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BREAKING: Tommorow could be Jerome Powell's last press conference as Fed Chair. Ever. 2:00 PM ET. Rate decision. 2:30 PM ET. Powell speaks. 99% chance of a hold at 3.50%. Third consecutive pause. But nobody is watching the rate decision. Everyone is watching the man behind the podium. Powell's... show more

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KEVIN WARSH IS NOT JEROME POWELL THE FED WILL SURPRISE EVERYONE AT FOMC TODAY AT 2 PM ET. IF RATE < 3.50%: MARKET GOES FULL PARABOLIC IF RATE = 3.75%: MARKET CHOPS IF RATE > 4.00%: MARKET GETS SENT STRAIGHT DOWN ALMOST NOBODY IS READY FOR HIS DECISION.

KEVIN WARSH IS NOT JEROME POWELL THE FED WILL SURPRISE EVERYONE AT FOMC TODAY AT 2 PM ET. IF RATE < 3.50%: MARKET GOES FULL PARABOLIC IF RATE = 3.75%: MARKET CHOPS IF RATE > 4.00%: MARKET GETS SENT STRAIGHT DOWN ALMOST NOBODY IS READY FOR HIS DECISION.

Rekt Fencer

92,748 Aufrufe • vor 1 Monat

KEVIN WARSH IS NOT JEROME POWELL. And that's exactly why none of it matters. Everyone is watching 2 PM ET like it's going to save them. It won't. Cut to 3.50%? The market pumps for 4 hours. Then reality hits. You're still holding assets at insane valuations with a global economy slowing down. The pump gets sold into immediately. Hold at 3.75%? Nothing changes. The weight stays on, Slow bleed continues. Above 4.00%? You already know. Here's what nobody wants to say out loud: > Rate cuts don't fix $34 trillion in debt. > Rate cuts don't fix margin compression. > Rate cuts don't fix a consumer that's already tapped out. > Rate cuts don't fix what's already broken underneath. 2022 they cut too late. The market dumped anyway. 2026 they're cutting into a trap. Same result. The Fed doesn't have a tool for this. They have a microphone and a podium. 2 PM ET Watch the pump then watch what happens after. That's when the real move starts. Every major move this cycle I called it before it printed. The next one is coming. Turn on notifications, Don't be the person who saw this post after.

KEVIN WARSH IS NOT JEROME POWELL. And that's exactly why none of it matters. Everyone is watching 2 PM ET like it's going to save them. It won't. Cut to 3.50%? The market pumps for 4 hours. Then reality hits. You're still holding assets at insane valuations with a global economy slowing down. The pump gets sold into immediately. Hold at 3.75%? Nothing changes. The weight stays on, Slow bleed continues. Above 4.00%? You already know. Here's what nobody wants to say out loud: > Rate cuts don't fix $34 trillion in debt. > Rate cuts don't fix margin compression. > Rate cuts don't fix a consumer that's already tapped out. > Rate cuts don't fix what's already broken underneath. 2022 they cut too late. The market dumped anyway. 2026 they're cutting into a trap. Same result. The Fed doesn't have a tool for this. They have a microphone and a podium. 2 PM ET Watch the pump then watch what happens after. That's when the real move starts. Every major move this cycle I called it before it printed. The next one is coming. Turn on notifications, Don't be the person who saw this post after.

philarekt

134,290 Aufrufe • vor 1 Monat

🚨 WOW. Sec. Scott Bessent just WENT OFF on Fed Chair Jerome Powell for deciding STAY ON the Federal Reserve Board when his Chair term ends, violating norms "He's an 'institutionalist' and cares about 'norms' at the Fed. This is a VIOLATION of ALL Federal Reserve norms!" "I think it is an insult to Kevin Warsh...!" "The last time that a fair Fed chair stayed on the board. It was at the request of the president!" "I can promise you President Trump did NOT request for Jay Powell to stay!" POWELL MUST STEP DOWN.

🚨 WOW. Sec. Scott Bessent just WENT OFF on Fed Chair Jerome Powell for deciding STAY ON the Federal Reserve Board when his Chair term ends, violating norms "He's an 'institutionalist' and cares about 'norms' at the Fed. This is a VIOLATION of ALL Federal Reserve norms!" "I think it is an insult to Kevin Warsh...!" "The last time that a fair Fed chair stayed on the board. It was at the request of the president!" "I can promise you President Trump did NOT request for Jay Powell to stay!" POWELL MUST STEP DOWN.

