The Fed interest rate cut has arrived, and it will add treasury bonds to keep short-term liquidity high in the market. The slowdown in the labor market continues, which is said to be the most important factor in continuing interest rate cuts and transitioning to monetary easing. There is no change in the game plan. Instead of a full official QE, or monetary easing, they are making a soft transition with liquidity support. A negative period begins for the dollar, while all other assets are positive. The dollar printers are continuing to operate slowly but surely, and will accelerate even more in 2026…
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The Fed interest rate cut has arrived, and it will add treasury bonds to keep short-term liquidity high in the market. The slowdown in the labor market continues, which is said to be the most important factor in continuing interest rate cuts and transitioning to monetary easing. There is no change in the game plan. Instead of a full official QE, or monetary easing, they are making a soft transition with liquidity support. A negative period begins for the dollar, while all other assets are positive. The dollar printers are continuing to operate slowly but surely, and will accelerate even more in 2026…