#PowellWatch
📢 Hey folks, pay attention to this because almost no one is saying it: while everyone is focused on Powell's 'pretty speech' 🎙️, the real move is happening under the table 🕵️♂️.
👉 Since June, the FED started moving liquidity towards reverse repos at levels not seen since 2020 📉. That means they are quietly draining dollars from the market 💵🩸. But the curious thing is when they do it: just in the weeks leading up to critical macro reports 📊. Coincidence? 🤔
💡 The hidden detail: in July it leaked that at least two banks in New York 🏦 received directives to adjust collateral reserves linked to high-yield corporate debt. Translation: Powell knows there is a risk of cracks in private credit 💣 and is building a cushion before the bomb explodes 💥.
🔥 The controversial part: while they talk to you about 'soft landing' ✈️🌤️, in private meetings Powell has already mentioned the possibility of prolonged deceleration 🐢. That is not a technical recession, it is a control strategy 🧩: cooling down the economy without announcing it, to avoid unleashing panic 😨.
🚨 Watch this number: in August, the 2-year rate swaps already discount a 70% probability of aggressive cuts before December 📆✂️. Who benefits if that happens? Exactly 👉 the same ones who are currently accumulating cheap risk assets 🦈📈.
⚔️ And here comes the uncomfortable part: Powell is not fighting against inflation… he is fighting to maintain the dollar as a geopolitical weapon 💵🗽. Meanwhile, hard assets like BTC ₿ and ETH 🌐 are becoming the secret card 🃏 of several offshore funds that are already migrating liquidity without making noise 🌊.
The question that no one dares to put on the table is simple:
👉 Is Powell saving the economy 🛟… or is he preparing the ground for a massive redistribution of wealth 💰⚠️ where retail ends up last in line? 🚶♂️🚪
😏 You all decide…💣
