The Fed Finally Resumes Rate Cuts! What Next? Part 2 NIFTY 50 Crash
We have witnessed a dramatic deterioration in US labour market condions in recent months. Layoffs have increased sharply and new job creation has all but collapsed! And that’s why, the Federal Reserve has had to restart its rate cut cycles in Sept-2025 in order to support the US labor market.
So what impact can rate cuts have on the NFTY in the days ahead?
Usually, rate cuts and lower interest rates are considered a bullish signal for equity markets. But there are exceptions… for example, last year, once the Fed started rate cuts from Sepr-24 onwards, what we got was in fact a sharp correction in the NIFTY, rather than a rally.
So, the big question at this stage is - What will NIFTY’s reaction be this year? Are we likely to see yet another interim correction in NIFTY, just like last year?
And most importantly, is there a magic formula / global macro parameter, which can help us exit the equity market before any such interim correction kicks in?
That’s exactly what I discuss in this video, so do watch it till the end!
So Do watch the full video on ”The Fed Finally Resumes Rate Cuts! What Next? Part 2 NIFTY-50 Crash | Indraanil Guha Hindi"
You can watch Part 1: The Fed Finally Resumes Rate Cuts! What Next? NIFTY-50 Crash | Indraanil Guha Hindi
Also, I highly recommend you watch the following video where I've explained how Fed Chair Jerome Powell was dead wrong till as recently as July 2025 in not acknowledging the emerging weakness in the US labor market: Powell Is Dead Wrong! Recession Is Coming, But Not Before One Last Melt-UP
Also, do watch this video where I had explained months in advance how Federal Reserve having to resume its rate cut cycle in response to labor market weakness would ultimately pave the way for a melt-up in equity markets around the world, including here in India: Trade Wars, Middle-East Wars & the Path to the Coming Melt-Up, & Then Crash
And also, If you wish to understand the historical relationship between equity indices and the MOVE index, then please do watch the following video: Why are FIIs Selling? When will the Selling Stop? | Part 2 - Watch the MOVE Index | NIFTY-50 Crash
And finally, do watch the following video on our flagship offering, the AlphaSIP® Strategy: "Turn Your SIP into a Tax-Free FD of 12% p.a. Even in a NIFTY-50 Crash"
