#美联储重启降息步伐 Don’t count on the era where “data speaks for itself” anymore. When it comes to rate cuts, no one cares how the CPI moves.

You think the central bank is watching economic indicators? Too naive. The real timeline is locked to the election cycle. Once a certain outcome is settled, interest rate policy will suddenly “just happen” to need an adjustment—not because the economy needs a rescue, but because the power game needs ammunition.

I made good money buying the dip in 2018, and got burned in March 2020. But this cycle is different—the rules are being played out in the open, yet you’re still numbing yourself with that textbook “fundamental analysis” approach?

Let’s do the math: US national debt has surpassed $90 trillion, and just the interest payments are eating up 40% of the federal budget. At the same time, look at the insane pace of stock buybacks. In this structure, not cutting rates? The fiscal situation would explode. They have no choice.

So don’t foolishly wait for some sudden PCE data collapse. Even if inflation surges to 8%, if a rate cut is needed, it’s coming anyway. This was never about monetary policy—it’s a political survival tool.

Still in cash waiting to buy the bottom? Be careful—what you’re waiting for might not be a golden dip, but the last shakeout before liftoff.

$BTC $ETH