Eric Daugherty

480,391 Aufrufe • vor 3 Monaten

It is unusual for soon-to-be-former Fed Chair Jay Powell to stay on at the Federal Reserve. For someone who speaks so often of norms, his unilateral decision to stay flies in the face of tradition. Kevin Warsh will bring about a new day at the Fed, with accountability, management, and sound policymaking in the lead.

It is unusual for soon-to-be-former Fed Chair Jay Powell to stay on at the Federal Reserve. For someone who speaks so often of norms, his unilateral decision to stay flies in the face of tradition. Kevin Warsh will bring about a new day at the Fed, with accountability, management, and sound policymaking in the lead.

Treasury Secretary Scott Bessent

1,265,900 Aufrufe • vor 3 Monaten

🚨🇺🇸 TRUMP HUNTS FOR FED CHAIR POWELL’S REPLACEMENT Trump’s not firing Fed Chair Jerome Powell - probably because he legally can’t. But he is shopping for a replacement, and the gloves are off. At a White House luncheon, Trump blasted Powell as a “stupid guy” and a “knucklehead” for refusing to slash rates in the middle of rising inflation. Treasury Secretary Scott Bessent - who may want the job himself - confirmed the search is on. Contenders? Kevin Warsh. Kevin Hassett. Maybe even Bessent. But whoever it is, Trump wants loyalty and lower rates. The Fed says it's cautious. Trump says it’s clueless. And the next Fed chair? Might be picked more for vibes than policy. Source: KFOX14

🚨🇺🇸 TRUMP HUNTS FOR FED CHAIR POWELL’S REPLACEMENT Trump’s not firing Fed Chair Jerome Powell - probably because he legally can’t. But he is shopping for a replacement, and the gloves are off. At a White House luncheon, Trump blasted Powell as a “stupid guy” and a “knucklehead” for refusing to slash rates in the middle of rising inflation. Treasury Secretary Scott Bessent - who may want the job himself - confirmed the search is on. Contenders? Kevin Warsh. Kevin Hassett. Maybe even Bessent. But whoever it is, Trump wants loyalty and lower rates. The Fed says it's cautious. Trump says it’s clueless. And the next Fed chair? Might be picked more for vibes than policy. Source: KFOX14

Mario Nawfal

101,452 Aufrufe • vor 1 Jahr

🚨 FED CHAIR KEVIN WARSH JUST MADE IT CLEAR: THE FIGHT AGAINST INFLATION IS NOT OVER. Key points from the FOMC press conference: • The Fed held rates in a 9–3 vote after a heated internal debate. • Warsh said inflation is still too high and the 2% target is non-negotiable. • The Fed is pulling back from forward guidance and will let markets react directly to incoming data. • Treasury yields have already tightened financial conditions, even without another rate hike. • One soft CPI report will not change policy. The Fed is focused on the broader trend. • The economy and labor market remain solid, while AI investment is driving a major surge in business spending. • A hold does not mean the Fed has paused. Warsh called it “watchful thinking.” • If inflation rises while employment stays strong, the Fed will be more inclined to tighten again. The message was simple: The Fed is not declaring victory, and rate hikes are still on the table.

🚨 FED CHAIR KEVIN WARSH JUST MADE IT CLEAR: THE FIGHT AGAINST INFLATION IS NOT OVER. Key points from the FOMC press conference: • The Fed held rates in a 9–3 vote after a heated internal debate. • Warsh said inflation is still too high and the 2% target is non-negotiable. • The Fed is pulling back from forward guidance and will let markets react directly to incoming data. • Treasury yields have already tightened financial conditions, even without another rate hike. • One soft CPI report will not change policy. The Fed is focused on the broader trend. • The economy and labor market remain solid, while AI investment is driving a major surge in business spending. • A hold does not mean the Fed has paused. Warsh called it “watchful thinking.” • If inflation rises while employment stays strong, the Fed will be more inclined to tighten again. The message was simple: The Fed is not declaring victory, and rate hikes are still on the table.

