๐ฅ MACRO WATCH: The Fed Isnโt Even Trying to Hide It Nowโฆ
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:
โข Balance-sheet growth likely on deck โ
โข More rate cuts getting telegraphed โ
โข Long-term yields drifting lower โ
โข AI productivity story gaining Fed approval โ
โข Financial system presented as stable โ
โ Pump Trading โ#Marco #PowellRemarks #Fed #WriteToEarnUpgrade