📊 Trump sees 20% growth — a feat managed only once since WWII.
He wants the Fed to hold off on rate hikes even with inflation above 2%. That’s a direct challenge to Fed independence — and markets are listening.
🔹 20% real growth is impossible — potential is near 2%. No rate hikes with inflation above target means overheating.
🔹 Higher long-term yields as markets price a policy error. The curve steepens, hitting rate-sensitive sectors.
🔹 Equities may rally first, but a delayed Fed makes the eventual correction deeper.
🔹 Watch Fed speeches and CPI. If they blink, the curve steepens fast.
💡 Treat the 20% as theatre — the real risk is Fed credibility, not growth.
──────────
📎 Read original
💰 FinCryptoDaily
August 31, 2026 245
