OMFG the odds for a 25 BP rate cut during the May 7th FOMC just went up to 38.9% and we're now pricing in 5 rate cuts for 2025. IMO if we don't see a rate cut in May, we will see 2 rate cuts in June (ie 50 BP total) Once the dust settles with the tariffs, expect a rally in crypto and stocks the likes we've never seen before.