đš WARSH JUST SAID SOMETHING MOST TRADERS MISSED â THIS MATTERS
Guys, everyone is focusing on Warsh's inflation comments, but this part deserves attention.
Warsh said:
"We should not indulge a regime in which market participants are looking primarily to the Fed for their next trade."
What does he actually mean?
Warsh wants traders to stop treating every Fed speech as a guaranteed signal for the next rate move. Instead, markets should watch Treasury yields, the dollar, credit conditions, commodities and actual economic data and form their own expectations.
That's why another line matters:
"I stand here today committed to a discipline, not to a decision."
So yes, Warsh was hawkish on inflation, but he did not announce a September hike or give a fixed rate path.
One important note
Don't mistake this underrated detail for a bullish signal today.
The immediate macro reaction is still bearish: yields jumped after the speech, rate-hike expectations increased, and both crypto and high-beta tech remain under pressure.
So for BTC, I don't want to trade simply because this quote sounds less hawkish.
My focus is still the actual price reaction, not one headline.
And guys, after this you definitely need to follow me because that's exactly what I do here: proper research, data-backed analysis and configurations instead of random calls.
And sorry guys I couldn't cover enough configurations today. My full focus was Jackson Hole and Warsh's speech.
But today I'll cover 2 configurations, so definitely follow and stay tuned. $BTC $TRUMP $XRP
Guys, everyone is focusing on Warsh's inflation comments, but this part deserves attention.
Warsh said:
"We should not indulge a regime in which market participants are looking primarily to the Fed for their next trade."
What does he actually mean?
Warsh wants traders to stop treating every Fed speech as a guaranteed signal for the next rate move. Instead, markets should watch Treasury yields, the dollar, credit conditions, commodities and actual economic data and form their own expectations.
That's why another line matters:
"I stand here today committed to a discipline, not to a decision."
So yes, Warsh was hawkish on inflation, but he did not announce a September hike or give a fixed rate path.
One important note
Don't mistake this underrated detail for a bullish signal today.
The immediate macro reaction is still bearish: yields jumped after the speech, rate-hike expectations increased, and both crypto and high-beta tech remain under pressure.
So for BTC, I don't want to trade simply because this quote sounds less hawkish.
My focus is still the actual price reaction, not one headline.
And guys, after this you definitely need to follow me because that's exactly what I do here: proper research, data-backed analysis and configurations instead of random calls.
And sorry guys I couldn't cover enough configurations today. My full focus was Jackson Hole and Warsh's speech.
But today I'll cover 2 configurations, so definitely follow and stay tuned. $BTC $TRUMP $XRP
