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"Warsh cuts rates, Warsh shrinks the balance sheet, then changes the regulations for banks so banks can buy more treasuries without reducing lending to Main Street. That's the Jedi mind trick. These are not the droids you're looking for." - Luke Gromen

TFTC

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74,673 просмотров • 2 месяцев назад •via X (Twitter)

Новости и политика Финансы

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BREAKING: The new Fed Chair just signaled a major shift. Kevin Warsh says QE is fueling inflation. The Fed's massive balance sheet is part of the problem. "The Fed should exit markets outside of crises." This is not Powell talking. This is a completely different philosophy. Powell printed. Warsh wants to stop. Powell expanded the balance sheet. Warsh wants to shrink it. $6,700,000,000,000 in Fed assets. Warsh just told you that number needs to come down. - Less liquidity. - Higher rates for longer. - Risk assets reprice. The market has been betting on easy money. The new Fed Chair just bet against it. Everything changes on today.

BREAKING: The new Fed Chair just signaled a major shift. Kevin Warsh says QE is fueling inflation. The Fed's massive balance sheet is part of the problem. "The Fed should exit markets outside of crises." This is not Powell talking. This is a completely different philosophy. Powell printed. Warsh wants to stop. Powell expanded the balance sheet. Warsh wants to shrink it. $6,700,000,000,000 in Fed assets. Warsh just told you that number needs to come down. - Less liquidity. - Higher rates for longer. - Risk assets reprice. The market has been betting on easy money. The new Fed Chair just bet against it. Everything changes on today.

Crypto Tice

968,601 просмотров • 3 месяцев назад

"Do you want stablecoins to buy treasuries or do you want banks to buy treasuries? Because right now two different hands in the same administration are working at cross purposes." - Luke Gromen Says paying interest on stablecoins could trigger bank runs.

"Do you want stablecoins to buy treasuries or do you want banks to buy treasuries? Because right now two different hands in the same administration are working at cross purposes." - Luke Gromen Says paying interest on stablecoins could trigger bank runs.

TFTC

11,590 просмотров • 2 месяцев назад

There’s a reason that larger banks, not community banks, are the ones who lobby the most for onerous banking regulations: it’s a barrier to competition.

There’s a reason that larger banks, not community banks, are the ones who lobby the most for onerous banking regulations: it’s a barrier to competition.

Vivek Ramaswamy

605,069 просмотров • 1 год назад

WATCH: Chairman French Hill questions Treasury Secretary Scott Bessent on the importance of community banks, to which the Secretary responded: “It’s Main Street’s turn, and essential for Main Street’s having its turn are the small and community banks. And I would note that, thanks to onerous regulation, and as you and I both say, community and small banks became too small to succeed. Tragically, more than 50% of community banks have disappeared since the great financial crisis. Not during, since, there have been virtually no de novo banks created, whereas before the GFC there were more than 50 per year. And small and community banks not only are the anchor for community-based lending, but they provide the bulk of the lending for agriculture, for small real estate loans, and for small business loans. So, a thriving community bank infrastructure and ecosystem is essential.” 📺⬇️

WATCH: Chairman French Hill questions Treasury Secretary Scott Bessent on the importance of community banks, to which the Secretary responded: “It’s Main Street’s turn, and essential for Main Street’s having its turn are the small and community banks. And I would note that, thanks to onerous regulation, and as you and I both say, community and small banks became too small to succeed. Tragically, more than 50% of community banks have disappeared since the great financial crisis. Not during, since, there have been virtually no de novo banks created, whereas before the GFC there were more than 50 per year. And small and community banks not only are the anchor for community-based lending, but they provide the bulk of the lending for agriculture, for small real estate loans, and for small business loans. So, a thriving community bank infrastructure and ecosystem is essential.” 📺⬇️

