đ„ MACRO WATCH: The Fed Isnât Even Trying to Hide It NowâŠ
In just one week, the Fed trimmed its balance sheet by $25B â 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:
âą Balance-sheet growth likely on deck â
âą More rate cuts getting telegraphed â
âą Long-term yields drifting lower â
âą AI productivity story gaining Fed approval â
âą Financial system presented as stable â
â Pump Trading â#Marco #PowellRemarks #Fed #WriteToEarnUpgrade