The bunch at the Federal Reserve in suits are about to put on a show again! This interest rate meeting at dawn on Thursday looks calm on the surface, but underneath, it’s all about knives and swords. Understanding king Trump’s spit is almost hitting Powell’s face, shouting for interest rate cuts, but those old foxes at the Federal Reserve are just pretending to be deaf and mute—interest rates? Same as usual!
But the real explosive news is that their own backyard is about to catch fire—Waller and Bowman, these two "insiders," are sharpening their knives, ready to jump out and sing a different tune! It’s been five years since there has been such a big stir in the Federal Reserve's decision-making body, and what’s even more frightening is that since Clinton was still dancing in the White House, we haven’t seen two "iron rice bowl" members rebel at the same time!
In ordinary years, when these two big shots bang their fists on the table asking for interest rate cuts, the market would have long celebrated with drums and firecrackers—definitely a signal for easing! Wouldn’t a rate cut at the next meeting be a done deal? But now? Ha! The old Wall Street veteran Tom Essaye sneered: "What are you pretending to be a big wolf for? Does anyone not understand?" Powell’s golden chair will be empty in May next year!
Waller and Bowman’s eyes are turning green! At this moment, jumping out to shout for interest rate cuts? Clearly, it’s like giving a secret pledge to the understanding king! Lick! Just lick! No matter if the economic data is dead or alive, I’ll lick my way to the new chair position first! What’s even more disgusting is that whether these two really care about the economy or not, the market has already treated them like clowns—"Perform! Keep performing! I’m just here to watch the monkey show!"
The irony is that Powell used to brag about how well he managed things, united like a solid iron plate! The actuary Tang Zhe from Japan slapped him in the face with data: under Powell's tenure, these people voted as uniformly as in military training! For the first time, there's a "disharmonious note," and it’s not for the country or the people, it’s about f***ing snatching official hats! The dark hands of politics have even reached into the Federal Reserve’s treasury, what independence is there to talk about? "Independence my ass! It's becoming the White House's backyard!"
The market reaction is even more extreme! On Tuesday, the stock market fell symbolically, just a little, as if the recent crazy rise needed to catch its breath. But the bond market exploded! The yield on 10-year U.S. Treasuries plummeted like a free fall, dropping nearly 9 basis points! Investors appear calm on the surface, but inside they're already boiling: waiting for this group from the Federal Reserve to finish their bickering, and worse, waiting for the employment report bomb on Friday!
The actuaries at Macquarie ominously pointed out in their report: the doves shouting that the economy is failing aren’t just talking nonsense; the American economy indeed has hidden injuries. Interest rate cuts in September? The betting table is already open! Those gamblers in the futures market are betting like crazy— the likelihood of action in September has skyrocketed over 60%, and the odds of two cuts before the end of the year have piled up to 65%!
Disgusting! Really f***ing disgusting! A bunch of technocrats who should be focused on inflation and employment have turned into actors vying for power! Major decisions affecting the people's mortgages, car loans, and savings have become stepping stones for them to climb up! What kind of situation is this?! Why are those Wall Street elites watching from the sidelines? "I saw through it long ago! A bad show!" Those dissenting votes wrapped in economic analysis are all just maggots of power!
Let me ask you: when the Federal Reserve's calculations start clattering for political ambitions, when a deadly economic tsunami actually hits, how many life-saving bullets does this central bank, whose backbone has been eaten away, have left? What kind of bullshit credit can they use to block the disaster? When the next crisis really arrives, who the hell will be the first to be minced into meat paste?! Is it the Wall Street big shots? Or old John selling hot dogs on the street?! #美联储利率决议 $BTC