đš Fed Chair Warsh ka Jackson Hole message markets ke liye utna dovish nahi tha jitna investors expect kar rahe thay.
Inflation peak levels se kaafi cool hui hai, lekin abhi bhi Fed ke 2% target se comfortably door hai. Services inflation, wages aur shelter costs abhi bhi sticky hain.
Dusri taraf US economy bhi weak nahi lag rahi. Consumer spending stable hai, labor market resilient hai aur business investment mein bhi strength nazar aa rahi hai.
Isi liye Fed ke paas rates jaldi cut karne ki koi strong reason nahi hai. Warsh ne ye possibility bhi highlight ki ke agar inflation improve nahi hoti to rates ko aur restrictive rakhna pad sakta hai.
đ Simple takeaway:
Fast rate cuts ki expectations ko rethink karna hoga.
Agar inflation sticky rehti hai aur economy strong rehti hai, to Fed ârescue modeâ mein nahi jayega â markets ko easing se pehle aur confirmation chahiye hogi.
For crypto & risk assets, this could mean more volatility ahead. đ
Don't fight the Fed. Watch the data. đ
Inflation peak levels se kaafi cool hui hai, lekin abhi bhi Fed ke 2% target se comfortably door hai. Services inflation, wages aur shelter costs abhi bhi sticky hain.
Dusri taraf US economy bhi weak nahi lag rahi. Consumer spending stable hai, labor market resilient hai aur business investment mein bhi strength nazar aa rahi hai.
Isi liye Fed ke paas rates jaldi cut karne ki koi strong reason nahi hai. Warsh ne ye possibility bhi highlight ki ke agar inflation improve nahi hoti to rates ko aur restrictive rakhna pad sakta hai.
đ Simple takeaway:
Fast rate cuts ki expectations ko rethink karna hoga.
Agar inflation sticky rehti hai aur economy strong rehti hai, to Fed ârescue modeâ mein nahi jayega â markets ko easing se pehle aur confirmation chahiye hogi.
For crypto & risk assets, this could mean more volatility ahead. đ
Don't fight the Fed. Watch the data. đ