Crypto Rover

116,780 Aufrufe • vor 7 Tagen

Kevin Warsh just ended his first ever FOMC meeting as Fed chair. His message to markets: "I can't give you any guidance on what we're going to do next." Here is what he said: 1. Inflation is still way above the Fed's 2% target and prices are too high for most people 2. "We will fix five years of misses on inflation", he is directly saying the previous Fed failed 3. The Fed will no longer tell you in advance what it plans to do with interest rates 4. He watches stock market prices more than anything else when making decisions 5. Interest rates are hurting the housing market but are not slowing down financial markets 6. All 19 members at the table agreed not to raise rates today 7. The 2% inflation target is not changing 8. He refused to say whether bond yields rising after today's decision concerns him 9. He refused to say whether he has spoken to Trump since becoming Fed chair Under Powell, the Fed always told markets what was coming next. Under Warsh, that is gone.

Kevin Warsh just ended his first ever FOMC meeting as Fed chair. His message to markets: "I can't give you any guidance on what we're going to do next." Here is what he said: 1. Inflation is still way above the Fed's 2% target and prices are too high for most people 2. "We will fix five years of misses on inflation", he is directly saying the previous Fed failed 3. The Fed will no longer tell you in advance what it plans to do with interest rates 4. He watches stock market prices more than anything else when making decisions 5. Interest rates are hurting the housing market but are not slowing down financial markets 6. All 19 members at the table agreed not to raise rates today 7. The 2% inflation target is not changing 8. He refused to say whether bond yields rising after today's decision concerns him 9. He refused to say whether he has spoken to Trump since becoming Fed chair Under Powell, the Fed always told markets what was coming next. Under Warsh, that is gone.

Bull Theory

1,018,731 Aufrufe • vor 1 Monat

🚨 BREAKING: Treasury Secretary Scott Bessent just said Fed Chair Jerome Powell's replacement is probably coming within a FEW MONTHS. "We are putting together a very good list of candidates. And remember, there going to be two seats opening up." "Governor Kugler will be leaving...Chair Powell in May. There will be two seats opening up. I'm putting together a list for the president, Chief of Staff to review...I would expect that we could have an announcement by the end of the year."

🚨 BREAKING: Treasury Secretary Scott Bessent just said Fed Chair Jerome Powell's replacement is probably coming within a FEW MONTHS. "We are putting together a very good list of candidates. And remember, there going to be two seats opening up." "Governor Kugler will be leaving...Chair Powell in May. There will be two seats opening up. I'm putting together a list for the president, Chief of Staff to review...I would expect that we could have an announcement by the end of the year."

Eric Daugherty

364,839 Aufrufe • vor 1 Jahr

BREAKING: Fed Chair Kevin Warsh says the Fed didn't need to raise rates today because the bond market already did the job for it. Here's what he said: - Inflation is still above the Fed's 2% goal. The Committee says it will deliver price stability, no exceptions. - There is no hidden higher inflation target. 2% is the real number, and 5+ years of high inflation can't be fixed overnight. - Two things stood out since the last meeting: Treasury yields moved sharply on their own, one of the biggest moves in 20 years, even without a rate change. And AI-related business investment surged nearly 20% this quarter. - The vote to hold was 9-3. Warsh called it a real internal debate, not a rubber stamp. - June's cooler CPI report barely moved the Committee's thinking. They're watching trends, not single data points. - Holding rates isn't a pause, according to Warsh. Markets already tightened conditions on their own through rising yields. - The Fed is deliberately giving less forward guidance so markets react to real data instead of Fed hints. - There's no tradeoff between fighting inflation and protecting jobs. Warsh says hitting the 2% target actually supports the job market. - AI-driven investment is making it harder to judge if the economy is running hot or just growing fast. - Warsh says the internal disagreement was over timing and tactics, not the Fed's actual mission. - Jackson Hole in August remains open. Could be a big-picture speech or a setup for the rest of the year.

