🚨 FOMC MINUTES JUST SHIFTED THE MACRO NARRATIVE 🚨
Fed officials signal rate cuts are likely if disinflation continues — the door to easing is now officially open.
Yes, some warned inflation’s decline could slow… But the bigger signal? The economy is still stronger than expected.
That combo = controlled inflation + resilient growth. Exactly the backdrop where liquidity returns and risk assets thrive.
Markets don’t wait for cuts — they front-run them.