المنشور

Consumers starting to spend less is something I think is worth paying attention to. When people become more careful with their money, it can be an early sign that higher rates and living costs are finally starting to bite. What makes things more complicated is that the Fed doesn’t seem to have an easy decision ahead. If consumption keeps weakening, there’s more reason to support the economy with lower rates. But if inflation is still uncomfortable, cutting too early could create another problem. Personally, I feel the market is becoming too focused on simply asking “When will the Fed cut?” I’m more interested in why they would cut. A rate cut because inflation is under control is very different from a rate cut because the economy is weakening quickly. #WeakConsumptionFedSplit $BTC