đš URGENT: Powell Tone Leak â Something Isnât Right
Let me be straight. This isnât really about the rate decision. We already expected no cut. The bigger signal is Powellâs tone.
I went back to Powellâs older press conferences, matched them with NovemberâDecember data, and paid attention to how he speaks when pressure is high.
Inflation is still above target. November CPI around 2.7%. December CPI around 2.7%. Core inflation still above 2.5%. Inflation has cooled, but it isnât solved.
At the same time, growth is slowing. Job momentum is cooling. Consumer confidence is weak. That combination alone makes clearly dovish language unlikely.
There is also the political backdrop. Trump has been increasing public pressure on Powell and the Fed, calling for lower rates and criticizing policy. Because of that, Powell is likely to use todayâs speech to again stress Fed independence, sticking to the mandate, and making decisions only based on data. That effectively acts as an indirect criticism of the Trump administration without naming it.
Powell didnât sound aggressive. He didnât sound relaxed either.
He sounded careful. Controlled. Very âwait and see.â
No timeline for cuts.
No hints about timing.
Heavy focus on data.
To me, that reads more like hawkish to neutral, not a pivot.
đ€ What Iâm thinking this points to:
Cuts are still possible later.
But only if inflation clearly moves lower.
Until then, markets may stay choppy rather than trend strongly in one direction.
So guys, donât miss Powellâs press conference at 2:30 PM ET. Thatâs where small wording changes can matter more than headlines.
Calm tone. Tight framework.
Thatâs the signal Iâm seeing.
Keep thinking.
#VIRBNB #FedWatch #TokenizedSilverSurge #StrategyBTCPurchase
