Macro prediction hasn't been this unanimous since Covid. Everyone is so smart:
Trump wants lower rates, but the Fed doesn't budge.
Need a recession!
Trump: let's make numbers look bad. Very bad. DOGE fires bureaucrats (unemployment UP), cancel contracts...
Turn ON and OFF tariffs to shake stock market, corporate confidence, etc.
Trump is a real Chad, doesn't even look at the stock market.
And can blame Joe Biden economy remnants for it.
Powell: Economy looks strong. No need to cut interest.
Everyone: F*****CK!!
So, everyone positioning for market to dump to buy the dip expecting a V recovery as Fed pivots.
Did I get this right?
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