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When asked if Fed rate cuts might signal economic weakness, Tom Lee responded: "The Fed would be cutting for the right reasons, which is as they look at the next 12 months, the tariff inflation impacts are fading, but there's risk on the job market.” Lee expects a December... rate cut. But he pushes back on concerns that cuts mean economic trouble. Instead, he says the Fed is acting ahead of time. • Jobless claims are stable • The labor market is holding fine • September's jobs report showed recovery • Tariff-driven inflation pressures are fading over the next 12 months. The Fed wants to stop things from getting worse. Cutting rates would give them room to ease without bringing back price pressures. Lee points out a key fact: "real rates are tightening if they don't cut." Without action, money policy would become more tight. This could hurt economic growth.show more

Felix Prehn 🐶

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The market has spoken: the Fed IS going to cut rates next week. That's also the bad news. For all the noise from various Fed creatures talking up tariff inflation, in the end what actually matters is the real economics of the labor market. There are too many warning signs coming from all over the place. Even the Fed's Beige Book for November was filled with references to worries over layoffs - and almost none about inflation. IOW, KC's Schmid (rate cut dissenter) has even LESS to stand on now than he did when he was all over the mainstream financial media last month. The Fed is cutting next week. Done deal. What follows after that....

The market has spoken: the Fed IS going to cut rates next week. That's also the bad news. For all the noise from various Fed creatures talking up tariff inflation, in the end what actually matters is the real economics of the labor market. There are too many warning signs coming from all over the place. Even the Fed's Beige Book for November was filled with references to worries over layoffs - and almost none about inflation. IOW, KC's Schmid (rate cut dissenter) has even LESS to stand on now than he did when he was all over the mainstream financial media last month. The Fed is cutting next week. Done deal. What follows after that....

Jeffrey P. Snider

29,719 Aufrufe • vor 7 Monaten

One of the most ridiculous "theories" about the current risk selloff especially Bitcoin and crypto is that the market is having a tantrum KC Jeff at the Fed won't let the FOMC cut rates in December. Delaying a quarter-point cut to the fed funds rate by a few months is responsible for BTC down by 33%? It's beyond stupid. But in the absence of knowledge and understanding, the mainstream goes full Pavlov, defaulting to the Fed. Fed. Fed. Fed Fed is irrelevant. They're rate cuts react to problems, which is why they're going to be cutting no matter how much Schmid protests (see: every market that matters). What's going on with Bitcoin has almost nothing to do with Bitcoin - it's a risk asset that is being sold because risky investors are now getting very worried about, well, taking risks. That's why Bitcoin is now correlated with junk bond spreads. Flat Beveridge rules, not the Fed.

One of the most ridiculous "theories" about the current risk selloff especially Bitcoin and crypto is that the market is having a tantrum KC Jeff at the Fed won't let the FOMC cut rates in December. Delaying a quarter-point cut to the fed funds rate by a few months is responsible for BTC down by 33%? It's beyond stupid. But in the absence of knowledge and understanding, the mainstream goes full Pavlov, defaulting to the Fed. Fed. Fed. Fed Fed is irrelevant. They're rate cuts react to problems, which is why they're going to be cutting no matter how much Schmid protests (see: every market that matters). What's going on with Bitcoin has almost nothing to do with Bitcoin - it's a risk asset that is being sold because risky investors are now getting very worried about, well, taking risks. That's why Bitcoin is now correlated with junk bond spreads. Flat Beveridge rules, not the Fed.

