Don’t get hung up only on interest rate cuts …
The real game-changer is the pivot from QT → QE
Why that matters:
Rate cuts are reactive — they respond to weak growth or disinflation.
But shifting from quantitative tightening (QT) to quantitative easing (QE) signals a deeper reversal in monetary policy — more liquidity, looser financial conditions, and renewed risk appetite.
For crypto and markets, that kind of pivot can turbocharge flows into risk assets.
Stay alert to central bank balance sheet moves, bond roll-offs, and signals of reinvestment.
When QT ends and QE returns, it’s not just a tweak — it’s a structural reset.
#PCEInflationWatch
