The Stable Genius Report

• A new CEA study shows tariffs have had zero impact on inflation.
• The study indicates import prices are dropping.
• The 'Fake News' and 'Experts' were incorrect about tariffs and inflation.
• Tariffs are causing the U.S. economy to 'BOOM'.
• Many new factories, jobs, and trillions of dollars in investments are entering the U.S.
• Jerome Powell has been 'whining' about non-existent inflation and refusing to 'do the right thing'.
• Jerome Powell should cut interest rates immediately.

The post directly criticizes the Federal Reserve Chair and advocates for immediate interest rate cuts, while also asserting the significant positive economic impact of tariffs on the U.S. economy. Such strong rhetoric from a prominent political figure can influence investor sentiment regarding future monetary policy and the overall economic outlook, potentially impacting S&P 500 performance.

The post's content is focused entirely on domestic economic policy, internal critiques of economic figures and media, and the U.S. economic performance. It contains no direct or indirect references to international conflict, military actions, or geopolitical tensions that would suggest an escalation of international conflict.

• Commodities: Gold (XAU) could see upward pressure if the call for rate cuts strengthens expectations of looser monetary policy or a weaker USD. Oil (WTI) may react to broader U.S. economic optimism, implying stronger demand.
• Currencies (Forex): The explicit call for interest rate cuts could exert downward pressure on the US Dollar Index (DXY), as lower rates typically reduce a currency's attractiveness.
• Global Equities: S&P 500 and Nasdaq would likely react positively to the expectation of interest rate cuts, which can boost corporate valuations and borrowing capacity. The narrative of a U.S. 'BOOM' and significant investments could also support positive sentiment for U.S. equities.
• Fixed Income (Bonds): US 10Y and 2Y yields would likely fall if markets perceive an increased probability of near-term rate cuts by the Federal Reserve, reflecting anticipated lower borrowing costs.
• Volatility / Derivatives: The VIX might compress if the market interprets the call for rate cuts as a sign of forthcoming economic stimulus or clearer monetary policy direction, reducing perceived uncertainty.
• Crypto / Digital Assets: Bitcoin (BTC) could behave as a risk-on asset, potentially rising in line with equity markets on expectations of increased liquidity and looser monetary policy.
• Cross-Asset Correlations and Systemic Risk: The primary impact would be driven by interest rate expectations. Normal correlations (e.g., equities up, USD down, bond yields down) would likely persist. No direct signs of systemic risk or liquidity stress are indicated.
• Retail Sentiment / Market Psychology: The post's confident claims of economic prosperity ('BOOM') and clear policy advocacy (rate cuts) could reinforce positive sentiment among retail investors, potentially encouraging participation in U.S. equities or other growth-oriented assets.