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🚨FED’S WALLER SAYS CURRENT FED RATES MAY BE ENOUGH! Fed Governor Christopher Waller said he sees early signs of disinflation and, if that holds in the next two weeks of data, he would back keeping the funds rate where it is at the Sept. 15-16 meeting. He said there... show more

Crypto Banter

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14,905 次观看 • 22 天前 •via X (Twitter)

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🚨FED CHAIR WARSH: “I’M NOT HAPPY WITH ANY INFLATION MEASURES”, INFLATION “LOOKS LESS GOOD”! Fed Chair Kevin Warsh criticized current inflation data, saying he is “not happy with any of the inflation measures” and that inflation “looks less good” as part of the Fed’s mandate. He stressed “no tolerance” for elevated inflation and the need to return it sustainably to the 2% target.

🚨FED CHAIR WARSH: “I’M NOT HAPPY WITH ANY INFLATION MEASURES”, INFLATION “LOOKS LESS GOOD”! Fed Chair Kevin Warsh criticized current inflation data, saying he is “not happy with any of the inflation measures” and that inflation “looks less good” as part of the Fed’s mandate. He stressed “no tolerance” for elevated inflation and the need to return it sustainably to the 2% target.

Crypto Banter

37,148 次观看 • 2 个月前

🚨KYODO SAYS BOJ PLANS A HIKE TO 1.25%! Kyodo reported the Bank of Japan is preparing to lift its policy rate to 1.25% at the Sept. 17-18 meeting. That would be a 25 basis-point move from 1.00% and the first hike in three months. Governor Kazuo Ueda has already said the board will debate a rise at that meeting. Markets have the move almost fully priced.

🚨KYODO SAYS BOJ PLANS A HIKE TO 1.25%! Kyodo reported the Bank of Japan is preparing to lift its policy rate to 1.25% at the Sept. 17-18 meeting. That would be a 25 basis-point move from 1.00% and the first hike in three months. Governor Kazuo Ueda has already said the board will debate a rise at that meeting. Markets have the move almost fully priced.

Crypto Banter

14,930 次观看 • 17 天前

🚨 BREAKING THE FED SEPTEMBER RATE HIKE - ALMOST CERTAIN OR NOT?! WARSH HAS MADE HIS PRIORITY CLEAR: "FIGHTING INFLATION IS MY JOB" - AND THE FED IS READY TO ACT. WITH THE NEXT FOMC MEETING ON SEPTEMBER 16, RATE HIKE ODDS HAVE PUMPED TO AROUND 52%. NOW THAT BASICALLY A COIN FLIP - BUT THESE ODDS COULD CHANGE SEVERAL TIMES BEFORE DAY X DUE TO NEW DATA. MARKETS HATE ONE THING MORE THAN ANYTHING ELSE - UNCERTAINTY!👀

🚨 BREAKING THE FED SEPTEMBER RATE HIKE - ALMOST CERTAIN OR NOT?! WARSH HAS MADE HIS PRIORITY CLEAR: "FIGHTING INFLATION IS MY JOB" - AND THE FED IS READY TO ACT. WITH THE NEXT FOMC MEETING ON SEPTEMBER 16, RATE HIKE ODDS HAVE PUMPED TO AROUND 52%. NOW THAT BASICALLY A COIN FLIP - BUT THESE ODDS COULD CHANGE SEVERAL TIMES BEFORE DAY X DUE TO NEW DATA. MARKETS HATE ONE THING MORE THAN ANYTHING ELSE - UNCERTAINTY!👀

DANNY

44,332 次观看 • 21 天前

🚨 BREAKING: Today is a big day for crypto investors. 🇺🇸 The Fed will announce its interest rate decision at 2:00 PM ET. Markets are expecting: 👉 70% chance rates stay the same 👉 30% chance of a rate hike 📈 If rates stay the same and the Fed hints at future cuts → Crypto could rise. 📉 If rates stay the same but the Fed signals more hikes → Crypto could fall. 🚨 If the Fed raises rates today → Markets could see a sharp sell-off. 👀 All eyes are on today’s FOMC meeting.

