đ¨ MACRO SHOCKWAVE JUST DROPPED đ¨
The Fed has quietly trimmed $25B off its balance sheet in just a week⌠and now every Fed official is openly hinting at rate cuts and a return to easy money. đĽ
Hereâs the new tone coming from the Fed:
⢠âBalance sheet could start expanding within 1â2 months.â
⢠âAnother rate cut is on the table.â
⢠âLong-term yields will trend lower.â
⢠âAI growth is real â not a bubble.â
⢠âFinancial conditions remain solid.â
⢠âIâm ready to support a 25 bps cut.â
⢠âPausing balance-sheet runoff is logical.â
They arenât even pretending anymore.
⥠Rate cuts + balance-sheet growth = QE 2.0 loadingâŚ
Macro environment just went full bull-mode.


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