POWELL: WE CAN'T TAKE STABLE INFLATION EXPECTATIONS FOR GRANTED

POWELL: TARIFF EFFECTS ON CONSUMER PRICES NOW CLEARLY VISIBLE

POWELL: CANNOT ALLOW ONE-TIME INCREASE IN PRICE LEVEL TO BE ONGOING INFLATION PROBLEM

TRADERS HAVE INCREASED THEIR BETS ON A FEDERAL RESERVE RATE CUT IN SEPTEMBER.

SUMMARY OF FED CHAIR POWELL'S SPEECH (8/22/25):

1. Shifting balance of risks "may warrant adjusting policy"

2. Suggests downside risks to employment are rising

3. Labor supply has softened in-line with demand

4. Fed abandoning flexible average inflation targeting framework

5. Can't take stable inflation expectations "for granted"

The Fed is preparing for a September rate cut.
(@TheKobeissiLetter)

BREAKING: Fed Chair Powell says the "shifting balance of risks may warrant adjusting our policy stance."

It appears Fed Chair Powell is setting the stage for a September rate cut.
(@TheKobeissiLetter)

MARKETS SEE FED CUT IN SEPTEMBER AS POWELL FLAGS RISING RISKS

Powell signaled that the balance of risks is shifting, with downside pressures on employment becoming more evident and tariff-driven price effects feeding into inflation. While stressing that stable inflation expectations cannot be taken for granted, Powell’s comments reinforced bets on a rate cut.

Kalshi data now shows 81% odds of a 25bps cut in September, versus just 11% for no move and 4% for a larger cut.
https://t.co/MTBwgpNhQU
(@WalterBloomberg)

thank you jackson hole

more profits to rotate into spot bags

ct will be talking in hindsight once again, a waste of time

that being said, time is running out

i'm not as optimistic as most in the 3-6 months left thesis

i would say 1-2 at best from now

or at least thats what im gonna play by

will not time it so much, just more of progressive selling

it has been a rewarding and great ~2 years

i will not push my luck too far

BREAKING: The S&P 500 extends its rally on rate cut expectations to +1.4% and is now less than 50 points away from crossing 6,500 for the first time in history. https://t.co/z0cHHYB92J
(@TheKobeissiLetter)

likely to keep rallying into the cut

weekend reflexivity should be good too

melt up

JUST IN: $250,000,000 worth of cryptocurrency shorts liquidated in the past 4 hours.

@WatcherGuru

was thinking why pump's buybacks aren't automated like hype or heaven

read the fine lines again and realised

it was never their plan to and its a temporary measure against competition (nothing inherently wrong, money is better invested elsewhere in bear)

without bonk, i think pump never would've done the flywheel