Powell just delivered a 25 bps cut to 3.50%, but donāt mistake it for relief ā this was the last drop before the door slams shut.
š„ THE NUMBERS THEY DONāT WANT YOU TO SEE
Hereās where the real story erupts:
š Small businesses LOST 120,000 jobs in November
š¢ Big corporations ADDED 90,000
The U.S. economy has officially split into two Americas.
ADP shows ā32,000 jobs, the worst collapse since April 2020.
Yet at the same timeā¦
š JOLTS shows 7.67 million job openings.
This isnāt a soft market ā itās a dual reality:
One side booming. One side suffocating.
š„ INFLATIONāS UGLY TRUTH
š Inflation is stuck at 3%
ā The 2% fantasy? Gone.
The next dot plot will expose it: just 1ā2 cuts in 2026.
Translation:
ā”ļø High rates are here through the next presidency.
ā”ļø Cheap liquidity is officially dead.
ā ļø WHAT THEY WONāT SAY ON TV
The government shutdown blew up the data pipeline:
ā No October unemployment rate
ā November jobs report delayed until mid-January
ā Powell is making decade-defining decisions blindfolded
This is unprecedented.
This is dangerous.
This is monetary policy in the dark.
š MAY 2026: THE POWER SHIFT
Powellās term ends May 2026.
Kevin Hassett is already waiting in the wings.
Todayās 2:30 PM ET press conference could be Powellās final major pivot before the entire Fed is reshaped.
š§Ø WHAT THIS MEANS FOR YOU
š³ Variable-rate debt ā long-term financial trap
š Housing ā frozen solid
š¦ Small business credit ā squeezed to the bone
š° Wealth gap ā accelerating into a generational divide
Markets expected todayās cut with 87% probability ā no surprise.
But the real earthquake:
š 77% chance of NO cut in January.
Emergency mode is over.
Weāve entered structural acceptance:
ā”ļø Inflation at 3% isnāt the ceiling anymoreā¦
ā”ļø Itās the floor.
Let that sink in.
š„ TODAY MARKS THE END OF EASY MONEY
Most people wonāt realize the obituary was written today.
Watch the dot plot.
Watch the dissent votes.
History is being drafted ā quietly ā line by line.
šØ A new chapter in monetary history just opened. š„š
#BinanceBlockchainWeek #WriteToEarnUpgrade #FedOfficialsSpeak
