Daily Note · 5 May: Sentiment Catching Up to Capital
Institutional capital was already moving before sentiment recovered. The last 24 hours reveal how far positioning had run ahead of the crowd.
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Institutional capital was already moving before sentiment recovered. The last 24 hours reveal how far positioning had run ahead of the crowd.
FOMC April 2026 recap: rates held a third time, but the real signal came from energy, politics, and a Fed navigating forces it cannot fully control.
The Fed held rates but revealed deep uncertainty about overlapping inflation pressures from tariffs and energy. What it means for crypto.