Powell didn’t hold back this time: the Fed looks increasingly driven by Trump’s politics. A more dovish central bank, ready to cut rates even if the data suggest otherwise. The result? Lower rates, a stronger dollar, and markets on the move.
Right now the mood feels like a melt-up — sudden rally, renewed confidence, dovish central banks, and global growth trying to sync up. But the Fed’s dot plot shows the contradiction: higher growth, lower unemployment, hotter inflation… yet more cuts on the way.
Next week will be key with PMI, PCE and GDP on deck. Numbers that could quickly bring markets back to reality. Hot inflation or weaker growth might be enough to spark a pullback.... Show More
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