BREAKING: Fed Chair Kevin Warsh says the Fed didn't need to raise rates today because the bond market already did the job for it. Here's what he said: - Inflation is still above the Fed's 2% goal. The Committee says it will deliver price stability, no exceptions. - There is no hidden higher inflation target. 2% is the real number, and 5+ years of high inflation can't be fixed overnight. - Two things stood out since the last meeting: Treasury yields moved sharply on their own, one of the biggest moves in 20 years, even without a rate change. And AI-related business investment surged nearly 20% this quarter. - The vote to hold was 9-3. Warsh called it a real internal debate, not a rubber stamp. - June's cooler CPI report barely moved the Committee's thinking. They're watching trends, not single data points. - Holding rates isn't a pause, according to Warsh. Markets already tightened conditions on their own through rising yields. - The Fed is deliberately giving less forward guidance so markets react to real data instead of Fed hints. - There's no tradeoff between fighting inflation and protecting jobs. Warsh says hitting the 2% target actually supports the job market. - AI-driven investment is making it harder to judge if the economy is running hot or just growing fast. - Warsh says the internal disagreement was over timing and tactics, not the Fed's actual mission. - Jackson Hole in August remains open. Could be a big-picture speech or a setup for the rest of the year.

Bull Theory

168,536 Aufrufe • vor 7 Tagen

🚨 BREAKING: President Trump just announced he has chosen KEVIN WARSH to be the next Chairman of the Federal Reserve, replacing Jerome Powell Warsh has historically been pretty pro Bitcoin, which is an interesting trait for a Fed Chair TRUMP: “I have known Kevin for a long period of time, and have no doubt that he will go down as one of the GREAT Fed Chairmen, maybe the best. On top of everything else, he is ‘central casting,’ and he will never let you down.

🚨 BREAKING: President Trump just announced he has chosen KEVIN WARSH to be the next Chairman of the Federal Reserve, replacing Jerome Powell Warsh has historically been pretty pro Bitcoin, which is an interesting trait for a Fed Chair TRUMP: “I have known Kevin for a long period of time, and have no doubt that he will go down as one of the GREAT Fed Chairmen, maybe the best. On top of everything else, he is ‘central casting,’ and he will never let you down.

Nick Sortor

424,325 Aufrufe • vor 6 Monaten

BREAKING ‼️ A Federal Judge has granted a request for an emergency hearing Monday before the Federal Reserve’s next closed door meeting “Our temporary restraining order would block Jerome Powell's Federal Reserve from meeting behind closed doors” The Federal Reserve has been ILLEGALLY meeting in secret, “We filed a lawsuit against Jerome Powell for breaking federal law by holding the Federal Reserve's rate setting meetings behind closed door that contravenes the government in the Sunshine act of 1976. We asked the federal court very simply to block next week's Fed meeting from happening in secret. We just heard from the federal judge. She handed down the order, which is that there is going to be an emergency hearing on this on Monday afternoon at 2pm in the D.C. federal Courthouse.“ “She has immediately ordered the Federal Reserve's attorneys and our attorneys to meet for a hearing on Monday at 2pm right before the Fed is set to meet on Tuesday. Our temporary restraining order would block Jerome Powell's Federal Reserve from meeting behind closed doors”

BREAKING ‼️ A Federal Judge has granted a request for an emergency hearing Monday before the Federal Reserve’s next closed door meeting “Our temporary restraining order would block Jerome Powell's Federal Reserve from meeting behind closed doors” The Federal Reserve has been ILLEGALLY meeting in secret, “We filed a lawsuit against Jerome Powell for breaking federal law by holding the Federal Reserve's rate setting meetings behind closed door that contravenes the government in the Sunshine act of 1976. We asked the federal court very simply to block next week's Fed meeting from happening in secret. We just heard from the federal judge. She handed down the order, which is that there is going to be an emergency hearing on this on Monday afternoon at 2pm in the D.C. federal Courthouse.“ “She has immediately ordered the Federal Reserve's attorneys and our attorneys to meet for a hearing on Monday at 2pm right before the Fed is set to meet on Tuesday. Our temporary restraining order would block Jerome Powell's Federal Reserve from meeting behind closed doors”

Wall Street Apes

316,937 Aufrufe • vor 1 Jahr

🚨 FACT: NEW FED CHAIR = MARKET DUMP Look at this closely. Every time a new Fed Chair took over, the market entered a major drawdown: Yellen: market dumps. Powell: same story, twice. This has happened 3 times in a row. Kevin Warsh is the name everyone is watching. And almost nobody is pricing this in. 2014 → 2018 → 2022 → 2026 If history repeats again, the next dump won’t be random. It will be exactly what the chart already warned about. I’ve been in finance for more than 15 years. When I EXIT the markets completely, I’ll say it here publicly, like I always do. Turn notifications on. If you’re not following yet, you’ll understand why that was a mistake later.

