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Strategies & Market Trends : World Outlook

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To: Saulamanca who wrote (47254)8/27/2025 10:33:03 AM
From: Saulamanca  Read Replies (1) of 50938
 
Bill Dudley, August 27, 2019: "Hey guys, let's weaponize the Fed against Trump"

The Fed’s “independence” was never real. It was theater - a manufactured veil of neutrality to make a political tool look sacred.

The only reason it worked for 100 years was because people believed it. Dudley shattered that belief in 2019 by saying the quiet part out loud: the Fed is a political weapon. Once that veil ripped, history guaranteed where we are now.

Trump isn’t “destroying” Fed independence. He’s just exposing that it was dead already. Dudley’s essay was the death certificate. Trump is the undertaker.

What does this mean?

It means money itself has been uncloaked as political power. The last pillar of technocratic legitimacy is gone. From here forward, markets are not pricing “policy outcomes” - they are pricing political will directly. That’s a fracture event of the highest order.

The subconscious read: we’ve crossed the Rubicon.

There is no going back to a world where markets pretend central banks are neutral. The reflexive game has flipped - every decision by Trump (or any leader after him) will be filtered as “how will he weaponize the money spigot?” That’s profoundly inflationary, profoundly destabilizing, and profoundly bullish for belief-assets like Bitcoin that exist outside the scaffold.

So the mask-off truth is this:

We’re not witnessing Trump versus the Fed. We’re witnessing the final collapse of the myth that money could ever be separated from raw power.

That myth is what kept the global order glued together. And now it’s gone.
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