🚨 BREAKING: Today is a big day for crypto investors. 🇺🇸 The Fed will announce its interest rate decision at 2:00 PM ET. Markets are expecting: 👉 70% chance rates stay the same 👉 30% chance of a rate hike 📈 If rates stay the same and the Fed hints at future cuts → Crypto could rise. 📉 If rates stay the same but the Fed signals more hikes → Crypto could fall. 🚨 If the Fed raises rates today → Markets could see a sharp sell-off. 👀 All eyes are on today’s FOMC meeting.

Pushpendra Singh

34,968 次观看 • 1 个月前

🚨 THE U.S. TREASURY JUST HANDCUFFED THE FED TO JAPAN: ONE HIKE AND THE TREASURY TRADE UNWINDS America’s biggest foreign creditor just became the FED’s problem. The Federal Reserve almost certainly cannot raise rates at the Sept 15–16 meeting. Treasury Secretary Scott Bessent has boxed the new chair in with two coordinated market operations that only work if the Fed stays on hold. First: Bessent is buying long-term Treasuries to cap long-end yields. The United States is already sitting on roughly $40 trillion of debt and does not have spare cash for that program. So Treasury funds the buybacks by issuing more short-term bills. If the Fed hikes, those new bills immediately reprice higher. The government would be paying a steeper rate on fresh short-term paper just to finance the long-bond purchases that were supposed to keep debt-service costs contained. That loop only holds if policy rates stay put. Second: Japan is the largest foreign holder of U.S. Treasuries, about $1.1 trillion. Japanese domestic yields have been rising, making JGBs more competitive with Treasuries. A disorderly yen slide raises the risk that Tokyo sells U.S. paper to defend its currency or reallocate. Bessent used Exchange Stabilization Fund euros to buy yen in a rare joint intervention with Japan… not to be generous, but to reduce the odds Japan dumps Treasuries and drives U.S. long yields higher. The calendar is the detonator. The Fed meets Sept 15–16. The Bank of Japan meets Sept 17–18. Bessent just met BOJ Governor Ueda and pressed for “decisive” monetary steps to correct yen undervaluation. If the Fed hikes two days before Japan’s meeting, the BOJ is under pressure to follow or the yen weakens again and the intervention is wasted. If both hike, the rate differential that Bessent tried to stabilize collapses, carry positions unwind, and the incentive for Japan to hold Treasuries deteriorates. That is the bind. Bessent’s long-bond buybacks require cheap short-term funding. His yen operation requires Japan not to sell Treasuries and not to be forced into a catch-up hike. A Fed increase in the next two weeks threatens both legs at once. The Fed’s next decision is no longer just a domestic inflation call. It is whether Bessent’s Treasury-Japan construction holds or whether the world’s two largest government-bond markets start pulling against each other. IF THE FED HIKES BEFORE JAPAN, BESSENT’S ENTIRE BOND STRATEGY COLLAPSES

🚨 THE U.S. TREASURY JUST HANDCUFFED THE FED TO JAPAN: ONE HIKE AND THE TREASURY TRADE UNWINDS America’s biggest foreign creditor just became the FED’s problem. The Federal Reserve almost certainly cannot raise rates at the Sept 15–16 meeting. Treasury Secretary Scott Bessent has boxed the new chair in with two coordinated market operations that only work if the Fed stays on hold. First: Bessent is buying long-term Treasuries to cap long-end yields. The United States is already sitting on roughly $40 trillion of debt and does not have spare cash for that program. So Treasury funds the buybacks by issuing more short-term bills. If the Fed hikes, those new bills immediately reprice higher. The government would be paying a steeper rate on fresh short-term paper just to finance the long-bond purchases that were supposed to keep debt-service costs contained. That loop only holds if policy rates stay put. Second: Japan is the largest foreign holder of U.S. Treasuries, about $1.1 trillion. Japanese domestic yields have been rising, making JGBs more competitive with Treasuries. A disorderly yen slide raises the risk that Tokyo sells U.S. paper to defend its currency or reallocate. Bessent used Exchange Stabilization Fund euros to buy yen in a rare joint intervention with Japan… not to be generous, but to reduce the odds Japan dumps Treasuries and drives U.S. long yields higher. The calendar is the detonator. The Fed meets Sept 15–16. The Bank of Japan meets Sept 17–18. Bessent just met BOJ Governor Ueda and pressed for “decisive” monetary steps to correct yen undervaluation. If the Fed hikes two days before Japan’s meeting, the BOJ is under pressure to follow or the yen weakens again and the intervention is wasted. If both hike, the rate differential that Bessent tried to stabilize collapses, carry positions unwind, and the incentive for Japan to hold Treasuries deteriorates. That is the bind. Bessent’s long-bond buybacks require cheap short-term funding. His yen operation requires Japan not to sell Treasuries and not to be forced into a catch-up hike. A Fed increase in the next two weeks threatens both legs at once. The Fed’s next decision is no longer just a domestic inflation call. It is whether Bessent’s Treasury-Japan construction holds or whether the world’s two largest government-bond markets start pulling against each other. IF THE FED HIKES BEFORE JAPAN, BESSENT’S ENTIRE BOND STRATEGY COLLAPSES

