D-Day for the Fed: Calm Before the Storm?

Wednesday, July 30, feeling a bit off this morning, but the mindset stays action-oriented! We know that on tired days, we’re more sensitive to negative news, external pressures, and market volatility… Yet it’s in these moments that we build the mental strength to push further.

Markets: Uncertainty, But Opportunities Too

On the DAX, the strategy is unchanged: I remain positioned to buy around 24,000 points, a key area for several sessions now. Despite a still-tense macro context, US indices are holding up. Yesterday, I was caught off guard by UnitedHealth’s (U.N.H.) announcement, which plunged 7% after lowering its annual profit forecast. Proof that even heavyweights can surprise under these conditions!

UPS disappointed on its earnings per share and withdrew its yearly guidance, showing how economic uncertainty weighs on big company decisions. Whirlpool continues to struggle, canceling its dividend yet again, and Boeing contained damages with a loss smaller than expected. Procter & Gamble, for its part, warned about margin pressures, a direct result of tariff increases.

A Ray of Light? Visa, with a 14% jump in revenue, beat expectations. Still, caution is advised for the future.

A Packed Day Ahead, with the ADP US employment survey at 2:15pm, first US GDP estimates at 2:30pm, then later today, the Fed’s decision (no surprises expected), and above all, Jerome Powell’s speech—a key moment for the rest of the quarter. Tonight, Microsoft and Facebook report earnings, with Apple and Amazon following tomorrow. These giants can set the tone for weeks ahead.

Current Strategies: Adapting Without Rushing

On the Dow Jones, I’m still working the 44,600-point zone despite yesterday’s loss. The S&P 500 and Nasdaq are calm, volatility remains low. The CAC 40 is moving in a tight range, between 7,700 and 7,900.

Oil is rebounding, gold remains in its channel, and on the Redollar, I’m back to a cautious short swing strategy, to be activated depending on the daily 50MA response and Fed announcements.

As for crypto, caution is key. No strong bullish signals: I stay light, wait patiently, set alerts, and keep ready cash. Some cryptos are holding well above their 50MA, others not—it’s essential to be selective.

Looking Ahead: Adaptation as the Only Certainty

In such an unpredictable market, the keys are preparation and adaptability. Keep control, avoid regrets, accept changing trends, and be ready to question everything. Don’t fall into the trap of “I should have,” but act intentionally, according to your own plan, prepared for all scenarios.

The Strength of Community

Thank you to everyone who follows, comments, rates the podcast or the morning briefs. Your support means a lot—during tough times or successes, it’s the group’s energy that keeps us moving forward.

Now more than ever, let’s keep this collective strength, keep the forward-looking vision. Summer is just beginning, volatility is returning, so are opportunities: let’s stay ready, to act, adjust, and seize what the market offers.

See you very soon, and maybe tonight on Twitch for a live recap of the announcements! Stay strong, and never forget: what matters most is moving forward, one step at a time.