Loading…
Published 31 May 2026, 07:00 UTC · fetched 3 Nov 2026, 10:58 UTC
Merlijn The Trader
@MerlijnTrader
Quoting · 23 May 2026, 12:00 UTC · context given to the AI
THE FED IS ABOUT TO CUT WHILE THE ECONOMY BOOMS. 🇺🇸 New Fed Chair Kevin Warsh: AI is "structurally disinflationary." Per his WSJ op-ed. Same pattern. Different decade. 1995: Greenspan saw the productivity boom. Let the economy run hot. Cut rates anyway. Result: 7 years of risk-on. Nasdaq up 1,132%. Musk, Altman, Bezos, Druckenmiller all agree: AI is deflationary. Warsh just took the chair. June 16: his first FOMC. The next few years are going to be insane.AI is doing something most people don't understand. It makes businesses more efficient. More output. Less cost. That's deflationary. The new Fed Chair sees it. If rates fall while AI accelerates productivity... Bitcoin, stocks, and risk assets could enter a completely different phase.View original on X ↗
Deterministic: the same prices and policy always give the same result
r = 73033.03 / 73942.3 − 1 = -1.2%d × r = -1.2% (neutral only if the price is unchanged) → incorrectOnly the end-of-horizon price counts. A brief move followed by a reversal is not a success. Read the methodology
Uses only text available at publication time
Think the interpretation or outcome is wrong? Sign in with X to request a correction, so reviewers know who is asking.
Sign in to request a correction