Stern Drew

118,227 次观看 • 23 天前

JUST IN: 🇺🇸 FED Chair Kevin Warsh just said he will support a rate hike if inflation comes in higher than expected The next core CPI inflation data will be released on Wednesday August 12 Odds for a 25 bps interest rate hike have just risen above 56.9% This is not good for markets...

JUST IN: 🇺🇸 FED Chair Kevin Warsh just said he will support a rate hike if inflation comes in higher than expected The next core CPI inflation data will be released on Wednesday August 12 Odds for a 25 bps interest rate hike have just risen above 56.9% This is not good for markets...

ᴛʀᴀᴄᴇʀ

74,429 次观看 • 1 个月前

President Donald Trump says he rates the U.S. performance in the war with Iran a “15” out of 10. “Somebody said, ‘On a scale of 10, where would you rate it? I said about a 15.” “If we didn’t do it first, they would have done it to Israel and give us a shot, if that was possible.” “We’re in a very strong position now… Everybody that seems to want to be a leader ends up dead.” He added the war may cause a “little interlude” in falling prices and market gains.

President Donald Trump says he rates the U.S. performance in the war with Iran a “15” out of 10. “Somebody said, ‘On a scale of 10, where would you rate it? I said about a 15.” “If we didn’t do it first, they would have done it to Israel and give us a shot, if that was possible.” “We’re in a very strong position now… Everybody that seems to want to be a leader ends up dead.” He added the war may cause a “little interlude” in falling prices and market gains.

Mossad Commentary

26,762 次观看 • 6 个月前

🚨WARNING: SOMETHING EXTREMELY BAD JUST HAPPENED! FED projected to hike interest rates by 25 BPS in October. And if you think this has no impact on global markets... Just months ago, 2026 was supposed to be the year of RATE CUTS. Now the market is preparing for another HIKE. And somehow, stocks are still sitting near the ATH. Something doesn’t add up: - Oil is above $100. - Diesel prices are near record ATH. - Inflation is still sticky. - Rates are already restrictive. And now the market thinks the Fed could tighten AGAIN. So why hasn’t the market broken yet? Because one thing is still keeping it alive: THE AI BOOM. And this is where almost everyone is getting it wrong. AI isn’t just pushing stocks higher. IT IS GIVING THE FED ROOM TO STAY AGGRESSIVE. Massive AI spending keeps growth alive while a handful of mega-cap stocks continue carrying the indexes. As long as that continues, the Fed has less reason to back off. That creates a dangerous setup: AI boom → growth stays strong → inflation stays sticky → Fed keeps rates higher → another hike becomes possible. Now add: $100+ oil → higher energy costs → more inflation pressure → even less room for cuts. October or December doesn’t matter. The bigger picture does. Months ago: RATE CUTS. Now: NO CUTS → HIKE → POSSIBLY ANOTHER HIKE. The market can survive this while AI keeps carrying it. The real problem starts when AI stops. If those stocks finally crack while rates are still rising and inflation is still hot, the market loses the ONE thing absorbing all that pressure. Then it gets ugly fast: AI cracks → indexes fall → liquidity disappears → forced selling begins. And once forced selling starts, funds don’t sell what they WANT. They sell what they CAN. - Stocks. - Metals. - Bitcoin. That’s the part most people are not prepared for. And that’s exactly where the next real buying opportunity appears. I’m not afraid of the dump. I’M WAITING FOR IT. I’ve been trading markets for 15+ years. When the liquidation starts and I see the level actually worth buying, I’ll post it here like I always do. Turn notifications on. You’ll want this chart later.

