🤑 The Fed's balance sheet increased by $18,183,000,000 in just one week!

▪️Market expectations (Fed rate):
- PAUSE until December 2027.

▪️Miran, Fed Chair:
- Rising oil prices do not yet affect inflation expectations.
- I allow for a 1 percentage point rate cut over the year.
- I support reducing the Fed’s balance sheet, but gradually.

▪️Schmidt, Fed Chair:
- Inflation remains the main risk, possibly around 3%.
- The rise in oil prices can’t be considered a temporary factor.
- More expensive energy could also push core inflation.

▪️Musalem, Fed Chair:
- The war has increased risks to inflation and the economy.
- Base scenario – holding the rate for some time.

@Cryptoz