🚨 FACT: NEW FED CHAIR = MARKET DUMP Look at this closely. Every time a new Fed Chair took over, the market entered a major drawdown: Yellen: market dumps. Powell: same story, twice. This has happened 3 times in a row. Kevin Warsh is the name everyone is watching. And almost nobody is pricing this in. 2014 → 2018 → 2022 → 2026 If history repeats again, the next dump won’t be random. It will be exactly what the chart already warned about. I’ve been in finance for more than 15 years. When I EXIT the markets completely, I’ll say it here publicly, like I always do. Turn notifications on. If you’re not following yet, you’ll understand why that was a mistake later.

Alex Mason 👁△

669,148 Aufrufe • vor 2 Monaten

🚨 WARNING: A FED CHAIR CHANGE WILL LEAD TO A BIG STORM!! Look at the chart carefully. This is the statistic of every Bitcoin crash after a Fed Chair change. – Yellen: -86% – Powell term 1: -82% – Powell term 2: -76% Prediction markets are pricing Kevin Warsh’s arrival as Fed Chair at a 90% probability. And this model has never been wrong. No exceptions. This is likely exactly what happens for the 4th time: Every vertical line marks a different FED era. And every single time, Bitcoin entered a completely different phase after the transition. That’s the trap. The market usually looks strong first. People think: “New FED Chair = bullish reset.” But historically, that’s exactly when the real repricing begins. – Different FED Chair. – Different policy expectations. – Different liquidity cycle. Same result. And now the market is potentially approaching another transition again. Kevin Warsh odds keep rising. This is why I’m paying attention to this setup very closely. For the record, I was the only one publicly calling the exact bottom at $16,000 three years ago and the top at $126,000 in October. If you missed those calls, don’t worry. I’ll call the next one too. Turn notifications on. If you’re not following yet, you’ll understand why that was a mistake later.

🚨 WARNING: A FED CHAIR CHANGE WILL LEAD TO A BIG STORM!! Look at the chart carefully. This is the statistic of every Bitcoin crash after a Fed Chair change. – Yellen: -86% – Powell term 1: -82% – Powell term 2: -76% Prediction markets are pricing Kevin Warsh’s arrival as Fed Chair at a 90% probability. And this model has never been wrong. No exceptions. This is likely exactly what happens for the 4th time: Every vertical line marks a different FED era. And every single time, Bitcoin entered a completely different phase after the transition. That’s the trap. The market usually looks strong first. People think: “New FED Chair = bullish reset.” But historically, that’s exactly when the real repricing begins. – Different FED Chair. – Different policy expectations. – Different liquidity cycle. Same result. And now the market is potentially approaching another transition again. Kevin Warsh odds keep rising. This is why I’m paying attention to this setup very closely. For the record, I was the only one publicly calling the exact bottom at $16,000 three years ago and the top at $126,000 in October. If you missed those calls, don’t worry. I’ll call the next one too. Turn notifications on. If you’re not following yet, you’ll understand why that was a mistake later.

DANNY

40,194 Aufrufe • vor 2 Monaten

🚨BREAKING: Fed Chair Jerome Powell says there may NOT be an interest rate cut in December depending on how GOOD the economy is... "If there were a SIGNIFICANT change in the economy, one way or another, I think we would pick that up—So in terms of how it might affect December, it is really hard to say RIGHT NOW." Didn't the Economy just HIT all-time highs???

🚨BREAKING: Fed Chair Jerome Powell says there may NOT be an interest rate cut in December depending on how GOOD the economy is... "If there were a SIGNIFICANT change in the economy, one way or another, I think we would pick that up—So in terms of how it might affect December, it is really hard to say RIGHT NOW." Didn't the Economy just HIT all-time highs???