🚨WARNING: SOMETHING EXTREMELY BAD JUST HAPPENED! FED projected to hike interest rates by 25 BPS in October. And if you think this has no impact on global markets... Just months ago, 2026 was supposed to be the year of RATE CUTS. Now the market is preparing for another HIKE. And somehow, stocks are still sitting near the ATH. Something doesn’t add up: - Oil is above $100. - Diesel prices are near record ATH. - Inflation is still sticky. - Rates are already restrictive. And now the market thinks the Fed could tighten AGAIN. So why hasn’t the market broken yet? Because one thing is still keeping it alive: THE AI BOOM. And this is where almost everyone is getting it wrong. AI isn’t just pushing stocks higher. IT IS GIVING THE FED ROOM TO STAY AGGRESSIVE. Massive AI spending keeps growth alive while a handful of mega-cap stocks continue carrying the indexes. As long as that continues, the Fed has less reason to back off. That creates a dangerous setup: AI boom → growth stays strong → inflation stays sticky → Fed keeps rates higher → another hike becomes possible. Now add: $100+ oil → higher energy costs → more inflation pressure → even less room for cuts. October or December doesn’t matter. The bigger picture does. Months ago: RATE CUTS. Now: NO CUTS → HIKE → POSSIBLY ANOTHER HIKE. The market can survive this while AI keeps carrying it. The real problem starts when AI stops. If those stocks finally crack while rates are still rising and inflation is still hot, the market loses the ONE thing absorbing all that pressure. Then it gets ugly fast: AI cracks → indexes fall → liquidity disappears → forced selling begins. And once forced selling starts, funds don’t sell what they WANT. They sell what they CAN. - Stocks. - Metals. - Bitcoin. That’s the part most people are not prepared for. And that’s exactly where the next real buying opportunity appears. I’m not afraid of the dump. I’M WAITING FOR IT. I’ve been trading markets for 15+ years. When the liquidation starts and I see the level actually worth buying, I’ll post it here like I always do. Turn notifications on. You’ll want this chart later.

DANNY

63,617 次观看 • 7 天前

Q: Does the president believe the Fed should operate independently from him? LEAVITT: The president has made quite clear he thinks Jerome Powell is bad at his job Q: But does he believe in the independence of the Fed? LEAVITT: He has and he's said that many times

Q: Does the president believe the Fed should operate independently from him? LEAVITT: The president has made quite clear he thinks Jerome Powell is bad at his job Q: But does he believe in the independence of the Fed? LEAVITT: He has and he's said that many times

Aaron Rupar

65,995 次观看 • 8 个月前

seonghwa said if someone says “lets eat” and doesnt say a specific time, he takes the lead and sets it himself and san said this is one the people that he is most scared of IM CRYINGSKSGSJS

seonghwa said if someone says “lets eat” and doesnt say a specific time, he takes the lead and sets it himself and san said this is one the people that he is most scared of IM CRYINGSKSGSJS

alice • san month

22,554 次观看 • 2 个月前

🚨 WARNING: SOMETHING VERY BAD JUST STARTED The Fed is now projected to hike another 25 bps in October. Sit with that for a second. Months ago, 2026 was supposed to be the year of rate cuts. Now the market is bracing for another hike. And somehow stocks are still parked near all-time highs. None of this adds up: → Oil above $100. → Diesel near record highs. → Inflation still sticky. → Rates already restrictive. And now the Fed might tighten again. So why hasn't the market cracked yet? One thing is holding it up. The AI boom. And here's where almost everyone gets it wrong. AI isn't just pushing stocks higher. It's giving the Fed room to stay aggressive. Massive AI spending keeps growth alive while a handful of mega-caps carry the entire index. As long as that holds, the Fed has zero reason to back off. That's the trap: AI boom → growth stays strong → inflation stays sticky → Fed keeps rates high → another hike becomes possible. Now stack oil on top: $100+ crude → higher energy costs → more inflation pressure → even less room to cut. October or December, doesn't matter. The direction is what matters. Months ago it was cuts. Now it's no cuts, then a hike, then possibly another. The market survives all of this as long as AI keeps carrying it. The real problem starts when AI stops. If those names finally crack while rates are climbing and inflation is still hot, the market loses the one thing absorbing all that pressure. Then it moves fast: AI cracks → indexes fall → liquidity vanishes → forced selling starts. And once forced selling begins, funds don't sell what they want to sell. They sell what they can. Stocks. Metals. Bitcoin. Everything at once. That's the part nobody's prepared for. And that's exactly where the next real buying opportunity shows up. I'm not scared of the dump. I'm waiting for it. 15+ years trading, and the pattern never changes. When the liquidation hits and I see a level actually worth buying, I'll post it here like always. Turn notifications on. You'll want this chart later.

