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Personally, I think rates are going to go down under Warsh. He is a supply-side guy, and has the opinion that AI productivity will be deflationary. Therfore, there's room to drop intrest rates. I don't think Trump would have nominated him if he didn't want lower rates.
I don't know how long it will take the market to come to the same conclusion, but I think people were expecting QE again, and Warsh was really opposed to it. Also, it looks like we dodged another government shutdown, so we may have a green Monday anyhow.
Ehh I’m skeptical. Bitcoin is still going down which tells me liquidity is still being sucked out of the system.
There's definitely liquidity issues. I actually still think the fed is going to have to print regardless of who is in charge. My guess is still early to mid Q2 the printers turn on, but I'm almost definitely wrong lol. I don't make great predictions, even if I have a reason behind them.
Yeah that sounds logical but it all depends the data according to the fed !
Yeah I agree. If AI boom starts to soften the data will show a ton of weakness. Which could give more reason for the Fed to cut the rate