Analyst Matthias Scheiber says the Fed's on hold due to strong US jobs and tariff uncertainty.  
Next rate cut chance? Maybe September.  
If inflation hits 2%, expect two cuts this year.  
Stocks will stay choppy—prefer US, international, and cheap emerging markets.  
Better valuations, potential stimulus, and overpriced US giants help.  
Still liking quality bonds—decent yields stick around.

Matthias Scheiber's insights are super reassuring, the Fed's cautious stance and potential rate cuts could really spice up the markets this year