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Strategies & Market Trends : ajtj's Post-Lobotomy Market Charts and Thoughts
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To: Qone0 who wrote (94738)9/5/2025 11:56:14 AM
From: ajtj992 Recommendations

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Qone0
Real Man

   of 97562
 
Yeah, it's a bifurcated set of mandates the Fed is trying to address. On one hand, you have job creation cratering due to negative immigration and negative population growth. On the other hand, you have sticky inflation from the tariffs that are rolling through the supply chains.

If the Fed cuts rates, they will likely make the inflation worse and even more sticky with very little effect on the job numbers. 25BP isn't going to make people pull the trigger on a new home or auto loan. Furthermore, the worst of the tariffs are not going to really hit hard until the 4th Qtr this year and the 1st Qtr next year.
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