Financial Services GOP

97,738 просмотров • 6 месяцев назад

THIS is what we voted for ‼️ Benny Johnson says Treasury Secretary Scott Bessent “spoke to the banks just yesterday — giving a talk to all of the large American banks — and he said your days are over. You had a great run. Now it's time for Main Street” “The balls on this guy. To stare down the banks — To stare down the banks and say, this administration is not about you. We ran for the working man and now it's time to serve them” “Like we're done with Wall Street. Now it's time for Main Street”

THIS is what we voted for ‼️ Benny Johnson says Treasury Secretary Scott Bessent “spoke to the banks just yesterday — giving a talk to all of the large American banks — and he said your days are over. You had a great run. Now it's time for Main Street” “The balls on this guy. To stare down the banks — To stare down the banks and say, this administration is not about you. We ran for the working man and now it's time to serve them” “Like we're done with Wall Street. Now it's time for Main Street”

Wall Street Apes

244,664 просмотров • 1 год назад

Supposedly, the Fed exists to support a stable economy. Meanwhile, five banks collected $188 billion in interest from the Fed, and every dollar came from taxpayers. Why are banks being rewarded by an institution in our government for parking cash instead of lending it? My bill stops these interest payments and audits the system. I have two bills for this: one to audit the Fed and another to end the Fed’s big bank bailout. This money ought to go back to Main Street, not Wall Street.

Supposedly, the Fed exists to support a stable economy. Meanwhile, five banks collected $188 billion in interest from the Fed, and every dollar came from taxpayers. Why are banks being rewarded by an institution in our government for parking cash instead of lending it? My bill stops these interest payments and audits the system. I have two bills for this: one to audit the Fed and another to end the Fed’s big bank bailout. This money ought to go back to Main Street, not Wall Street.

Senator Rand Paul

172,898 просмотров • 9 месяцев назад

KEVIN WARSH IS ANOTHER REASON BEHIND THIS MARKET CRASH. Yesterday’s sell off began when the probability of Kevin Warsh becoming the next Fed Chair surged sharply. , This reaction was due to Kevin Warsh’s policy record. Kevin Warsh is not a new name. He served on the Federal Reserve Board from 2006 to 2011 and played a role during the 2008 crisis. Since leaving the Fed, he has been one of the most vocal critics of how monetary policy was handled after that period. He has repeatedly argued that QE inflated asset prices, increased inequality, and mainly benefited financial markets rather than the real economy. He has described QE as a REVERSE ROBIN HOOD policy. He has also said the post 2020 inflation surge was a policy mistake, not an unavoidable outcome. That tells markets he is less tolerant of prolonged ultra easy policy. While Warsh now supports cutting interest rates, his framework is different from what markets are used to. He has opposed for rate cuts combined with balance sheet reduction, not open ended liquidity. This is a big issue. Markets are pricing the risk that rates may come down, but liquidity may not expand the way it has in previous cycles. That combination is not friendly for highly leveraged trades, stretched equity valuations, or liquidity driven rallies. In simple terms: • Trump wants lower rates • Warsh wants tighter balance sheet discipline • Markets fear rate cuts without QE The era of QE is no longer guaranteed. And markets are finally starting to price that reality.

KEVIN WARSH IS ANOTHER REASON BEHIND THIS MARKET CRASH. Yesterday’s sell off began when the probability of Kevin Warsh becoming the next Fed Chair surged sharply. , This reaction was due to Kevin Warsh’s policy record. Kevin Warsh is not a new name. He served on the Federal Reserve Board from 2006 to 2011 and played a role during the 2008 crisis. Since leaving the Fed, he has been one of the most vocal critics of how monetary policy was handled after that period. He has repeatedly argued that QE inflated asset prices, increased inequality, and mainly benefited financial markets rather than the real economy. He has described QE as a REVERSE ROBIN HOOD policy. He has also said the post 2020 inflation surge was a policy mistake, not an unavoidable outcome. That tells markets he is less tolerant of prolonged ultra easy policy. While Warsh now supports cutting interest rates, his framework is different from what markets are used to. He has opposed for rate cuts combined with balance sheet reduction, not open ended liquidity. This is a big issue. Markets are pricing the risk that rates may come down, but liquidity may not expand the way it has in previous cycles. That combination is not friendly for highly leveraged trades, stretched equity valuations, or liquidity driven rallies. In simple terms: • Trump wants lower rates • Warsh wants tighter balance sheet discipline • Markets fear rate cuts without QE The era of QE is no longer guaranteed. And markets are finally starting to price that reality.

