FOMC Minutes Expose Fractured Fed; "Many" See No Tariff Inflation, "Several" Fear Disorderly Drop In Stocks | Crypto Craft

  • FOMC Minutes Expose Fractured Fed; "Many" See No Tariff Inflation, "Several" Fear Disorderly Drop In Stocks

    From zerohedge.com

    Since the last FOMC meeting (Oct 29th), gold is the best performing asset (along with the dollar) as bonds, stocks, and oil are all down notably... chart Rate-cut odds for the December meeting continued to tumble after Powell's hawkish comments (and the follow-up FedSpeak). Today saw BLS confirm no more payrolls data before the next Fed meeting and that pushed expectations even more hawkishly lower... chart As a reminder, The Fed cut rates by 25bps in the October meeting to 3.75-4.00%, with two dissenters: 1 hawkish (Schmid) and 1 dovish (Miran). Other non-voters have been out recently suggesting they did not ... (full story)

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Chancy
Nov 20, 2025 3:20am
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Quoting Schultz
Some participants commented on stretched asset valuations in financial markets, with several of these participants highlighting the possibility of a disorderly fall in equity prices, especially in the event of an abrupt reassessment of the possibilities of AI-related technology. A couple of participants cited risks associated with high levels of corporate borrowing. I don't read the word 'fear' in that quote, zerohedge. I suspect that they are being realistic about the very real possibility that the AI valuations may revert to the mean. Whether...
You're right Schultz about 'fear' in that quote. The media quite often exagerrate things to suit their own agenda. Take for example the picture in this article of Powell. It's been doctored . The contrast has been altered to give it a darkish tone.
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Schultz
Nov 20, 2025 1:52am
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Some participants commented on stretched asset valuations in financial markets, with several of these participants highlighting the possibility of a disorderly fall in equity prices, especially in the event of an abrupt reassessment of the possibilities of AI-related technology.

A couple of participants cited risks associated with high levels of corporate borrowing.

I don't read the word 'fear' in that quote, zerohedge.

I suspect that they are being realistic about the very real possibility that the AI valuations may revert to the mean. Whether that happens in an orderly or disorderly manner, nobody has any control over unless you guys pull out the Greenspan put.

I vote for disorderly. Let's go.
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Schultz
Nov 20, 2025 3:37am — Edited
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Quoting Chancy
{quote} You're right Schultz about 'fear' in that quote. The media quite often exagerrate things to suit their own agenda. Take for example the picture in this article of Powell. It's been doctored . The contrast has been altered to give it a darkish tone.
I had to take a second look at that picture because I thought it looked irregular but couldn't put my finger on it. Kinda spooky. It nearly looks like a portrait painting where the painter does effects.
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007Abbe
Nov 20, 2025 1:47am
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On the rate-cut decision, there is a hawkish bias ('Several' is less than 'many')

*FED: `SEVERAL' SAID DECEMBER CUT `COULD WELL BE' APPROPRIATE

Several participants said another cut in December “could well be appropriate in December if the economy evolved about as they expected” before the next meeting.

*FED: `MANY' SAW DECEMBER RATE CUT AS LIKELY NOT APPROPRIATE

“Many participants suggested that, under their economic outlooks, it would likely be appropriate to keep the target range unchanged for the rest of the year,” the minutes said.
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StevenD
Nov 20, 2025 9:33am
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Quoting Chancy
{quote} You're right Schultz about 'fear' in that quote. The media quite often exagerrate things to suit their own agenda. Take for example the picture in this article of Powell. It's been doctored . The contrast has been altered to give it a darkish tone.
Hold up, you're telling me Powell ISN'T standing in the middle of an exchange floor with red ambient lighting and two bald eagles flying around inside?! Say it ain't so!
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Trader#18BC
Nov 20, 2025 6:32am
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Exactly, politicians don't want gold to decrease, and with the cooperation of the wealthy, they want power to remain in their hands... They are turning fictional stories into reality.
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Trader#5014
Nov 20, 2025 6:42am
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4085 resistance level
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Trader#B34E
Nov 20, 2025 7:13am
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Just cut the rate, that will make everyone happy.
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