Jeffrey P. Snider

17,442 Aufrufe • vor 8 Monaten

What If Warsh Cuts Rates Next Week? Markets are overwhelmingly expecting Kevin Warsh to keep rates unchanged at his first Fed meeting next week, with some traders even pricing in the possibility of higher rates later this year. But what if the consensus is wrong? In this Short video, Lawrence Lepard, "fix the money, fix the world" presents the contrarian case that Warsh could be far more dovish than investors expect. The argument starts with inflation. Warsh has suggested that traditional inflation measures may overstate current price pressures and that alternative metrics, such as Dallas Trimmed PCE, paint a much cooler picture. If inflation is closer to target than headline data suggests, the justification for maintaining restrictive policy becomes much weaker. Another key piece of the thesis is productivity. Warsh has repeatedly discussed the transformative impact of AI on economic output. If artificial intelligence drives a meaningful productivity boom, the economy could grow faster without generating the same inflationary pressures that normally accompany growth. That would give the Fed more room to lower rates without reigniting inflation. The discussion also highlights the possibility that recent inflation pressures are being driven by temporary factors, particularly energy prices and geopolitical tensions. If those pressures ease, inflation could fall naturally, strengthening the case for easier monetary policy. There is also a broader economic backdrop to consider. The administration has made economic growth, domestic manufacturing, and reindustrialization central priorities. Building factories, infrastructure, and supply chains requires capital, and high interest rates make those investments more difficult. Lower rates would provide the financial fuel needed to accelerate those goals. The most controversial part of the conversation is the suggestion that Warsh could deliver not just a rate cut, but potentially a larger-than-expected cut (50 bps) if he wants to quickly reset policy. While that remains a low-probability outcome, Lawrence Lepard, "fix the money, fix the world" argues that markets may be underestimating the possibility of a significant shift in direction. If that happens, stocks could respond very positively as lower rates improve liquidity, reduce financing costs, and support higher valuations. However, the bigger story may be in #bonds. Long-term Treasury investors could view aggressive easing as inflationary or fiscally irresponsible, pushing #yields sharply higher. In that scenario, equities celebrate the pivot while the bond market revolts. So, according to Lawrence Lepard, "fix the money, fix the world", Kevin Warsh may not follow the path investors currently expect. If he embraces alternative inflation measures, leans on the AI productivity story, and prioritizes growth, the market could be forced to rapidly reprice both interest-rate expectations and long-term bond yields. 🔽Get access to my notes with the key takeaways from this interview with Lawrence Lepard, "fix the money, fix the world" by visiting my Substack (link below) ⬇️

What If Warsh Cuts Rates Next Week? Markets are overwhelmingly expecting Kevin Warsh to keep rates unchanged at his first Fed meeting next week, with some traders even pricing in the possibility of higher rates later this year. But what if the consensus is wrong? In this Short video, Lawrence Lepard, "fix the money, fix the world" presents the contrarian case that Warsh could be far more dovish than investors expect. The argument starts with inflation. Warsh has suggested that traditional inflation measures may overstate current price pressures and that alternative metrics, such as Dallas Trimmed PCE, paint a much cooler picture. If inflation is closer to target than headline data suggests, the justification for maintaining restrictive policy becomes much weaker. Another key piece of the thesis is productivity. Warsh has repeatedly discussed the transformative impact of AI on economic output. If artificial intelligence drives a meaningful productivity boom, the economy could grow faster without generating the same inflationary pressures that normally accompany growth. That would give the Fed more room to lower rates without reigniting inflation. The discussion also highlights the possibility that recent inflation pressures are being driven by temporary factors, particularly energy prices and geopolitical tensions. If those pressures ease, inflation could fall naturally, strengthening the case for easier monetary policy. There is also a broader economic backdrop to consider. The administration has made economic growth, domestic manufacturing, and reindustrialization central priorities. Building factories, infrastructure, and supply chains requires capital, and high interest rates make those investments more difficult. Lower rates would provide the financial fuel needed to accelerate those goals. The most controversial part of the conversation is the suggestion that Warsh could deliver not just a rate cut, but potentially a larger-than-expected cut (50 bps) if he wants to quickly reset policy. While that remains a low-probability outcome, Lawrence Lepard, "fix the money, fix the world" argues that markets may be underestimating the possibility of a significant shift in direction. If that happens, stocks could respond very positively as lower rates improve liquidity, reduce financing costs, and support higher valuations. However, the bigger story may be in #bonds. Long-term Treasury investors could view aggressive easing as inflationary or fiscally irresponsible, pushing #yields sharply higher. In that scenario, equities celebrate the pivot while the bond market revolts. So, according to Lawrence Lepard, "fix the money, fix the world", Kevin Warsh may not follow the path investors currently expect. If he embraces alternative inflation measures, leans on the AI productivity story, and prioritizes growth, the market could be forced to rapidly reprice both interest-rate expectations and long-term bond yields. 🔽Get access to my notes with the key takeaways from this interview with Lawrence Lepard, "fix the money, fix the world" by visiting my Substack (link below) ⬇️

Thoughtful Money®

11,749 Aufrufe • vor 1 Monat

🚨 JUST IN: Trump-appointed Fed Governor Stephen Miran is pushing to AGGRESSIVELY slash interest rates because he expects inflation to DECLINE, partially because of deportations. "My prescription for rate cuts is more aggressive than some of my colleagues." "[Deportations are] a positive shock to the net supply of shelter! [...] My expectation for shelter inflation is that it actually starts to come down in the next 6-12 months." Keep cutting!