Bull Theory

424,118 просмотров • 6 месяцев назад

🚨NEW EPISODE🚨 with Luke Gromen - founder of Forest For The Trees: - equities "extremely complacent" to sovereign debt risks - US, UK, Fr, Ger, Jap - "all going to break" - be un-levered, own gold, & be ready to buy the dip because... - Warsh WILL bend knee to Treasury mkt

🚨NEW EPISODE🚨 with Luke Gromen - founder of Forest For The Trees: - equities "extremely complacent" to sovereign debt risks - US, UK, Fr, Ger, Jap - "all going to break" - be un-levered, own gold, & be ready to buy the dip because... - Warsh WILL bend knee to Treasury mkt

Wilfred Frost

76,422 просмотров • 11 дней назад

UNREAL: 🇺🇸 $500,000,000,000 wiped from U.S. markets. In 90 minutes. One man. One statement. Kevin Warsh. Half a trillion dollars. Gone before lunch. This is the market telling you how fragile everything is right now. Kevin Warsh didn't crash the market. The market was already waiting to crash. Iran closed Hormuz. China dumped ¥910 billion in Treasuries. Japan about to hike rates for the first time in 31 years. Now Warsh. One statement was all it needed. This is not one crisis. This is four crises arriving at the same time. Are you positioned for what comes next?

UNREAL: 🇺🇸 $500,000,000,000 wiped from U.S. markets. In 90 minutes. One man. One statement. Kevin Warsh. Half a trillion dollars. Gone before lunch. This is the market telling you how fragile everything is right now. Kevin Warsh didn't crash the market. The market was already waiting to crash. Iran closed Hormuz. China dumped ¥910 billion in Treasuries. Japan about to hike rates for the first time in 31 years. Now Warsh. One statement was all it needed. This is not one crisis. This is four crises arriving at the same time. Are you positioned for what comes next?

Merlijn The Trader

106,241 просмотров • 3 месяцев назад

Friday's 26% crash in silver and 9% drop in gold has everyone asking if the debasement trade is dead. It's not even close. The selling continued today. Gold fell to $4,544. Silver dropped to $76. Total damage from Thursday's highs: Gold down about $1,060 (≈19%) from $5,608. Silver down about 37% from $121. The algorithms sold on a name: Kevin Warsh. Wall Street's narrative was simple. Warsh is a "lifetime hawk." Hawks raise rates. Hawks defend the dollar. Hawks kill gold. But did anyone actually listen to what Warsh has been saying? In his Fox News interview with Larry Kudlow - the one that likely got him the job - Warsh said this: "Why can't we take the target rate from 4 to 2? So we can lower interest rates a lot, and in so doing, get 30-year fixed-rate mortgages so they're affordable." Read that again. The "hawk" wants to slash rates by 200 basis points into a "booming" economy. That's not hawkish. That's pouring gasoline on a bonfire. He also said the Fed needs to "take their balance sheet down and redeploy that money to Main Street." Mechanically, that's incoherent. äYou can't shrink the balance sheet AND redirect that money. The money gets destroyed in quantitative tightening. The bond market noticed the contradiction. The 2-year Treasury yield FELL after the Warsh announcement. If traders believed he'd be hawkish, yields would have RISEN. Instead, futures priced in MORE rate cuts. The bond market thinks Warsh will cut aggressively. And why wouldn't he? He just watched the DOJ serve Powell with grand jury subpoenas. Criminal investigation. All because Powell wouldn't cut rates fast enough. Warsh's worst nightmare is Trump turning on him the same way. More rate cuts + sticky inflation = the debasement trade accelerating, not ending Now let's put the carnage in perspective: Silver's crash - the worst since 1980 - took prices back to mid-January. Gold's plunge? Back to January 22nd. Ten days of gains. The rally was so extreme that this bone-jarring drop barely scratched the surface. The structural accelerants are everywhere. China suspended trading on five commodity funds. The premium on one silver fund had hit 60% over NAV. The CME hiked gold margins to 8% and silver to 15% - effective today. When the exchange demands more collateral, forced selling begins. This was leverage unwinding. Hot money getting flushed. Tourists carried out on stretchers. The structural case hasn't changed. The US borrowed $602 billion in just the first three months of fiscal 2026. $7 billion per day. Interest on the debt hit $1.2 trillion annually. Central banks see what's coming. Global official gold reserves now exceed foreign holdings of Treasuries for the first time since the 1990s. The debasement trade isn't about who chairs the Fed. IT'S ABOUT MATH And if Warsh actually executes the plan he outlined on Fox News - slashing rates to 2% - gold at $4,500 is going to look like the bargain of the century. But don't rush to buy the dip. The metals got way overbought. Recent momentum buyers who piled in with leverage may still be forced to puke. No telling how far down this goes. Let the market tell you where the bottom is. Then buy. And when you do - favor the equities over the metals. The miners have lagged badly and offer better risk/reward from here.

