🚨 Is the Fed Already Too Late for Rate Cuts? 🚨
📉 Truflation shows US inflation at 0.68% — but the Fed still says the economy is strong.
Here’s the disconnect:$BTC
Jobs: Official story → strong. Reality → layoffs rising, hiring slowing, wages stagnating.
Inflation: Fed → sticky. Reality → prices cooling fast, disinflation on the horizon.
Credit & Debt: Delinquencies up, bankruptcies rising, corporate stress building.
💡 The risk isn’t inflation anymore.
It’s deflation and growth slowdown:
Deflation → consumers delay spending → businesses cut production → layoffs accelerate.
Over-tight policy now can amplify the slowdown instead of stabilizing it.
⏳ Monetary policy works with a lag. By the time the Fed reacts…
the damage is often already baked in.
The market sees it. That’s why:
Inflation fears are fading.
Growth fears are taking over.
Policy reversal expectations are driving next moves.
⚠️ Key takeaway:
If the Fed waits too long, it won’t be fighting inflation — it will be fighting a slowdown that’s already here.