🚨 JUST IN: Trump-appointed Fed Governor Stephen Miran is pushing to AGGRESSIVELY slash interest rates because he expects inflation to DECLINE, partially because of deportations. "My prescription for rate cuts is more aggressive than some of my colleagues." "[Deportations are] a positive shock to the net supply of shelter! [...] My expectation for shelter inflation is that it actually starts to come down in the next 6-12 months." Keep cutting!

Eric Daugherty

84,681 Aufrufe • vor 10 Monaten

🚨 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

115,261 Aufrufe • vor 2 Tagen

🇺🇸 THE FED IS EXPECTED TO HIKE RATES And this is bad for markets. Just a few months ago, everyone was convinced rate cuts were coming. That “flippening” in expectations has completely shifted the liquidity narrative. The next FOMC meeting on June 17th is also the first under new Fed Chair Kevin Warsh. Markets don’t yet have full clarity on how he will prioritize growth vs inflation. The reason for a possible hike is simple: the U.S. economy remains stronger than expected. Job growth is holding up, consumer demand is resilient, and inflation is still running above the Fed’s target. For the Fed, persistent inflation means less urgency to cut rates, and more reason to keep financial conditions tight. Higher rates make borrowing more expensive, slow spending, increase costs for businesses, and pressure stock valuations. Markets thrive on liquidity. A Fed focused on fighting inflation becomes a clear headwind for risk assets. Follow and turn on notifications to stay up to date.

🇺🇸 THE FED IS EXPECTED TO HIKE RATES And this is bad for markets. Just a few months ago, everyone was convinced rate cuts were coming. That “flippening” in expectations has completely shifted the liquidity narrative. The next FOMC meeting on June 17th is also the first under new Fed Chair Kevin Warsh. Markets don’t yet have full clarity on how he will prioritize growth vs inflation. The reason for a possible hike is simple: the U.S. economy remains stronger than expected. Job growth is holding up, consumer demand is resilient, and inflation is still running above the Fed’s target. For the Fed, persistent inflation means less urgency to cut rates, and more reason to keep financial conditions tight. Higher rates make borrowing more expensive, slow spending, increase costs for businesses, and pressure stock valuations. Markets thrive on liquidity. A Fed focused on fighting inflation becomes a clear headwind for risk assets. Follow and turn on notifications to stay up to date.

CryptoGoos

42,378 Aufrufe • vor 1 Monat

🚨Breaking news: Wednesday, Trump told NBC that if Kevin Warsh doesn’t support rate cuts, he won’t get the job. Trump said clearly that Fed rate cuts are undoubtedly coming. Rates are too high and need to drop sharply, and economic growth will make the debt look “very small.” He stressed that incoming Fed Chair Kevin Warsh must make it happen. This means Warsh’s path into the Fed is no longer about neutral academic judgment—it’s about executing liquidity expansion. If a “cliff-like rate cut” actually happens, global capital will rush at full speed into scarce hard assets.

🚨Breaking news: Wednesday, Trump told NBC that if Kevin Warsh doesn’t support rate cuts, he won’t get the job. Trump said clearly that Fed rate cuts are undoubtedly coming. Rates are too high and need to drop sharply, and economic growth will make the debt look “very small.” He stressed that incoming Fed Chair Kevin Warsh must make it happen. This means Warsh’s path into the Fed is no longer about neutral academic judgment—it’s about executing liquidity expansion. If a “cliff-like rate cut” actually happens, global capital will rush at full speed into scarce hard assets.