The Patriot Oasis™

39,602 Aufrufe • vor 9 Monaten

❗️ BREAKING: New US inflation numbers have just come in — and they are HORRIBLE. We could laugh it off as bad news for the US, but when America suffers economically, the aftershock hits the rest of the world too. 4.2% for May — up from 3.8% — before that, 3.3%. Ever since the Iran war started, Americans have been getting squeezed harder and harder. Watch LIVE on BitChute at 5:30 PM Moscow time / 2:30 PM GMT:

❗️ BREAKING: New US inflation numbers have just come in — and they are HORRIBLE. We could laugh it off as bad news for the US, but when America suffers economically, the aftershock hits the rest of the world too. 4.2% for May — up from 3.8% — before that, 3.3%. Ever since the Iran war started, Americans have been getting squeezed harder and harder. Watch LIVE on BitChute at 5:30 PM Moscow time / 2:30 PM GMT:

Rick Sanchez

20,177 Aufrufe • vor 1 Monat

🇺🇸 BESSENT: WE’LL INTERVIEW 11 CANDIDATES FOR NEXT FED CHAIR Treasury Secretary Scott Bessent says he’ll start grilling 11 candidates after Labor Day to find Trump’s pick to replace Jerome Powell as Fed chair. Bessent: “In terms of the interview process, we’ve announced 11 very strong candidates. I’m going to be meeting with them probably right after, Labor Day, and to start bringing down the list to present to President Trump. It’s an incredible group.” The list includes current Fed officials, Wall Street heavyweights, and a White House economist - all battling for the job that sets America’s interest rates. Powell’s term ends in 2026, but the White House wants a new chair lined up fast as it pushes for big rate cuts to juice the housing market. Source: CNBC

🇺🇸 BESSENT: WE’LL INTERVIEW 11 CANDIDATES FOR NEXT FED CHAIR Treasury Secretary Scott Bessent says he’ll start grilling 11 candidates after Labor Day to find Trump’s pick to replace Jerome Powell as Fed chair. Bessent: “In terms of the interview process, we’ve announced 11 very strong candidates. I’m going to be meeting with them probably right after, Labor Day, and to start bringing down the list to present to President Trump. It’s an incredible group.” The list includes current Fed officials, Wall Street heavyweights, and a White House economist - all battling for the job that sets America’s interest rates. Powell’s term ends in 2026, but the White House wants a new chair lined up fast as it pushes for big rate cuts to juice the housing market. Source: CNBC

Mario Nawfal

92,523 Aufrufe • vor 11 Monaten

President Trump goes scorched earth on Jerome “Too Late” Powell, and playfully puts Scott Bessent in the hot seat “I’s love to fire his ass— And he should be sued for spending $4 Billion to build a little building — you gotta work on his Scott. The only thing Scott’s blowing it on is the FED. The rates are too high Scott, and if you don’t get it fixed, I’m gonna fire your ass, ok?” 🤣 Powell's four-year term as Fed chair expires on May 15, 2026, but he’s expected to leave early in maybe January/February.

President Trump goes scorched earth on Jerome “Too Late” Powell, and playfully puts Scott Bessent in the hot seat “I’s love to fire his ass— And he should be sued for spending $4 Billion to build a little building — you gotta work on his Scott. The only thing Scott’s blowing it on is the FED. The rates are too high Scott, and if you don’t get it fixed, I’m gonna fire your ass, ok?” 🤣 Powell's four-year term as Fed chair expires on May 15, 2026, but he’s expected to leave early in maybe January/February.

