THE TABLE
๐ Policy Shift Signal Detected
Markets just received a critical macro signal.
Fed Governor Christopher Waller indicated that inflation could begin cooling within the next 3โ4 months โ a timeline that meaningfully shifts the policy outlook.
Why this matters
Once data confirms sustained disinflation, the Federal Reserve may begin rate cuts at a measured pace.
Markets donโt wait for official moves โ they price the pivot early.
This is one of the clearest signs yet that the Fed is preparing to transition from HOLD โ CUT.
What to watch closely ๐
โข Upcoming CPI releases
โข Confirmation of a sustained disinflation trend
โข Shifts in forward guidance language
๐ History lesson: When inflation rolls over, risk assets react first.
Positioning ahead of a potential policy pivot is becoming increasingly relevant.
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