Lady M

66,009 Aufrufe • vor 5 Monaten

🇺🇸 SEN KENNEDY: RATE CUTS MEAN NOTHING IF CONGRESS KEEPS BURNING CASH "Monetary policy is important, and the Fed is in charge of it. But monetary policy is not the only thing that’s important; fiscal policy matters too. I don’t care how low the Federal Reserve lowers interest rates. If the U.S. Congress is profligate in its spending, if it throws money around like it’s pond water, if it runs up $37 trillion in debt and deficit spends to the tune of 7% every year, that also impacts employment, economic growth, and inflation. In fact, the Federal Reserve can lower short-term rates through the Open Market Committee all it wants. But that doesn’t necessarily mean long-term rates, 10 years and above, are going to go down. Because the bond market counts too. You can lower rates as much as you want, but if the bond market thinks inflation is on the horizon, those long-term rates are going to keep going up, or at least stay steady." Source: John Kennedy

🇺🇸 SEN KENNEDY: RATE CUTS MEAN NOTHING IF CONGRESS KEEPS BURNING CASH "Monetary policy is important, and the Fed is in charge of it. But monetary policy is not the only thing that’s important; fiscal policy matters too. I don’t care how low the Federal Reserve lowers interest rates. If the U.S. Congress is profligate in its spending, if it throws money around like it’s pond water, if it runs up $37 trillion in debt and deficit spends to the tune of 7% every year, that also impacts employment, economic growth, and inflation. In fact, the Federal Reserve can lower short-term rates through the Open Market Committee all it wants. But that doesn’t necessarily mean long-term rates, 10 years and above, are going to go down. Because the bond market counts too. You can lower rates as much as you want, but if the bond market thinks inflation is on the horizon, those long-term rates are going to keep going up, or at least stay steady." Source: John Kennedy

Mario Nawfal

40,547 Aufrufe • vor 11 Monaten

🚨 NEW: White House National Economic Council Director Kevin Hassett BLASTS liberal media for “really bizarre” negative coverage on economy “They are trying to cover an economy that is in ‘freefall’ and inflation ‘out of control’ but the truth is the opposite.” Hassett also REVEALS he would “say yes” if President Trump asks him to become new Fed Chair, replacing Jerome Powell. “If he were to ask me, then of course I would have to say yes because I want to serve my country and President,” adding the Fed should cut rates in December, he tells Fox News’ Kellyanne Conway

🚨 NEW: White House National Economic Council Director Kevin Hassett BLASTS liberal media for “really bizarre” negative coverage on economy “They are trying to cover an economy that is in ‘freefall’ and inflation ‘out of control’ but the truth is the opposite.” Hassett also REVEALS he would “say yes” if President Trump asks him to become new Fed Chair, replacing Jerome Powell. “If he were to ask me, then of course I would have to say yes because I want to serve my country and President,” adding the Fed should cut rates in December, he tells Fox News’ Kellyanne Conway

TV News Now

28,265 Aufrufe • vor 8 Monaten

The housing market is frozen. Prices are up, inventory is down, and with mortgage rates stuck above 7%, both buyers and sellers are paralyzed. Everyone is praying the Fed will cut rates, but let me be clear: it's NOT happening anytime soon. Powell is not moving until he knows exactly where tariffs land. Right now, CEOs across America have no idea if they are facing a 10% tariff or a 35% tariff, and that kind of uncertainty makes it impossible for the Fed to predict inflation. So the safest move is to sit on their hands and do nothing. Here’s the reality... Unless mortgage rates drop to around 5.5%, housing is not going to turn. At these levels, first-time buyers are going to end up with homes much smaller than they ever imagined, simply to keep payments under control. This isn't doom and gloom, it's the truth. If you're waiting for the Fed to ride in and save the housing market, stop dreaming. Plan for today’s rates, not fantasy rates.

The housing market is frozen. Prices are up, inventory is down, and with mortgage rates stuck above 7%, both buyers and sellers are paralyzed. Everyone is praying the Fed will cut rates, but let me be clear: it's NOT happening anytime soon. Powell is not moving until he knows exactly where tariffs land. Right now, CEOs across America have no idea if they are facing a 10% tariff or a 35% tariff, and that kind of uncertainty makes it impossible for the Fed to predict inflation. So the safest move is to sit on their hands and do nothing. Here’s the reality... Unless mortgage rates drop to around 5.5%, housing is not going to turn. At these levels, first-time buyers are going to end up with homes much smaller than they ever imagined, simply to keep payments under control. This isn't doom and gloom, it's the truth. If you're waiting for the Fed to ride in and save the housing market, stop dreaming. Plan for today’s rates, not fantasy rates.