🚨 WARNING: SOMETHING VERY BAD JUST STARTED The Fed is now projected to hike another 25 bps in October. Sit with that for a second. Months ago, 2026 was supposed to be the year of rate cuts. Now the market is bracing for another hike. And somehow stocks are still parked near all-time highs. None of this adds up: → Oil above $100. → Diesel near record highs. → Inflation still sticky. → Rates already restrictive. And now the Fed might tighten again. So why hasn't the market cracked yet? One thing is holding it up. The AI boom. And here's where almost everyone gets it wrong. AI isn't just pushing stocks higher. It's giving the Fed room to stay aggressive. Massive AI spending keeps growth alive while a handful of mega-caps carry the entire index. As long as that holds, the Fed has zero reason to back off. That's the trap: AI boom → growth stays strong → inflation stays sticky → Fed keeps rates high → another hike becomes possible. Now stack oil on top: $100+ crude → higher energy costs → more inflation pressure → even less room to cut. October or December, doesn't matter. The direction is what matters. Months ago it was cuts. Now it's no cuts, then a hike, then possibly another. The market survives all of this as long as AI keeps carrying it. The real problem starts when AI stops. If those names finally crack while rates are climbing and inflation is still hot, the market loses the one thing absorbing all that pressure. Then it moves fast: AI cracks → indexes fall → liquidity vanishes → forced selling starts. And once forced selling begins, funds don't sell what they want to sell. They sell what they can. Stocks. Metals. Bitcoin. Everything at once. That's the part nobody's prepared for. And that's exactly where the next real buying opportunity shows up. I'm not scared of the dump. I'm waiting for it. 15+ years trading, and the pattern never changes. When the liquidation hits and I see a level actually worth buying, I'll post it here like always. Turn notifications on. You'll want this chart later.

Qmo

77,553 次观看 • 6 天前

🚨 SOMETHING VERY STRANGE IS HAPPENING Yesterday, the Fed hiked rates by 25 bps for the first time in 3 years. Today, stocks are rallying like nothing happened. Something doesn't add up: 16 of 18 Fed policymakers expect at least ONE MORE HIKE this year. Just 9 months ago, markets were pricing in 3 RATE CUTS for 2026. Oil is above $100. Diesel prices just hit RECORD HIGHS. And the Fed now expects 3.7% inflation in 2026. But the market still hasn’t broken. WHY? Because one thing is keeping it alive: THE AI BOOM. And this is where almost everyone is getting it wrong. AI is not just holding the market up. IT IS GIVING THE FED ROOM TO KEEP HIKING. Massive AI spending is keeping growth alive while a handful of mega-cap stocks keep the indexes near the highs. As long as that continues, the Fed has less reason to back off. That creates a dangerous setup: AI boom → stronger growth → sticky inflation → higher rates for longer Now add: $100+ oil → record diesel → higher costs across the economy → even less room for cuts October or December doesn’t matter. Nine months ago: 3 CUTS. Today: HIKE → ANOTHER HIKE. The market can survive that while AI keeps carrying it. The problem starts when AI stops. If those stocks finally crack while rates are still rising and energy inflation is still hot, the market loses the one thing absorbing all that pressure. Then it gets ugly fast: AI cracks → indexes fall → liquidity disappears → forced selling begins And once forced selling starts, funds don’t sell what they WANT. They sell what they CAN. Stocks. Metals. Bitcoin. That’s the part most people are not prepared for. And that’s exactly where the next real buying opportunity appears. I’m not afraid of the dump. I’M WAITING FOR IT. Remember, I’ve been trading markets for over 15 years. When the liquidation starts and I see the level worth buying, I’ll post 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.

