When Potus says things like the below, i think the market should...
Gianluca c1 bis@gianlucac1bis
21 views
Aug 29, 2025
~1 min read
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1
When Potus says things like the below, i think the market should stop worrying about what happens if Fed independence is undermined.
The market should just react, coz Fed indipendence is gone
I guess bond vigilantes are not reacting as they think Scotus is going to stop it
1/n
The market should just react, coz Fed indipendence is gone
I guess bond vigilantes are not reacting as they think Scotus is going to stop it
1/n
2
But quite frankly i dont think what Scotus is going to do is going to matter
Tariffs, Intel, Fed etc etc.
Trump is destroying american capitalism, and turnining it into a state capitalism driven by a narcissist bambino
A lot of long term damage has been done
2/n
Tariffs, Intel, Fed etc etc.
Trump is destroying american capitalism, and turnining it into a state capitalism driven by a narcissist bambino
A lot of long term damage has been done
2/n
3
Markets seem unfazed simply becouse momentum/Fomo is prevailing
As experienced people know, when momentum is based on nothing but statements, this can reverse quickly
I think Powell giving in, is wrong and when the Fed cuts in september
3/n
As experienced people know, when momentum is based on nothing but statements, this can reverse quickly
I think Powell giving in, is wrong and when the Fed cuts in september
3/n
Gianluca c1 bis@gianlucac1bis
Why i think Powell might be wrong 3d
Powell was substantially dovish today
My basic reading of Powell is:
1)Tariff inflation is most likely temporary
2) employment numbers are low (15-20K) so risk is shifting
3) we are going to adjust mon pol accordingly
1/n
Powell was substantially dovish today
My basic reading of Powell is:
1)Tariff inflation is most likely temporary
2) employment numbers are low (15-20K) so risk is shifting
3) we are going to adjust mon pol accordingly
1/n
4
There is an enormous risk that the long end debases if PCE and CPI are showing further upward trend
Equities are gonna be vunerable also if long end debase together with the inevitable slowdown of earnigs as tariffs begin to weigh on numbers
4/n
@ThManfredi @Phastidio
Equities are gonna be vunerable also if long end debase together with the inevitable slowdown of earnigs as tariffs begin to weigh on numbers
4/n
@ThManfredi @Phastidio
5
I am not sure if we get a non-linear or a slow erosion
But considering positioning, retail involvement, margin debt, valuations, i think the risk of a crash in bond and equity is not negligible in the next 20 days
i am positioned accordingly
@INArteCarloDoss @degiorgiod
5/5
But considering positioning, retail involvement, margin debt, valuations, i think the risk of a crash in bond and equity is not negligible in the next 20 days
i am positioned accordingly
@INArteCarloDoss @degiorgiod
5/5
6
@gbponz @jeuasommenulle @MarastiMattia