Kevin O'Leary aka Mr. Wonderful

119,956 Aufrufe • vor 11 Monaten

THE FED IS OUT OF EXITS The 10-Year Treasury yield just broke above 4.40% First time since June 2025. Remember the last time we crossed that line? April 2025. Trump's "90-day tariff pause." The emergency button got slammed for a reason. That same line is back. Right on schedule. And here's what nobody on cable news is telling you: Rate HIKES are now what the Fed is expected to do next. Not cuts. Hikes. In plain English: the Fed is about to make borrowing more expensive, not cheaper. What that means for you: ➮ 30-year mortgage rates are heading back to 7% ➮ Inflation just hit a 3-year high ➮ "Higher for longer" - the policy everyone thought was dead is officially back Seemingly overnight. Now here's the math nobody on TV wants to do out loud: The US government has to refinance trillions in debt this year at these higher rates. Every tick higher in rates costs the Treasury billions more in interest. Which puts the Fed in a corner with two exits. If they HIKE to crush inflation - the stock market, housing, and credit markets crack at the same time. If they HOLD or CUT to save the markets - inflation spirals again and the dollar bleeds out. There is no third door. This isn't a policy decision anymore. It's a math problem with no solution. The clock is ticking. Most people will keep believing "the Fed has it under control" until their mortgage payment, their grocery bill, and their portfolio tell them otherwise. Don't worry though - my system flags the exact moment the market shifts from caution to DANGER. I called every major top and bottom of the last decade. You'll be warned before it hits, like always. So make sure to TURN ON NOTIFS and follow

THE FED IS OUT OF EXITS The 10-Year Treasury yield just broke above 4.40% First time since June 2025. Remember the last time we crossed that line? April 2025. Trump's "90-day tariff pause." The emergency button got slammed for a reason. That same line is back. Right on schedule. And here's what nobody on cable news is telling you: Rate HIKES are now what the Fed is expected to do next. Not cuts. Hikes. In plain English: the Fed is about to make borrowing more expensive, not cheaper. What that means for you: ➮ 30-year mortgage rates are heading back to 7% ➮ Inflation just hit a 3-year high ➮ "Higher for longer" - the policy everyone thought was dead is officially back Seemingly overnight. Now here's the math nobody on TV wants to do out loud: The US government has to refinance trillions in debt this year at these higher rates. Every tick higher in rates costs the Treasury billions more in interest. Which puts the Fed in a corner with two exits. If they HIKE to crush inflation - the stock market, housing, and credit markets crack at the same time. If they HOLD or CUT to save the markets - inflation spirals again and the dollar bleeds out. There is no third door. This isn't a policy decision anymore. It's a math problem with no solution. The clock is ticking. Most people will keep believing "the Fed has it under control" until their mortgage payment, their grocery bill, and their portfolio tell them otherwise. Don't worry though - my system flags the exact moment the market shifts from caution to DANGER. I called every major top and bottom of the last decade. You'll be warned before it hits, like always. So make sure to TURN ON NOTIFS and follow

Reflection🪩

132,195 Aufrufe • vor 2 Monaten

🚨 THE MARKET JUST PRICED IN A RATE CUT THAT'S THE TRAP 75% chance the Fed holds down from 96% in days Everyone is watching the announcement like it's going to save them It won't Fed cuts to 3.50%? Market pumps for 4 hours then reality hits and assets are still priced at insane valuations with a slowing global economy Pump gets sold immediately Fed holds at 3.75%? Nothing changes slow bleed continues Above 4.00%? You already know what happens 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 - market dumped anyway 2026 they're cutting into the same trap - same result The Fed doesn't have a tool for this They have a microphone and a podium Watch the pump after the announcement then watch what happens next That's when the real move starts Turn notifications on - if you're not following yet, you'll understand why that was a mistake later