MJTruthUltra

28,266 Aufrufe • vor 8 Monaten

BREAKING: 10 days into the job, Trump is already throwing his new Fed Chair under the bus. The market priced his confirmation as a guaranteed rate cut. Hours after the swearing-in, Trump was on Truth Social demanding cuts that aren't coming. Here's why the entire 2026 rate cut thesis just broke: For most of 2026, Wall Street traded on one assumption. Trump replaces Powell with his own guy. The Fed delivers the cuts the President has been demanding for two years, and risk assets rip. Every long-duration asset on the board priced it in. Warsh's Senate confirmation passed 54-45 in May. The closest Fed Chair vote in modern history. The political fight was taken as proof Warsh would be loyal to the man who picked him. Then everyone read his actual Senate testimony: Warsh has been a public critic of the Fed's bloated balance sheet for over a decade. His pitch was what he called "regime change" at the Fed. He's philosophically closer to Paul Volcker than to a yes-man. Volcker pushed rates above 19% in 1981 to break inflation. Wall Street hated him at the time. History celebrates him today. That's the model Warsh has been studying for years. Not the easing playbook Trump wants. Then the macro data turned on him before he even took office. The May 28th PCE reading was the highest in nearly three years. WTI crude jumped almost 6% on June 1st to $92.54 a barrel. Iran had just suspended indirect talks with the US. Tariff costs from Trump's own February executive orders are still working through goods prices. Sticky inflation from policy decisions Trump made himself. Warsh walked into the worst possible setup. Hot inflation, an energy shock, and a President demanding the one move that would make inflation worse. Yesterday, June 2nd, Trump went back on Truth Social to attack Warsh for not cutting fast enough. 10 days into the job. From his own hand-picked Chair. This is where retail investors get trapped. The narrative all year was simple. Trump installs his guy. Cheap money returns. Buy everything that benefits. That trade required three things to be true at once. 1. Warsh has to be a puppet. 2. Inflation has to cooperate. 3. There has to be political room to cut. Right now, zero of those three are true. Markets have already priced out 2026 rate cuts entirely. A rate hike by year-end is now considered more likely than a cut. Retail positioning hasn't caught up. Most portfolios are still leaning long-duration tech and rate-sensitive assets that work in a cutting cycle and bleed in a holding cycle. Institutional positioning has caught up months ago. Berkshire sits on a record $397 billion in cash. Hedge funds rotated into commodities and short-duration. The S&P sits at all-time highs while the smart money is positioned for the cuts not arriving. A Fed Chair who believes in inflation credibility doesn't cut into rising prices regardless of who appointed him. The investors who win stopped trying to predict the next Fed move years ago. The market will reprice when it stops pretending otherwise. You can guess which week that happens. Or you can run a system that doesn't have to guess. Surmount automates your investments with rules-based strategies built on data, not political headlines...

BREAKING: 10 days into the job, Trump is already throwing his new Fed Chair under the bus. The market priced his confirmation as a guaranteed rate cut. Hours after the swearing-in, Trump was on Truth Social demanding cuts that aren't coming. Here's why the entire 2026 rate cut thesis just broke: For most of 2026, Wall Street traded on one assumption. Trump replaces Powell with his own guy. The Fed delivers the cuts the President has been demanding for two years, and risk assets rip. Every long-duration asset on the board priced it in. Warsh's Senate confirmation passed 54-45 in May. The closest Fed Chair vote in modern history. The political fight was taken as proof Warsh would be loyal to the man who picked him. Then everyone read his actual Senate testimony: Warsh has been a public critic of the Fed's bloated balance sheet for over a decade. His pitch was what he called "regime change" at the Fed. He's philosophically closer to Paul Volcker than to a yes-man. Volcker pushed rates above 19% in 1981 to break inflation. Wall Street hated him at the time. History celebrates him today. That's the model Warsh has been studying for years. Not the easing playbook Trump wants. Then the macro data turned on him before he even took office. The May 28th PCE reading was the highest in nearly three years. WTI crude jumped almost 6% on June 1st to $92.54 a barrel. Iran had just suspended indirect talks with the US. Tariff costs from Trump's own February executive orders are still working through goods prices. Sticky inflation from policy decisions Trump made himself. Warsh walked into the worst possible setup. Hot inflation, an energy shock, and a President demanding the one move that would make inflation worse. Yesterday, June 2nd, Trump went back on Truth Social to attack Warsh for not cutting fast enough. 10 days into the job. From his own hand-picked Chair. This is where retail investors get trapped. The narrative all year was simple. Trump installs his guy. Cheap money returns. Buy everything that benefits. That trade required three things to be true at once. 1. Warsh has to be a puppet. 2. Inflation has to cooperate. 3. There has to be political room to cut. Right now, zero of those three are true. Markets have already priced out 2026 rate cuts entirely. A rate hike by year-end is now considered more likely than a cut. Retail positioning hasn't caught up. Most portfolios are still leaning long-duration tech and rate-sensitive assets that work in a cutting cycle and bleed in a holding cycle. Institutional positioning has caught up months ago. Berkshire sits on a record $397 billion in cash. Hedge funds rotated into commodities and short-duration. The S&P sits at all-time highs while the smart money is positioned for the cuts not arriving. A Fed Chair who believes in inflation credibility doesn't cut into rising prices regardless of who appointed him. The investors who win stopped trying to predict the next Fed move years ago. The market will reprice when it stops pretending otherwise. You can guess which week that happens. Or you can run a system that doesn't have to guess. Surmount automates your investments with rules-based strategies built on data, not political headlines...

