đŸ”„ MACRO WATCH: The Fed Isn’t Even Trying to Hide It Now


In just one week, the Fed trimmed its balance sheet by $25B — while officials openly hint at the opposite direction coming soon: rate cuts, renewed balance-sheet expansion, and a push toward easier liquidity.

Key signals hitting the market:

‱ Balance-sheet growth likely on deck ✅

‱ More rate cuts getting telegraphed ✅

‱ Long-term yields drifting lower ✅

‱ AI productivity story gaining Fed approval ✅

‱ Financial system presented as stable ✅

— Pump Trading —#Marco #PowellRemarks #Fed #WriteToEarnUpgrade