【Explosion Insider】Powell's Showdown: Goldens Stirring the Pot, Interest Rates Unchanged, Federal Reserve Watching Coldly!
Last night's speech can be described as the calmest ruthless performance, Powell's message was clear:
“I won’t take the blame; it's all up to the Goldens’ show.”
Here are the key explosive points summarized——
Inflation is not my doing; it’s the tariffs at play, whoever makes the decision takes responsibility, and I’m washing my hands of it.
Employment is stable, the economy is balanced, and inflation is manageable; for now, I will hold my ground, interest rates remain unchanged, you all can figure it out yourselves.
The long-term inflation risk is not small, but will I lower interest rates? Let’s see how the future unfolds; I’ll wait slowly to see who collapses first.
Slight negative GDP growth? Doesn’t matter; it’s just distorted data, no one cares.
Stalled negotiations? US-China standoff? Port shipping volumes plummeting? Powell: Not my concern; I only recognize the interest rate button.
Looking at the FOMC statement:
Interest rates remain unchanged, unanimously approved with 12 votes, steady as a rock.
The labor market remains strong, unemployment hasn’t changed significantly, and inflation is still relatively high.
Balance sheet reduction continues at a steady pace, neither accelerating nor halting.
The official tone has turned cold: “Uncertainty in the outlook has increased,” implying that the market should handle it on its own.
Summary: The Federal Reserve’s stance is clear—no passing the buck, no market rescue, no panic; let the Goldens stir the market, and we’ll let them pay the price!