🚨 SOMETHING VERY STRANGE IS HAPPENING Yesterday, the Fed hiked rates by 25 bps for the first time in 3 years. Today, stocks are rallying like nothing happened. Something doesn't add up: 16 of 18 Fed policymakers expect at least ONE MORE HIKE this year. Just 9 months ago, markets were pricing in 3 RATE CUTS for 2026. Oil is above $100. Diesel prices just hit RECORD HIGHS. And the Fed now expects 3.7% inflation in 2026. But the market still hasn’t broken. WHY? Because one thing is keeping it alive: THE AI BOOM. And this is where almost everyone is getting it wrong. AI is not just holding the market up. IT IS GIVING THE FED ROOM TO KEEP HIKING. Massive AI spending is keeping growth alive while a handful of mega-cap stocks keep the indexes near the highs. As long as that continues, the Fed has less reason to back off. That creates a dangerous setup: AI boom → stronger growth → sticky inflation → higher rates for longer Now add: $100+ oil → record diesel → higher costs across the economy → even less room for cuts October or December doesn’t matter. Nine months ago: 3 CUTS. Today: HIKE → ANOTHER HIKE. The market can survive that while AI keeps carrying it. The problem starts when AI stops. If those stocks finally crack while rates are still rising and energy inflation is still hot, the market loses the one thing absorbing all that pressure. Then it gets ugly fast: AI cracks → indexes fall → liquidity disappears → forced selling begins And once forced selling starts, funds don’t sell what they WANT. They sell what they CAN. Stocks. Metals. Bitcoin. That’s the part most people are not prepared for. And that’s exactly where the next real buying opportunity appears. I’m not afraid of the dump. I’M WAITING FOR IT. Remember, I’ve been trading markets for over 15 years. When the liquidation starts and I see the level worth buying, I’ll post 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 👁△

846,614 次观看 • 8 天前

🚨 JUST IN: President Trump REACTS to the Federal Reserve RAISING interest rates for the first time in THREE YEARS "We are 'carrying' almost every country in the World, and that cannot go on any longer." POTUS says he wants interest rates at 1% OR LESS. After today's hike, the federal funds rate is 3.75 - 4% "LOWER THE INTEREST RATES FOR THE UNITED STATES OF AMERICA, AND FAST! President DONALD J. TRUMP" The Fed made clear today that lowering interest rates anytime soon is VERY unlikely. Especially given the vote to raise them was UNANIMOUS. 7 of 7, including Chairman Warsh, voted to raise interest rates by a quarter point. Several of them have already indicated they want another rate hike this year.

🚨 JUST IN: President Trump REACTS to the Federal Reserve RAISING interest rates for the first time in THREE YEARS "We are 'carrying' almost every country in the World, and that cannot go on any longer." POTUS says he wants interest rates at 1% OR LESS. After today's hike, the federal funds rate is 3.75 - 4% "LOWER THE INTEREST RATES FOR THE UNITED STATES OF AMERICA, AND FAST! President DONALD J. TRUMP" The Fed made clear today that lowering interest rates anytime soon is VERY unlikely. Especially given the vote to raise them was UNANIMOUS. 7 of 7, including Chairman Warsh, voted to raise interest rates by a quarter point. Several of them have already indicated they want another rate hike this year.

Nick Sortor

203,800 次观看 • 9 天前

🚨TIME RUNNING OUT ON CLARITY ACT! Patrick Witt told Semafor next week’s Senate procedural vote on market structure may be the last real shot for years if it fails. He said talks are active, he is optimistic on Sept. 15, and senators should get on the bill so ethics, yields, and illicit-finance fights can be fixed by amendment. If Clarity dies, he said the SEC and CFTC will still push aggressive rulemaking.

🚨TIME RUNNING OUT ON CLARITY ACT! Patrick Witt told Semafor next week’s Senate procedural vote on market structure may be the last real shot for years if it fails. He said talks are active, he is optimistic on Sept. 15, and senators should get on the bill so ethics, yields, and illicit-finance fights can be fixed by amendment. If Clarity dies, he said the SEC and CFTC will still push aggressive rulemaking.

Crypto Banter

13,270 次观看 • 15 天前

I think the market is overpricing a Fed hike. Going in with 50% of a new $5K predictions portfolio, and may increase sizing if the odds for a hike spike more on Friday's CPI print. I won't claim claim to have much differentiated alpha here or to have a high degree of certainty, but when I see genuinley attractive odds, I like to go for them. We're in a trap here. If Warsh hikes and the US government can't afford the interest on debt that's 120% of GDP, the long end goes higher. If Warsh is dovish and inflation stays hot, the long end goes higher. The only logical course of action is to step up long end buybacks more and more aggressively because both scenarios end the same way? The cheapest fix is getting the short rate down so Bessent can fund more buybacks with cheap bills and If that still doesn't hold the long end, the Fed steps in and buys it directly. Now may not be the time to cut, but it's certainly not the time to hike. Don't forget Bessent and Warsh both worked for Druck with the same macro worldview, and Bessent pushed him for the job. Why would they not be working towards the same strategy?

