๐Ÿ”ฅ MACRO WATCH: The Fed Isnโ€™t Even Trying to Hide It Nowโ€ฆ

In just one week, the Fed trimmed its balance sheet by $25B โ€” while officials openly hint at the opposite direction coming soon: rate cuts, renewed balance-sheet expansion, and a push toward easier liquidity.

Key signals hitting the market:

โ€ข Balance-sheet growth likely on deck โœ…

โ€ข More rate cuts getting telegraphed โœ…

โ€ข Long-term yields drifting lower โœ…

โ€ข AI productivity story gaining Fed approval โœ…

โ€ข Financial system presented as stable โœ…

โ€” Pump Trading โ€”#Marco #PowellRemarks #Fed #WriteToEarnUpgrade