M2 acceleration points to more inflation.

Credit acceleration points to more inflation.

Tariffs (likely) point to more inflation over the next year.

Fiscal stimulus likely points to more inflation.

Wage growth likely points to higher prices.

The Fed has PTSD from the mistakes of Arthur Burnes and the policy flip-flopping of the 1970s that helped to produce the 2nd wave of inflation.

And you think that they're in a rush to cut, in the midst of an accelerating inflation environment with 4.2% unemployment and solid average monthly job growth over the past 1/3/6/12 months?

What happens if inflation continues to accelerate after they cut?

They hike again in 3 months?

That's the policy environment we want?

Oh good, yay, more rate volatility! That should help asset prices go higher! (not)

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