For the first time, Jerome Powell has publicly drawn a line.
After nearly 12 months of silence amid repeated criticism from Donald Trump â always replying with âno commentâ â the Fed Chair finally responded.
đą What changed?
Amid reports of a new criminal probe by federal prosecutors, Powell stated that the âthreat is a consequence of not following the preferences of the President.â
đ„ Immediate market reaction
US stock futures fell over -0.5% within minutes
Global risk sentiment weakened sharply
âžïž Macro pressure building
The Fed is widely expected to pause rate cuts again on January 28
With roughly 6 months left in his term, Powell appears to be defending Fed independence more openly
â ïž Why this matters
Political pressure + monetary policy = higher volatility
A public Trump vs Powell clash raises policy uncertainty
Markets must now price political risk, not just economic data
đ What to expect Sharper moves. Faster reactions.
And far less forgiveness for crowded trades.
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