I think the market is overpricing a Fed hike. Going in with 50% of a new $5K predictions portfolio, and may increase sizing if the odds for a hike spike more on Friday's CPI print. I won't claim claim to have much differentiated alpha here or to have a high degree of certainty, but when I see genuinley attractive odds, I like to go for them. We're in a trap here. If Warsh hikes and the US government can't afford the interest on debt that's 120% of GDP, the long end goes higher. If Warsh is dovish and inflation stays hot, the long end goes higher. The only logical course of action is to step up long end buybacks more and more aggressively because both scenarios end the same way? The cheapest fix is getting the short rate down so Bessent can fund more buybacks with cheap bills and If that still doesn't hold the long end, the Fed steps in and buys it directly. Now may not be the time to cut, but it's certainly not the time to hike. Don't forget Bessent and Warsh both worked for Druck with the same macro worldview, and Bessent pushed him for the job. Why would they not be working towards the same strategy?

Michael Sikand

86,157 次观看 • 15 天前

🚨 THE MARKET IS NOT READY FOR TODAY’S CPI REPORT August inflation data drops TODAY at 8:30 AM ET. Yesterday’s PPI showed producer prices rose 0.4% in August, up from 0.1% in July. Now, comes the consumer side: • Headline CPI: +0.4% MoM, +3.4% YoY • Core CPI: +0.2% MoM, +2.4% YoY Hot PPI doesn’t guarantee hot CPI. But an upside surprise would mean back-to-back inflation warnings, with markets pricing a 51% chance of a Fed hike next week (market Hot CPI = yields and the dollar jump, while tech likely gets hit. Cool CPI = rate-hike fears fade, and risk assets get room to rally. Sticky core CPI = the market stays trapped between weak growth and persistent inflation. With the Fed meeting next week, one surprise could reshape expectations for September’s decision. Limitless traders currently see just a 10% chance CPI comes in above 0.4%: Market: Only a 10% chance of an upside surprise. How expensive would being wrong be?

🚨 THE MARKET IS NOT READY FOR TODAY’S CPI REPORT August inflation data drops TODAY at 8:30 AM ET. Yesterday’s PPI showed producer prices rose 0.4% in August, up from 0.1% in July. Now, comes the consumer side: • Headline CPI: +0.4% MoM, +3.4% YoY • Core CPI: +0.2% MoM, +2.4% YoY Hot PPI doesn’t guarantee hot CPI. But an upside surprise would mean back-to-back inflation warnings, with markets pricing a 51% chance of a Fed hike next week (market Hot CPI = yields and the dollar jump, while tech likely gets hit. Cool CPI = rate-hike fears fade, and risk assets get room to rally. Sticky core CPI = the market stays trapped between weak growth and persistent inflation. With the Fed meeting next week, one surprise could reshape expectations for September’s decision. Limitless traders currently see just a 10% chance CPI comes in above 0.4%: Market: Only a 10% chance of an upside surprise. How expensive would being wrong be?

Limitless Finance

18,726 次观看 • 14 天前

BEYOND URGENT!! 💔💔💔💔💔 🚨 douglas is STILL at the shelter and can be euthanized at any moment without further notice. we don’t know if he was extended until 5 pm like some of the other dogs today. he needs an immediate exit NOW before it’s too late 💔 VIDEO JUST TAKEN!! please contact the shelter immediately if you can save his life and keep sharing/networking for him urgently. 🚨 DOUGLAS SCHEDULED FOR EUTHANASIA TODAY MAY 15 🚨 douglas came into ARC shelter on 4/18/26 after being found already microchipped, though sadly his owner did not come to reclaim him. since then, he has been sitting in the shelter waiting for someone to notice him again, to choose him again, to give him a place where he doesn’t have to wait behind kennel bars anymore. in the kennel, douglas is described as kennel stressed and declining, with barrier reactivity when people approach. it’s the kind of response that often builds up in a confined environment where excitement, frustration, and stress have nowhere to go. but once he’s outside of that kennel space, the notes shift in a very important way, he is people friendly. he can connect. he can engage. he shows that there is still a social, receptive dog underneath the stress of the kennel. he is a dog who needs understanding more than judgment, and space more than pressure. a dog who is still there when the kennel door opens, even if the kennel itself has made things harder for him. douglas is still waiting. today, may 13 at 5pm, douglas is scheduled for euthanasia at ARC shelter, california, if no one steps up for him. he is a german shepherd, tan and black, neutered male, 2 years old. #a008021 IMPORTANT: If you have any interest at all, please reach out to them now! That call could save his life! ARC OF THE INLAND EMPIRE 1630 Shearwater Street, Ontario, CA 91761 Phone: (909) 321-1080 info@arcinlandempire.org Rescue@arcinlandempire.org

