🚨 BREAKING: MACRO ALERT
The Federal Reserve just reduced its balance sheet by $25B in one week, and now Fed officials across the board are openly signaling a pivot toward rate cuts—and a potential return to large-scale liquidity expansion. 💥
Here’s the messaging coming from inside the Fed:
• “Balance sheet may begin growing again within 1–2 months.”
• “Another rate cut is likely warranted.”
• “Long-term rates are expected to move lower.”
• “AI growth is supported by real revenue, not a bubble.”
• “The financial system remains stable.”
• “A 25 bps cut is on the table.”
• “Pausing balance-sheet reduction is reasonable.”
They’re saying the quiet part out loud.
⚡ Rate cuts + renewed balance-sheet growth = conditions that historically resemble early-stage QE.
The macro environment just shifted into a higher gear.
