INTEL: Hassett says interest-rate decisions would be based on his judgment, which Trump trusts, and confirms there is room for more cuts
https://x.com/solidintel_x/status/1998402835847798888

INTEL: Hassett says there’s more fiscal room for stimulus, expects a reconciliation bill next year, and notes housing is among the priorities people want included
https://x.com/solidintel_x/status/1998407009402536129

INTEL: 🇺🇸 United States JOLTS Job Openings (Oct) $USD

Actual: 7.670M
Forecast: 7.117M
Previous: 7.227M
https://x.com/solidintel_x/status/1998407647511642225?s=20

INTEL: Zelenskiy says Ukraine and Europe are ready to present their peace plan to the U.S
https://x.com/solidintel_x/status/1998408395926503689?s=20

INTEL: China adds domestic AI chips to its procurement list, boosts Huawei and Cambricon, and expands subsidies cutting data-center energy costs by up to 50%

The move aims to cut reliance on U.S. tech despite $NVDA's export approval
https://x.com/solidintel_x/status/1998563327736426651

INTEL: Amazon will invest $35B in India and aims to create one million jobs by 2030

$AMZN
https://x.com/solidintel_x/status/1998666527021912192

INTEL: The U.S. 10-year yield has risen to 4.2%, its highest level since September 4
https://x.com/solidintel_x/status/1998679292201349538

INTEL: Upbit says that after the November Solana hack, it will keep 99% of customer assets in cold storage
https://x.com/solidintel_x/status/1998689605944590595

INTEL: BlackRock moved 2,100 $BTC ($193.9M) to Coinbase Prime
https://x.com/solidintel_x/status/1998718683842011633

INTEL: American Bitcoin, backed by Eric Trump and Donald Trump Jr., added 416 $BTC, raising its total holdings to 4,784 $BTC ($440,996,302)
https://x.com/solidintel_x/status/1998726013082386659

INTEL: Student-loan debt has reached a record $1.65 trillion
https://x.com/solidintel_x/status/1998770149256540384

INTEL: $SEI is expanding to Xiaomi’s global user base through a pre-installed app, with a new payment system in development to support future partnership growth
https://x.com/solidintel_x/status/1998771562300793234

INTEL: FED LOWERS RATES BY 25BPS TO 3.5-3.75%
https://x.com/solidintel_x/status/1998830158141120629?s=20

INTEL: Federal Reserve remarks

-Will consider the extent and timing of additional adjustments

-Governor Miran dissents in favor of a half-point cut

-Schmid and Goolsbee dissent in favor of no rate change

-Median projection maintains 25 bps of rate cuts in 2026
https://x.com/solidintel_x/status/1998831165541941572?s=20

INTEL: Powell remarks

-Outlook for employment inflation has not changed much from last meeting
-Purchase of shorter-term Treasury securities to support effective control of policy rates
-Inflation remains somewhat elevated
-Housing sector remains weak

https://x.com/solidintel_x/status/1998838517774893499?s=20

INTEL: Powell remarks

-Near term risks to inflation tilted upside
-There is no risk free policy path
-Rates are within range of plausible neutral estimates
-Monetary policy is not on a preset course
-Recent rate cuts should help stabilize labor market
https://x.com/solidintel_x/status/1998839951278886985?s=20

INTEL: Powell remarks

-Fed well-positioned to determine extent of more moves
-75bps policy rate reduction since September puts it in neutral territory
-Will get a great deal of data before January meeting
https://x.com/solidintel_x/status/1998841093698343291?s=20

INTEL: Powell remarks

-Our two goals are a bit in tension
-Everyone at table agrees inflation is too high
https://x.com/solidintel_x/status/1998841939110838701?s=20

INTEL: Powell remarks

-Effects of rate cuts so far only beginning to be coming in
-AI spending continues
-Policy decisions right now are a close call
-I could make the case for either side
-One tool can't do two things at once
-I don't think a rate hike is anyone's base case
https://x.com/solidintel_x/status/1998842914089185742?s=20

INTEL: FOMC Review Key Takeaways

The Fed delivered a hawkish cut and signaled a pause, keeping its outlook unchanged with one more cut projected in 2026.

The Fed will begin $40B in T-bill purchases on December 12, extending up to three-year notes, stressing these are reserve-management operations and not QE.


Powell’s Press Conference

Powell leaned more dovish than expected. He said the 75 bps of easing since September puts policy in neutral and allows the Fed to wait for incoming data. He described the decision as a “close call,” citing gradual labor-market cooling.

Powell added that key data will arrive before January, AI’s effects are not yet visible in labor metrics, payroll gains may be overstated by around 60k (implying slightly negative job growth since April), the labor market carries downside risks, tariffs are driving most of the inflation overshoot, and T-bill purchases may remain elevated for months

https://x.com/solidintel_x/status/1998874960157356496

INTEL: Alameda (FTX) unstaked 194,861 $SOL ($25,545,060) four hours ago

They have $SOL unlocks once per month
https://x.com/solidintel_x/status/1999043303111905691?s=20