Powell’s hawks got slapped in the face again. Bloomberg ETF analyst Eric Balchunas went straight at them: the U.S. government’s interest expense is almost exploding, and you’re still talking about raising rates? That’s pure nonsense.
The interest bill keeps snowballing until the fiscal side can’t take it anymore. If they keep pushing hawkishly, just watch—U.S. Treasuries will break first. Risk assets may get hammered in the short term, but in the medium term, liquidity expectations are quietly turning warmer. Don’t chase selling based on emotion.
$BTC $ETH #美联储 #Macro
The interest bill keeps snowballing until the fiscal side can’t take it anymore. If they keep pushing hawkishly, just watch—U.S. Treasuries will break first. Risk assets may get hammered in the short term, but in the medium term, liquidity expectations are quietly turning warmer. Don’t chase selling based on emotion.
$BTC $ETH #美联储 #Macro
