This is the pivot everyone has been waiting for. Inflation in the US has fallen below 2% — right at the Fed’s target. When I see Jerome Powell on the podium and that CPI chart coming down sharply, the next step is clear to me. The pressure has eased. Policy changes are coming. That’s why markets are already front-running this moment. When inflation cools like this, rate cuts don’t stay “talk” for long. Liquidity is breathing again. Risk is waking up. This is not noise. This is the setup.