Jodee Cardon iBPI

$TRUMP 🚨🚨 If you thought today was about basis points, you missed the show ⚡️😱 Powell held rates steady at 3.50%–3.75% while planting a flag on the hill of Fed independence and dared the White House to charge it ↔️ The headline "no cuts anytime soon" is boring. The subtext was a defiant scream: "You can subpoena me, you can tweet at me, but I am not cutting until the data says so ⬇️ Look at the specific language: the US economy has "clearly improved," unemployment is "stabilizing," and inflation is still sticky in goods due to tariffs. That is a direct rebuttal to the "emergency cut" narrative coming from the Oval Office. Powell is essentially saying, "The economy is fine; the only crisis is the one you’re manufacturing ↔️⬇️ He explicitly refused to comment on the dollar (a direct shot at Trump’s Treasury) and framed the DOJ investigation into his office as a political hit job designed to force easy money. This isn't a central banker; it's a wartime general in a suit 😱 The market gets it. Two governors dissented (Waller and Miran wanting 25bps cuts), showing the cracks in the fortress, but Powell held the line. He’s running out the clock on his term, betting that the bond vigilantes will back him up before the politicians break him 😱 "Let the data light the way" sounds poetic, but in this context, it means "I’m ignoring the noise until you pry the gavel from my cold, dead hands 🤔 The Fed Put is dead because the Fed Chair is busy fighting for his institutional life. Long volatility, short the "pivot" trade, and grab popcorn 👀 Powell isn't pivoting ⚡️ He's entrenching ⚡️ 🚸 Warning 🚸 I do not provide financial advice 🔞The intent of this content is for you to be aware of market conditions before starting to invest 👌Thank you for reading 👌 $WLD #FedHoldsRates #USIranStandoff