Logan Weaver

39,785 Aufrufe • vor 2 Monaten

THE MAN WHO COULD REPLACE JEROME POWELL MADE $100 MILLION WORKING WITH STANLEY DRUCKENMILLER Kevin Warsh is a top candidate for Fed chair, per CNBC. Background: • Youngest Fed governor ever (appointed 2006 at age 36) • Bernanke's right-hand man during the 2008 crisis • Left the Fed in 2011, made $100M+ working with Stanley Druckenmiller • Married Jane Lauder, heir to the Estée Lauder fortune • Sits on the boards of UPS $UPS and Coupang $CPNG His Silicon Valley network: • Close with Alex Karp, CEO of Palantir $PLTR • Close with Peter Thiel • Close with Marc Andreessen • Holds stakes in Polymarket and multiple tech and crypto startups His thesis: The Fed is underestimating AI. He argues AI will supercharge growth without driving inflation, and the Fed should cut rates and let the economy boom. If confirmed, he could become the wealthiest Fed chair in history, with disclosed holdings worth $50M+ on multiple positions.

THE MAN WHO COULD REPLACE JEROME POWELL MADE $100 MILLION WORKING WITH STANLEY DRUCKENMILLER Kevin Warsh is a top candidate for Fed chair, per CNBC. Background: • Youngest Fed governor ever (appointed 2006 at age 36) • Bernanke's right-hand man during the 2008 crisis • Left the Fed in 2011, made $100M+ working with Stanley Druckenmiller • Married Jane Lauder, heir to the Estée Lauder fortune • Sits on the boards of UPS $UPS and Coupang $CPNG His Silicon Valley network: • Close with Alex Karp, CEO of Palantir $PLTR • Close with Peter Thiel • Close with Marc Andreessen • Holds stakes in Polymarket and multiple tech and crypto startups His thesis: The Fed is underestimating AI. He argues AI will supercharge growth without driving inflation, and the Fed should cut rates and let the economy boom. If confirmed, he could become the wealthiest Fed chair in history, with disclosed holdings worth $50M+ on multiple positions.

WOLF

56,046 Aufrufe • vor 3 Monaten

Even if Jerome Powell steps down from Fed Chair, he may not leave power. Former Fed insider Danielle DiMartino Booth breaks down: • The Fed–Trump showdown • Powell as a potential shadow Fed chair • Gold’s surge: is it replacing USTs? • Why Bitcoin still trades risk-on TIMESTAMPS: 00:00 Powell vs Trump: a political Fed battle 2:09 Could Powell refuse to leave? 7:22 Labor market crisis no one sees 8:48 Should interest rates actually be lower? 13:46 Gold mania explained 18:33 Is the dollar losing reserve status? 20:56 What breaks passive investing 22:38 Are we heading toward socialism? 24:20 How to fix America’s economy 33:21 Bitcoin as a risk barometer 36:17 Advice for everyday Americans

Even if Jerome Powell steps down from Fed Chair, he may not leave power. Former Fed insider Danielle DiMartino Booth breaks down: • The Fed–Trump showdown • Powell as a potential shadow Fed chair • Gold’s surge: is it replacing USTs? • Why Bitcoin still trades risk-on TIMESTAMPS: 00:00 Powell vs Trump: a political Fed battle 2:09 Could Powell refuse to leave? 7:22 Labor market crisis no one sees 8:48 Should interest rates actually be lower? 13:46 Gold mania explained 18:33 Is the dollar losing reserve status? 20:56 What breaks passive investing 22:38 Are we heading toward socialism? 24:20 How to fix America’s economy 33:21 Bitcoin as a risk barometer 36:17 Advice for everyday Americans

Natalie Brunell ⚡️

165,837 Aufrufe • vor 6 Monaten