US CPI just printed 1.99%. That’s below the Fed’s line. When I look at that Truflation panel sliding under 2% and see Jerome Powell at the podium, the message is clear. The pressure valve just opened.
When inflation falls this fast, the playbook changes. Rates stop being a weapon and start becoming a lever. Markets know it. Liquidity knows it. This isn’t talk anymore. This is the setup for the next move.
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Breaking: Inflation just cracked.
US CPI just printed 1.99%. That’s below the Fed’s line.
When I look at that Truflation panel sliding under 2% and see Jerome Powell at the podium, the message is clear. The pressure valve just opened.
When inflation falls this fast, the playbook changes. Rates stop being a weapon and start becoming a lever. Markets know it. Liquidity knows it.
This isn’t talk anymore. This is the setup for the next move.
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