 2025 despite current weakness.

The Biden administration will extend advanced AI chip export restrictions covering 8 countries - exceeding our projection. The restrictions target advanced AI chips and manufacturing equipment, validating our thesis about escalating technology competition.

The European Central Bank will reduce rates by a full percentage point between January and June 2025.

Chinese authorities will unveil a stimulus package exceeding $2 trillion USD equivalent by Q2 2025.

Bitcoin will trade above $150,000 before December 31, 2025.

The world will add over 500 gigawatts of renewable energy capacity in 2025, a new record.

The United States will not experience two consecutive quarters of negative GDP growth in 2024.

India's nominal GDP will exceed Japan's in 2025, making it the world's third-largest economy.

NVIDIA's market capitalization will surpass $4 trillion before end of 2024.

The Federal Reserve will maintain the federal funds rate at current levels during its March 2025 FOMC meeting.

Tesla will begin commercial robotaxi operations in at least three U.S. cities by Q4 2025.

Saudi Arabia will raise crude oil production by at least 1 million barrels per day by mid-2025.

The European Union will implement tariffs of at least 25% on Chinese EV imports by summer 2025.

Apple will unveil its own AI inference chip designed for cloud services at WWDC 2025.

The United Kingdom will begin formal negotiations for partial single market access by Q3 2025.

Gold prices will exceed $3,000 per troy ounce before the end of 2025.

Microsoft will announce plans to sell or spin off the Call of Duty franchise by mid-2025.