Friday's 26% crash in silver and 9% drop in gold has everyone asking if the debasement trade is dead. It's not even close. The selling continued today. Gold fell to $4,544. Silver dropped to $76. Total damage from Thursday's highs: Gold down about $1,060 (≈19%) from $5,608. Silver down about 37% from $121. The algorithms sold on a name: Kevin Warsh. Wall Street's narrative was simple. Warsh is a "lifetime hawk." Hawks raise rates. Hawks defend the dollar. Hawks kill gold. But did anyone actually listen to what Warsh has been saying? In his Fox News interview with Larry Kudlow - the one that likely got him the job - Warsh said this: "Why can't we take the target rate from 4 to 2? So we can lower interest rates a lot, and in so doing, get 30-year fixed-rate mortgages so they're affordable." Read that again. The "hawk" wants to slash rates by 200 basis points into a "booming" economy. That's not hawkish. That's pouring gasoline on a bonfire. He also said the Fed needs to "take their balance sheet down and redeploy that money to Main Street." Mechanically, that's incoherent. äYou can't shrink the balance sheet AND redirect that money. The money gets destroyed in quantitative tightening. The bond market noticed the contradiction. The 2-year Treasury yield FELL after the Warsh announcement. If traders believed he'd be hawkish, yields would have RISEN. Instead, futures priced in MORE rate cuts. The bond market thinks Warsh will cut aggressively. And why wouldn't he? He just watched the DOJ serve Powell with grand jury subpoenas. Criminal investigation. All because Powell wouldn't cut rates fast enough. Warsh's worst nightmare is Trump turning on him the same way. More rate cuts + sticky inflation = the debasement trade accelerating, not ending Now let's put the carnage in perspective: Silver's crash - the worst since 1980 - took prices back to mid-January. Gold's plunge? Back to January 22nd. Ten days of gains. The rally was so extreme that this bone-jarring drop barely scratched the surface. The structural accelerants are everywhere. China suspended trading on five commodity funds. The premium on one silver fund had hit 60% over NAV. The CME hiked gold margins to 8% and silver to 15% - effective today. When the exchange demands more collateral, forced selling begins. This was leverage unwinding. Hot money getting flushed. Tourists carried out on stretchers. The structural case hasn't changed. The US borrowed $602 billion in just the first three months of fiscal 2026. $7 billion per day. Interest on the debt hit $1.2 trillion annually. Central banks see what's coming. Global official gold reserves now exceed foreign holdings of Treasuries for the first time since the 1990s. The debasement trade isn't about who chairs the Fed. IT'S ABOUT MATH And if Warsh actually executes the plan he outlined on Fox News - slashing rates to 2% - gold at $4,500 is going to look like the bargain of the century. But don't rush to buy the dip. The metals got way overbought. Recent momentum buyers who piled in with leverage may still be forced to puke. No telling how far down this goes. Let the market tell you where the bottom is. Then buy. And when you do - favor the equities over the metals. The miners have lagged badly and offer better risk/reward from here.

