@blackskirt.base.eth
Powell signaled a dovish turn to support low-income households.
→ The Fed may restart QE, buying Treasuries and expanding M2 again.
Key risks:
Government shutdown, Russia–Ukraine tensions, Gaza conflict.
Earnings:
Google Cloud +30% (AI boost)
Meta & Microsoft strong but heavy CAPEX spooked markets.
AI growth continues, liquidity is coming back.