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- Jerome Powell's Fed meeting was initially very bullish.
- But questions revealed some concerns about tariffs and inflation.
- Powell believes someone has to pay for tariffs, which worries markets.
- He expects a significant rise in inflation soon.
- Markets briefly sold off after his inflation warnings.
- Powell said the labor market is strong, not the main concern.
- He warned that layoffs could quickly increase unemployment.
- The Fed thinks inflation might surge, but Powell is optimistic.
- Companies may absorb tariffs by lowering profits, not prices.
- This could keep revenues rising without causing consumer inflation.
- Powell sees AI as a way to boost productivity and lower inflation.
- He mentioned AI's potential to replace or augment jobs.
- Microsoft is already laying off salespeople using AI tools.
- Powell said the economy is near maximum employment.
- GDP growth is around 2.5%, with moderate inflation easing.
- The Fed expects to keep rates higher for longer.
- Summer data will be key to see how tariffs affect inflation.
- Full tariff impact data may come in September or later.
- The Fed might delay rate cuts until November or December.
- Powell is cautious about inflation but optimistic about the economy.
- The channel is preparing for swing trading with large portfolios.
- They plan to trade momentum stocks and set stop losses together.
- A new membership offers a one-time payment option.
- The focus is on stable prices and maximum employment.
- Powell warns about possible layoffs if inflation rises.
- The overall view is that tariffs won't cause lasting inflation.
- The main concern is corporate margins and potential layoffs.
- The speaker remains optimistic about the economy's resilience.
- They encourage viewers to check out their trading courses and memberships.
- Overall, Powell's comments suggest cautious optimism with some inflation risks.