George Noble

409,042 просмотров • 6 месяцев назад

BREAKING: Ray Dalio just sent a warning to Kevin Warsh. "You wouldn't cut rates now." "You would lose your credibility." The man who built the world's largest hedge fund. Telling the incoming Fed Chair exactly what he cannot do. > No early cuts. > No political pressure. > No bowing to Trump. The market has been pricing in rate cuts for months. Dalio just said that trade is wrong. Higher for longer. Whether the market likes it or not. Whether Trump likes it or not. The Fed's credibility is worth more than one rate cut. And Ray Dalio just made sure Warsh knows it.

BREAKING: Ray Dalio just sent a warning to Kevin Warsh. "You wouldn't cut rates now." "You would lose your credibility." The man who built the world's largest hedge fund. Telling the incoming Fed Chair exactly what he cannot do. > No early cuts. > No political pressure. > No bowing to Trump. The market has been pricing in rate cuts for months. Dalio just said that trade is wrong. Higher for longer. Whether the market likes it or not. Whether Trump likes it or not. The Fed's credibility is worth more than one rate cut. And Ray Dalio just made sure Warsh knows it.

Crypto Tice

59,080 просмотров • 3 месяцев назад

$The US dollar fractal I posted a year ago is playing out almost identically as the US dollar continues to fall. And now the Fed just did a rate check with major banks, as they prepare to sell dollars and buy yen. Dollar will get even weaker. Meanwhile, Trump is publicly calling for lower rates. $2,000 stimulus checks are being floated. The balance sheet is finally expanding after years of QT... These are not the ingredients for a crypto bear market as crypto assets sit oversold, in my opinion.$

The US dollar fractal I posted a year ago is playing out almost identically as the US dollar continues to fall. And now the Fed just did a rate check with major banks, as they prepare to sell dollars and buy yen. Dollar will get even weaker. Meanwhile, Trump is publicly calling for lower rates. $2,000 stimulus checks are being floated. The balance sheet is finally expanding after years of QT... These are not the ingredients for a crypto bear market as crypto assets sit oversold, in my opinion.

Dan Gambardello

35,635 просмотров • 6 месяцев назад

The story isn’t “money printer go brr" anymore. Lyn Alden calls it “the gradual print”: “We are away from… fed balance sheet reduction.” instead “we have shifted toward gradual fed balance sheet increases.” “I tend to take the under those that are calling for calling for like major printing… those aren’t in my base case.” How to Survive The Gradual Print Era — Fed Chair Warsh, Gold & Bitcoin w/ Lyn Alden🎬 Out on Mon Feb 16 📆

The story isn’t “money printer go brr" anymore. Lyn Alden calls it “the gradual print”: “We are away from… fed balance sheet reduction.” instead “we have shifted toward gradual fed balance sheet increases.” “I tend to take the under those that are calling for calling for like major printing… those aren’t in my base case.” How to Survive The Gradual Print Era — Fed Chair Warsh, Gold & Bitcoin w/ Lyn Alden🎬 Out on Mon Feb 16 📆

Bankless

25,909 просмотров • 6 месяцев назад

🇮🇷🇨🇳The clock is running out, and not for Iran. Luke Gromen broke down how U.S. sanctions lose their bite when Beijing holds the lifeline for the Iranian regime. "If China supports Iran, Iran has more time than we do." America's bond market can't afford the war to go on. Iran can. Luke Gromen

🇮🇷🇨🇳The clock is running out, and not for Iran. Luke Gromen broke down how U.S. sanctions lose their bite when Beijing holds the lifeline for the Iranian regime. "If China supports Iran, Iran has more time than we do." America's bond market can't afford the war to go on. Iran can. Luke Gromen

Mario Nawfal

54,207 просмотров • 3 месяцев назад

We are vindicated. Banks have not been a friend to the Namibian society so far. Instead Banks have been a source of anguish and frustration for the majority of our people. They have now become more powerful than our Government.

