POWELL | Key #FOMC Takeaways!!!🚨
No one at the Fed is even considering rate hikes — that option is basically gone.
Inflation is still higher than ideal, with core inflation around 3%.
But most of that extra inflation is coming from tariffs, not strong consumer demand.
If you strip tariffs out, core inflation is only a bit above the Fed’s 2% target.
Tariffs cause a one-time jump in prices, not ongoing inflation.
That tariff-related inflation is expected to peak and then fade by mid-2026.
If inflation continues to cool, the Fed would have room to start easing policy.
Powell openly warned that the U.S. debt trajectory isn’t sustainable.
For now, policy is seen as “about right,” with decisions made meeting by meeting.
The Fed isn’t placing much importance on gold’s recent price surge.
For now, policy stays unchanged and decisions will be made meeting by meeting. The overall tone signals patience and openness to easing, alongside a warning that U.S. debt remains a long-term risk.
