🤑 FRB Balance increased by $11,027,000,000 in one week!

▪️Market expectations (FRB rate):
- Rate hike in September 2026.

▪️Reuters:
- Kevin Warsh focused on fighting inflation and practically refused traditional signals about future FRB DCP.
- 9 out of 19 FRB members now allow at least one rate hike by the end of the year.

▪️Financial Times:
- Kevin Warsh refused to publish his own rate forecast in the "dot plot".
- The new FRB head is intentionally reducing the volume of forecasts and signals to the market.
- His style is compared to the Alan Greenspan era: fewer promises, more uncertainty.

▪️JPMorgan:
- "Dot plot" showed an increase in the number of FRB members expecting a higher rate in 2026-2027.