Fed Rate Cut Pause: April 2026 Inflation Shock Rewrites Bond and Stock Playbook

The Federal Reserve has shifted from cutting to higher-for-longer as core PCE inflation sticks at 3 percent in April 2026. This episode breaks down the market implications across Treasuries, equities, and crypto as traders abandon rate cut expectations and reposition for a new regime. We analyze the Fed's 3.50-3.75 percent hold, Treasury market repricing, growth-to-value rotation, and how geopolitical oil shocks are complicating Powell's inflation fight. Critical intel for navigating bond volatility, sector rotation, and risk asset recalibration.