🚨 THE MARKET JUST PRICED IN A RATE CUT THAT'S THE TRAP 75% chance the Fed holds down from 96% in days Everyone is watching the announcement like it's going to save them It won't Fed cuts to 3.50%? Market pumps for 4 hours then reality hits and assets are still priced at insane valuations with a slowing global economy Pump gets sold immediately Fed holds at 3.75%? Nothing changes slow bleed continues Above 4.00%? You already know what happens 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 - market dumped anyway 2026 they're cutting into the same trap - same result The Fed doesn't have a tool for this They have a microphone and a podium Watch the pump after the announcement then watch what happens next That's when the real move starts Turn notifications on - if you're not following yet, you'll understand why that was a mistake later

philarekt

22,619 Aufrufe • vor 4 Tagen

🚨 JUST IN: Treasury Secretary Scott Bessent EVISCERATES Jerome Powell and the Federal Reserve for balking at the idea of an interest rate cut next month. He says if they refuse - they'd be going against their own precedent. "They said that they don't have data, and traditionally, if you don't have data, if you're flying blind, they've cut twice, and they said that they're insurance cuts, so I would have thought that they would want to take out a third cut, more insurance!" "And also, we know that under the Schumer shutdown, that the economy got worse. I would believe that the Fed should be looking at the data and thinking, things could—we don't know where things are." "We've been cutting, and we should finish the cutting cycle or keep going with the cutting cycle, because again, the fourth quarter GDP will have taken a definite hit from the shutdown." Powell MUST do the right thing.

🚨 JUST IN: Treasury Secretary Scott Bessent EVISCERATES Jerome Powell and the Federal Reserve for balking at the idea of an interest rate cut next month. He says if they refuse - they'd be going against their own precedent. "They said that they don't have data, and traditionally, if you don't have data, if you're flying blind, they've cut twice, and they said that they're insurance cuts, so I would have thought that they would want to take out a third cut, more insurance!" "And also, we know that under the Schumer shutdown, that the economy got worse. I would believe that the Fed should be looking at the data and thinking, things could—we don't know where things are." "We've been cutting, and we should finish the cutting cycle or keep going with the cutting cycle, because again, the fourth quarter GDP will have taken a definite hit from the shutdown." Powell MUST do the right thing.

Eric Daugherty

142,552 Aufrufe • vor 8 Monaten

🚨 BREAKING: President Trump says the USA CAN REACH +25% GDP growth if things change at the Fed He says his Fed Chair appointment will be doing this "When the market goes up, LOWER RATES. You wanna see 25%? Wanna see what we can do? Go back to the old standard. When there's good news, the market should GO UP. That's the way you make a country great!" "They K*LL every rally! You have a good quarter, they k*ll it, they're so petrified of inflation. But growth and inflation don't go hand-in-hand! In fact, often times, growth is good for low inflation. We're gonna work on that." "Scott [Bessent] agrees! If he didn't agree, I wouldn't do it!"

🚨 BREAKING: President Trump says the USA CAN REACH +25% GDP growth if things change at the Fed He says his Fed Chair appointment will be doing this "When the market goes up, LOWER RATES. You wanna see 25%? Wanna see what we can do? Go back to the old standard. When there's good news, the market should GO UP. That's the way you make a country great!" "They KLL every rally! You have a good quarter, they kll it, they're so petrified of inflation. But growth and inflation don't go hand-in-hand! In fact, often times, growth is good for low inflation. We're gonna work on that." "Scott [Bessent] agrees! If he didn't agree, I wouldn't do it!"

Eric Daugherty

161,625 Aufrufe • vor 6 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

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

1,018,393 Aufrufe • vor 1 Monat

Trump doesn’t need to fire Powell; he can just sideline him entirely by announcing his successor tomorrow. Just like world leaders turned away from Biden, markets would turn away from Powell, and mortgage and government bond rates would start to come down immediately. Remember what happened after Trump’s victory in 2020—Joe Biden was still technically president, but no foreign leader, diplomat, or CEO cared. They all rushed to Mar-a-Lago to meet with Trump because everyone knew who the next leader was. Apply that same logic to the Fed. If Trump announces that the next Fed Chair is Scott Bessent, the bond market, which drives real-world rates far more than the Fed’s overnight rate, would begin ignoring Powell’s stubbornness and shift focus to Bessent’s commitment to bring rates back in line with economic reality. Bessent would effectively become the shadow Fed chair. He could speak across the country and signal clearly: when I take office in May 2026 (when Powell's term is up), rates are coming down by a lot. As someone who spent a decade trading interest rate derivatives, I can tell you—the bond market would have no choice but to start pricing that in. Interest rates on mortgages, credit cards, and government debt would fall almost immediately because Bessent would be seen as credible, confirmable, and committed to ending the artificially high interest rates that Powell is imposing on our economy.