BEYOND URGENT!! 💔💔💔💔💔 🚨 douglas is STILL at the shelter and can be euthanized at any moment without further notice. we don’t know if he was extended until 5 pm like some of the other dogs today. he needs an immediate exit NOW before it’s too late 💔 VIDEO JUST TAKEN!! please contact the shelter immediately if you can save his life and keep sharing/networking for him urgently. 🚨 DOUGLAS SCHEDULED FOR EUTHANASIA TODAY MAY 15 🚨 douglas came into ARC shelter on 4/18/26 after being found already microchipped, though sadly his owner did not come to reclaim him. since then, he has been sitting in the shelter waiting for someone to notice him again, to choose him again, to give him a place where he doesn’t have to wait behind kennel bars anymore. in the kennel, douglas is described as kennel stressed and declining, with barrier reactivity when people approach. it’s the kind of response that often builds up in a confined environment where excitement, frustration, and stress have nowhere to go. but once he’s outside of that kennel space, the notes shift in a very important way, he is people friendly. he can connect. he can engage. he shows that there is still a social, receptive dog underneath the stress of the kennel. he is a dog who needs understanding more than judgment, and space more than pressure. a dog who is still there when the kennel door opens, even if the kennel itself has made things harder for him. douglas is still waiting. today, may 13 at 5pm, douglas is scheduled for euthanasia at ARC shelter, california, if no one steps up for him. he is a german shepherd, tan and black, neutered male, 2 years old. #a008021 IMPORTANT: If you have any interest at all, please reach out to them now! That call could save his life! ARC OF THE INLAND EMPIRE 1630 Shearwater Street, Ontario, CA 91761 Phone: (909) 321-1080 [email protected] [email protected]

Fionaismybitch

16,489 次观看 • 4 个月前

🚨ROHIT SHARMA WILL STILL FIND IT TOUGH TO FEATURE IN THE WC - SANJAY MANJREKAR🤯 Sanjay Manjrekar said :🗣️ "Rohit Sharma may have scored a big hundred at Lord's but I still feel that one or two failures here & there, the outside noise will be loud & clear again. He is in that phase of his career where you can't afford to fail, there will be questions raised all the time. There is still plenty of time left for the 2027 World cup, so it is looking tough for him to feature in the World cup. He has to perform on regular basis which is looking highly unlikely at the moment".

🚨ROHIT SHARMA WILL STILL FIND IT TOUGH TO FEATURE IN THE WC - SANJAY MANJREKAR🤯 Sanjay Manjrekar said :🗣️ "Rohit Sharma may have scored a big hundred at Lord's but I still feel that one or two failures here & there, the outside noise will be loud & clear again. He is in that phase of his career where you can't afford to fail, there will be questions raised all the time. There is still plenty of time left for the 2027 World cup, so it is looking tough for him to feature in the World cup. He has to perform on regular basis which is looking highly unlikely at the moment".

Akshat

103,236 次观看 • 2 个月前

XRP’s $20 Dream Is Back $XRP could rally toward $5 if it reaches the upper boundary of its current channel, Korean analyst Ninedex says. He added that a much larger move toward $20 is possible only if XRP repeats a breakout pattern similar to 2018. The analyst believes XRP still holds critical long term support despite the recent market pullback.

XRP’s $20 Dream Is Back $XRP could rally toward $5 if it reaches the upper boundary of its current channel, Korean analyst Ninedex says. He added that a much larger move toward $20 is possible only if XRP repeats a breakout pattern similar to 2018. The analyst believes XRP still holds critical long term support despite the recent market pullback.

BSCN

70,062 次观看 • 4 个月前