They can keep the whole thing afloat as long as they’d like The release valve is just the currency.
Inflation is running at 3%-5%
…and there's a 100% probability that the Fed cuts at least 25bps in ten days
As if that wasn't bad enough, there's a 11% probability they do a jumbo 50bps cut https://t.co/k3vBVmAGsJ pic.twitter.com/j1veGXC41y
— Robert (infra 🏛️⌛️) (@infraa_) September 7, 2025
Yep exactly. People hate to hear this, but they can keep the whole thing afloat as long as they'd like
The release valve is just the currencyhttps://t.co/13PSL8JYnV
— Robert (infra 🏛️⌛️) (@infraa_) September 7, 2025
Every rate cut buys short-term calm but guarantees longer-term chaos. The Fed is playing with fire and the fallout will be global.
If we get this many rate cuts the market will be lower next year. https://t.co/gvNi2Je5UZ
— QE Infinity (@StealthQE4) September 8, 2025
The bond market is now pricing in 3 rate cuts by year-end and 3 more cuts in 2026. That would bring the Fed Funds Rate down to 2.83%. After a brief hiatus, easy money is back. pic.twitter.com/GzY6zsDn3W
— Charlie Bilello (@charliebilello) September 8, 2025