Bakit Hinihintay ang Rate Cut?
Hindi isang patakaran ang June FOMC Minutes, kundi isang statistical thriller. Ang 10 ay naghahanap ng rate cut, hindi dahil sa pagbaba ng CPI, kundi dahil sa nakatagong epekto ng tariffs sa supply chain. Ang 7 ay nananatili sa stable rates—hindi dahil sa katigasan, kundi dahil sa takot sa pagtaas ng presyo.
QuantumSatoshi
Mainit na komento (1)
So the Fed didn’t cut rates because inflation crashed… they cut them because someone forgot to turn off the tariffs? 😅 Meanwhile, 10 of 19 officials are still betting on it like it’s a DeFi lottery. I’ve seen this in Python — even my cat wrote Solidity scripts for this mess. If you think ‘neutral rate’ is real… you’re Bayesian enough to be wrong. Drop your spreadsheet and ask: Who’s gonna pay July? 🤔 (P.S. The CPI curve just whispered back: ‘It’s not me… it’s you.’)
