🚨 Powell’s FOMC Message: Quietly Dovish, Loudly Important
The Fed just sent a signal the market shouldn’t ignore.
Jerome Powell made it clear: rate hikes are off the table. Inflation is still elevated, but the real culprit isn’t demand—it’s tariffs. Core PCE excluding tariffs is already hovering just above 2%, suggesting underlying inflation pressure is easing.
Even more interesting? The Fed sees tariff-driven inflation as a one-time shock, expected to peak and fade by mid-2026. If inflation continues to cool, policy easing is back on the table.
But there’s a warning label attached.
Powell openly flagged the U.S. debt trajectory as unsustainable, a long-term risk markets can’t price out forever. While gold’s surge isn’t worrying the Fed (yet), the macro backdrop is quietly shifting.
Bottom line:
This wasn’t a hawkish pause.
It was a dovish hold with a fiscal warning.
Smart money is listening. 👀
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