🚨 Markets are waiting for rate cuts, but a Federal Reserve governor throws cold water: the 2% inflation target is getting harder to hit on time
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📊 The latest remarks from Fed governor Michael Barr: the outlook for inflation returning to the 2% target "is still unclear," and the risk of missing the goal has risen; he also said the Fed has in fact already been forced to "deviate" from 2%, and the timing for returning to target remains uncertain.
🔥 More importantly, it’s the direction he’s pointing to: inflation-target risks are rising, while risks in the labor market are falling. He said monetary policy needs to be recalibrated, and the baseline scenario is that adjustments will need to continue for a while. In other words, the easing the market is hoping for isn’t coming that quickly.
📌 He also provided a bit of background: he set U.S. economic growth in the first half at around 2% and expects a "slight rebound" in the second half—so the economy isn’t weak. That removes another reason to rush into rate cuts.
💡 What really matters isn’t the wording of his one speech, but that the balance of risks is shifting: the scale is getting heavier on inflation and lighter on employment. The Fed’s focus is moving back toward inflation.
⚠️ Cold shower: don’t treat a single sentence as a clear direction. Barr also mentioned that AI is both boosting and clouding the economy. As for whether AI will push up the neutral rate, his answer was: "too early to draw conclusions." In other words, he left markets with ambiguity—not a clear roadmap.
👀 One camp says this is a hawkish signal and that rate cuts will have to be delayed further; the other says it’s just routine messaging—don’t read too much into it. Which side are you on? Vote in the comments below 👇
Click the avatar to watch the live stream + join the Jiujiu chat group to get daily strategies 🚀
#美联储 #比特币 #RateCut
Group: 点击进入玖玖的粉丝群
📊 The latest remarks from Fed governor Michael Barr: the outlook for inflation returning to the 2% target "is still unclear," and the risk of missing the goal has risen; he also said the Fed has in fact already been forced to "deviate" from 2%, and the timing for returning to target remains uncertain.
🔥 More importantly, it’s the direction he’s pointing to: inflation-target risks are rising, while risks in the labor market are falling. He said monetary policy needs to be recalibrated, and the baseline scenario is that adjustments will need to continue for a while. In other words, the easing the market is hoping for isn’t coming that quickly.
📌 He also provided a bit of background: he set U.S. economic growth in the first half at around 2% and expects a "slight rebound" in the second half—so the economy isn’t weak. That removes another reason to rush into rate cuts.
💡 What really matters isn’t the wording of his one speech, but that the balance of risks is shifting: the scale is getting heavier on inflation and lighter on employment. The Fed’s focus is moving back toward inflation.
⚠️ Cold shower: don’t treat a single sentence as a clear direction. Barr also mentioned that AI is both boosting and clouding the economy. As for whether AI will push up the neutral rate, his answer was: "too early to draw conclusions." In other words, he left markets with ambiguity—not a clear roadmap.
👀 One camp says this is a hawkish signal and that rate cuts will have to be delayed further; the other says it’s just routine messaging—don’t read too much into it. Which side are you on? Vote in the comments below 👇
Click the avatar to watch the live stream + join the Jiujiu chat group to get daily strategies 🚀
#美联储 #比特币 #RateCut