We are vindicated. Banks have not been a friend to the Namibian society so far. Instead Banks have been a source of anguish and frustration for the majority of our people. They have now become more powerful than our Government.

Lt Kadhila Amoomo

12,277 просмотров • 10 месяцев назад

Banks are raking in billions while the communities around them suffer cuts and underfunded public services. Not long ago tax payers had to stump up tens of billions to bail out irresponsible banks. It’s time for the super-rich and the biggest businesses to pay their fair share.

Banks are raking in billions while the communities around them suffer cuts and underfunded public services. Not long ago tax payers had to stump up tens of billions to bail out irresponsible banks. It’s time for the super-rich and the biggest businesses to pay their fair share.

Scottish Greens

52,109 просмотров • 3 месяцев назад

💥BOOM! 🚨IT'S OFFICIAL: THE FEDERAL RESERVE WILL BE INDEPENDENT! 🇺🇸 Sen. Tim Scott on Kevin Warsh: “It's great news for the American people. We are FINALLY gonna have a Fed that's INDEPENDENT, focusing more on interest rates than they are on politics and climate change.”

💥BOOM! 🚨IT'S OFFICIAL: THE FEDERAL RESERVE WILL BE INDEPENDENT! 🇺🇸 Sen. Tim Scott on Kevin Warsh: “It's great news for the American people. We are FINALLY gonna have a Fed that's INDEPENDENT, focusing more on interest rates than they are on politics and climate change.”

JackTheRippler ©️

212,594 просмотров • 3 месяцев назад

🚨 BREAKING: Kevin Warsh is the pick for Fed Chair. Markets are dumping. I’m skeptical too. But here is the actual signal hidden in the noise: 1: This is a Bessent Play: The goal is to rebuild the Fed’s shattered legitimacy. 2: The "Guardian Angel" is Dead: Since 2008, the Fed has bailed out markets at the first sign of trouble. Warsh hates this. He believes in "true" markets, which means allowing pain and corrections. 3: The Collision Course: Trump wants low rates to fund US dominance. Warsh fears "Fiscal Dominance", where the Fed prints money just to keep the Treasury afloat. So what happens next? Likely informal coordination behind closed doors. But make no mistake: if inflation rips, Warsh will hike rates regardless of what the White House wants. Btw, If you want to buy every market bottom and sell every top, you need to follow NoLimit now. His calls are ALWAYS accurate. Many people will wish they followed him sooner.

🚨 BREAKING: Kevin Warsh is the pick for Fed Chair. Markets are dumping. I’m skeptical too. But here is the actual signal hidden in the noise: 1: This is a Bessent Play: The goal is to rebuild the Fed’s shattered legitimacy. 2: The "Guardian Angel" is Dead: Since 2008, the Fed has bailed out markets at the first sign of trouble. Warsh hates this. He believes in "true" markets, which means allowing pain and corrections. 3: The Collision Course: Trump wants low rates to fund US dominance. Warsh fears "Fiscal Dominance", where the Fed prints money just to keep the Treasury afloat. So what happens next? Likely informal coordination behind closed doors. But make no mistake: if inflation rips, Warsh will hike rates regardless of what the White House wants. Btw, If you want to buy every market bottom and sell every top, you need to follow NoLimit now. His calls are ALWAYS accurate. Many people will wish they followed him sooner.

The Unknown Millionaire

21,500 просмотров • 6 месяцев назад