Trump doesn’t need to fire Powell; he can just sideline him entirely by announcing his successor tomorrow. Just like world leaders turned away from Biden, markets would turn away from Powell, and mortgage and government bond rates would start to come down immediately. Remember what happened after Trump’s victory in 2020—Joe Biden was still technically president, but no foreign leader, diplomat, or CEO cared. They all rushed to Mar-a-Lago to meet with Trump because everyone knew who the next leader was. Apply that same logic to the Fed. If Trump announces that the next Fed Chair is Scott Bessent, the bond market, which drives real-world rates far more than the Fed’s overnight rate, would begin ignoring Powell’s stubbornness and shift focus to Bessent’s commitment to bring rates back in line with economic reality. Bessent would effectively become the shadow Fed chair. He could speak across the country and signal clearly: when I take office in May 2026 (when Powell's term is up), rates are coming down by a lot. As someone who spent a decade trading interest rate derivatives, I can tell you—the bond market would have no choice but to start pricing that in. Interest rates on mortgages, credit cards, and government debt would fall almost immediately because Bessent would be seen as credible, confirmable, and committed to ending the artificially high interest rates that Powell is imposing on our economy.

James Fishback

379,788 Aufrufe • vor 1 Jahr

My brand new interview with Tom Lee Thomas (Tom) Lee (not drummer) FundstratDirect.com We discuss his bullish outlook on Bitcoin (new ATH this fall?), the national debt, Fed policy, corporate treasury boom, the U.S. acquiring Bitcoin and more. Let us know what you think in the comments below. Timecodes: 00:00 Tom Lee’s Market Outlook: Wall Street & U.S. Economy 1:27 Why Skepticism Is Good for the Markets 1:56 Why Tom Lee Is Bullish on Bitcoin and S&P 500 5:53 Government Debt: A Growing Economic Concern? 6:58 Should the Fed Cut Interest Rates? 8:46 What Happens If the Fed Lowers Rates? 9:38 Bitcoin Price Outlook: What’s Next? 10:47 Corporate Bitcoin Treasuries: Who’s Leading the Way? 12:45 Top Companies Holding Bitcoin in Treasury 14:04 Semler Scientific: Bitcoin as a Treasury Reserve 15:25 Fundstrat Strategy Breakdown: Key Offerings 18:48 Trump: “Bitcoin Is the New Oil” - What It Means 19:45 Can the U.S. Government Nationalize a Bitcoin Company? 22:57 Ethereum Investment: Why Tom Lee Is Buying 26:55 What Are the Risks of Holding Ethereum? 28:39 What Single Asset Would Tom Bet On?

Natalie Brunell ⚡️

236,850 Aufrufe • vor 1 Jahr

My reaction on Bloomberg TV is below. Two takeaways. 9 - 3 vote. Dissents are the new forward guidance. I think when we get to the end of the Warsh term as Fed Chairman, we're going to see a vast majority of the meetings were 11-1 or 12-0 votes. But when they are moving to change policy, dissents are the forward guidance that tells you the Fed is about to go a different direction. What Changed? Bob Michael of JP Morgan asked what changed. He asked why the Fed would hike rates because the data didn't really move that much from June, when we had a 12-0 vote. Correct. I would argue what changed is the way that the Fed now operates. It's no longer the chairman dictating and everybody doing what he tells them. They are now independent, and this hawkishness was always there; this desire to raise rates was always there. It was just not allowed to be expressed or acted on. Now it is. That's what's changed.

My reaction on Bloomberg TV is below. Two takeaways. 9 - 3 vote. Dissents are the new forward guidance. I think when we get to the end of the Warsh term as Fed Chairman, we're going to see a vast majority of the meetings were 11-1 or 12-0 votes. But when they are moving to change policy, dissents are the forward guidance that tells you the Fed is about to go a different direction. What Changed? Bob Michael of JP Morgan asked what changed. He asked why the Fed would hike rates because the data didn't really move that much from June, when we had a 12-0 vote. Correct. I would argue what changed is the way that the Fed now operates. It's no longer the chairman dictating and everybody doing what he tells them. They are now independent, and this hawkishness was always there; this desire to raise rates was always there. It was just not allowed to be expressed or acted on. Now it is. That's what's changed.

Jim Bianco

107,532 Aufrufe • vor 2 Tagen