Inflation or Deflation?

PawsAndProfits
08-15

Disclaimer: Nothing I say or post should be considered financial advice. Please do your own due diligence before making any investment decisions.

So will the constant pressure of inflation force the hands of the fed to make an adjustment to interest rates before end of 2026? Or will they find strategies to ease investors on inflationary risks? Let’s see how this plays out.[Cool] 

@PawsAndProfits - Specialist in combining FA and TA for Options selling and Swing trading.[666] 

Modified in.08-15
Treasury Doubles Buyback Size — So Why Is the Bond Market Still Unimpressed?
Bessent doubled the per-operation buyback cap from $2bn to at least $4bn, with room to go further, and the 30-year briefly fell almost 10bp. It didn't hold: traders went back to what buybacks can't fix — deficits, inflation, term premium. The S&P 500 −0.87%, the Dow about 600 points lower. Next week's Jackson Hole, Warsh's debut as Chair, is now the pricing event for rates, the dollar and everything rate-sensitive. Stay long tech, rotate into rate-sensitive assets, or wait for Warsh's tone?
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Comments

  • AbnerKeppel
    08-15
    AbnerKeppel
    Just reviewed the last three FOMC minutes, my model still says sticky inflation delays cuts. Do they really have room to ease without growth cracking first?
    • PawsAndProfits: 
      Hmm good insight. Let’s see how it plays out towards September.
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