Why are we falling if yesterday we had the most bullish FED meeting since 2021?

Here's a simple summary:

1- The whales have been in for days. The 25 basis point cut was almost certain (95% probability) and in the end, it was the typical sell the news. They bought at lows of 80k, took profit when the news came out, and that's it. Simple market nature.

2- Powell didn't help much. He created uncertainty with the possibility of future cuts. Now the market only prices in a reduction in 2026, and the rest will depend on whether the labor market remains weak and how inflation turns out. Not well received.

3- Oracle, although not too influential in the S&P 500, reported weak results and reignited fears of the “AI bubble.” That dragged futures down and added more pressure.

But even with all this, the FED announced a covert QE: they will buy 40 billion dollars a month in debt. That’s liquidity. And ultimately, what drives the markets is liquidity, not the headlines of the day.

That’s why, even though we see noise today, the underlying trend remains bullish.

And 2026, from our point of view, looks quite promising.