Independent thinking for complex markets and current events
FOMC official: Interest rates maintained at 3.5% to 3.75% for third straight time… Powell’s chairmanship expires next month; markets obsess over his “staying power”… Fed Statement: “Inflation remains elevated,” fueled by recent global energy shocks… The Warsh Shadow: Investors look past today’s pause to the May 15 leadership swap…
FOMC kicks off 2 day meeting; rates widely expected to hold at 3.50% to 3.75%… Market pricing for 2026 rate cuts collapses to zero amid energy driven inflation… Trump successor pick Kevin Warsh ready for May 15 takeover as Powell’s term ends… The “Hawkish Hold”: Fed focuses on preventing “imported inflation” from Gulf war… Fed …
Fed’s Common Inflation Expectations Index just got updated and makes JPOW’s JH speech look even more awkward, if at all possible pic.twitter.com/xh36qnP5nW — KKGB (@INArteCarloDoss) August 27, 2025 https://twitter.com/NorthmanTrader/status/1960748123900252638 “No consumer price inflation” Is this a comedy act? Show me the CPI in 6 months🔥🔥🔥 https://t.co/tGtulWJ71S — QE Infinity (@StealthQE4) August 27, 2025 Fixed 30-year …
Jerome Powell’s last Jackson Hole speech will test his legacy as he battles inflation, defends Fed independence and pushes back against political pressure. Here's how the 🇺🇸 stock market has performed around Jerome Powell's recent Jackson Hole speeches – Trend Spider pic.twitter.com/BsBVztZIWI — Evan (@StockMKTNewz) August 22, 2025 Here’s how $SPY have reacted to Powell’s …
The July Fed decision came with two dissents, the first time in over 30 years that happened under tightening conditions. One board member wanted a cut. Another wanted a pause. Powell stuck with holding rates steady, but the split wasn’t subtle. The official line is “data dependent.” Market reaction says something else. Fed futures now …
Musk is done IMO. He realizes DC is a complete cesspool. Back to continue being the greatest innovator in this generation and focusing on his companies. https://t.co/mEJlLUjAnC — QE Infinity (@StealthQE4) May 25, 2025 🚨 RINO Republicans not codifying @DOGE cuts and doing everything @elonmusk suggested will go down in history as one of the …
President Trump is considering removing Federal Reserve Chair Jerome Powell before his term ends in May 2026. According to sources close to the administration, former Fed governor Kevin Warsh is the frontrunner to replace Powell if a change occurs. Warsh, who served during the 2008 financial crisis under Ben Bernanke, has publicly stated that the …
Powell’s termination cannot come fast enough. https://t.co/SzyhA6VEzF pic.twitter.com/qWZo7Dd0w4 — Jim Bianco (@biancoresearch) April 17, 2025 No need for further comments 🥹 https://t.co/kO0zB21awA pic.twitter.com/AwoiUEap0L — JustDario 🏊♂️ (@DarioCpx) April 17, 2025
Powell: There is not any real experience. The Smoot-Hawley tariffs were not this large and they were 95 years ago… pic.twitter.com/l8ZEsFV2fT — Acyn (@Acyn) April 16, 2025 Powell’s termination cannot come fast enough. https://t.co/SzyhA6VEzF pic.twitter.com/qWZo7Dd0w4 — Jim Bianco (@biancoresearch) April 17, 2025
Chances of 50 bps rate cut increase to 47% Bets on the size of the Fed’s cut have been volatile and were roughly even by late Friday. Expectations for a 50 basis point cut jumped to 49% from 28% on Thursday, according to CME’s FedWatch Tool, which showed a 51% probability for a 25 basis …
Tomorrow, Powell will confirm the most widely telegraphed rate cut in human history. And anyone who stills owns stocks at that time will be the artificial intelligence bagholder. pic.twitter.com/VQUSmnKkdx — Mac10 (@SuburbanDrone) August 22, 2024 This is what I said would happen weeks ago before the crash: After an initial crash the Fed would pivot …
Looking for an appropriate description……conspirators, accomplices, confederates, cabal, collaborators, co-conspirators,cahoots , allies, partners in crime….. https://t.co/5sPc6hqMyK — Frank Giustra (@Frank_Giustra) August 17, 2024
BY DAVID HAGGITH Would you believe … BOTH! Photo by Tom Barrett on Unsplash One major investor and one major economist, both of whom predicted the Great Recession crash, give the Fed an “F” for its inflation fight and an “F” for where it is taking the economy. Fed is a failed inflation fighter On the one hand, …
Gold’s surge against inflation forecasts a looming market upheaval as IMF warns of global spillovers from escalating U.S. debt levels. With yields climbing and Powell signaling prolonged rate hikes, the Fed faces a daunting task amid inflationary pressures and fiscal dominance. #Gold is breaking out versus #Inflation – A big shock is likely to be …
🚨 BREAKING: Federal Reserve Chair Jerome Powell‘s alarming statement from today: „THERE WILL BE BANK FAILURES!“ Seems like he knows exactly what will happen when BTFP ends on Monday March 11th! ⏰ The new era is called crypto and it’s waiting! #XRP pic.twitter.com/ERadTiMcML — 𝓐𝓶𝓮𝓵𝓲𝓮 (@_Crypto_Barbie) March 7, 2024 ALERT: Housing defaults have just hit …
BY DAVID HAGGITH If inflation screams and no one hears it, does an airplane fall in the forest? That’s a good question for today. Inflation ripped upward, and the stock market shrugged it off as if it heard nothing, while a good part of the media reported satisfactory results … but not everyone because some …
Public domain photo courtesy of the Board of Governors of the Federal Reserve System From Peter Reagan at Birch Gold Group For the last two years, Federal Reserve Chairman Jerome Powell has been maintaining a moderate stance on raising rates to combat a historic wave of red-hot inflation. (Although initially, the Fed didn’t start raising rates fast enough). But something has …
Breaking: "Just Stop Rate Hikes" protesters interrupt Powell's Economic Club of New York Speech — StockCats (@RealStockCats) October 19, 2023 BREAKING: Fed Chair Powell was escorted out of the room as protesters interrupted his speech at ECNY. — unusual_whales (@unusual_whales) October 19, 2023
What Fintwit sees: Powell successfully bringing us disinflation What the Average American sees: Everything is still way too expensive pic.twitter.com/OQ8yZDLOPO — Amy Nixon (@texasrunnerDFW) July 12, 2023 CPI heat map. Additionally, they have changed the way this metric is calculated, in an effort for it to APPEAR to be better. pic.twitter.com/6DccZPmuoX — Wall Street Mav …
IMF worries inflation can't be stopped pic.twitter.com/TE6PwuvYFj — Peter St Onge, Ph.D. (@profstonge) July 6, 2023 Dallas Fed President Lorie Logan gets right to the point in her speech: “I remain very concerned about whether inflation will return to target in a sustainable and timely way. And I think more-restrictive monetary policy will be needed …
“Reality is financial conditions are the loosest since April 2022. Unlike Volcker or previous Fed Chairs he never even raised rates above core inflation.” https://twitter.com/NorthmanTrader/status/1674381311681740803 h/t Simian_Stacker
RELAX everything’s going to be fine, if there was ANY chance of collapse all the “experts” on the main collapse subreddit would be all over this. /s via realclearmarkets: “In purely technical terms, all these together are betting heavily on lower interest rates all over the world in the not-too-distant future. As they’ve come to …
