The Fed's "Iron Lady" has flipped the table! If there is no point shaving in September, it will disrupt the scene, and behind it all are bloody ledgers!



Listen up! That lady named Bowman inside the Fed has completely stopped pretending! All that talk about "gradual adjustments" and "data dependence" is nonsense! She directly decided: this year, the economy must be given three doses of "life-saving water," with September being the first one, and whoever tries to stop it will face the consequences! This is not some mild suggestion; it's an ultimatum aimed at those old men in the Fed who are still hesitating!

Why the rush? Feeling anxious, huh! Look at those employment data, over 70,000 new jobs squeezed out in July? Not even enough to fill the gaps! What's worse, the data from the previous two months was slashed by 260,000! This is not a "cooling down", this is TM jumping straight into an ice hole! The unemployment rate just slightly nudged up, 4.2%? Bowman knows the score: if they don't lower interest rates while holding their ground, the job market is going to need to be sent straight to the ICU, and when the time comes to save it? The cost will be peeling off a layer of skin!

Inflation? Don't use inflation as a shield to scare people! Sister Powell fired back directly: Those who keep shouting that tariffs are driving up prices, take a break! It's all just noise, sounds loud, but can't hurt a muscle or bone! In her eyes, the small sparks of inflation are almost extinguishing themselves, but on the employment market side, the flames are almost reaching the ceiling! Is the Fed still spraying a fire extinguisher at a corner with no fire? Are they out of their minds? It's time to turn around and put out the fire!

Do you think Bowman is the only vanguard? Wrong! That guy Waller has long been in cahoots with her. What's even more disturbing is that this week, everyone from Daly in San Francisco, Kashkari in Minneapolis, to the board member Cook, has been scared stiff by the bloody employment data, with anxiety evident in their words! See that? The wall of "stubbornly maintaining high interest rates" within the Fed is being chipped away by Bowman leading the charge! The calls for rate cuts are no longer just background noise; they're quickly becoming the main theme!

But this sister's cannon is not just aimed at the interest rates! She turned around and blasted the Fed's own shabby rules of "tailoring the menu to the guests"!

Think about July, the Fed folks gathered around the big banks on Wall Street for a small meeting, discussing how to "lighten the load" for the giants, like relaxing capital requirements and reforming stress tests, serving them thoroughly. But turning to look at the real economic "capillaries" — those community banks rooted in small towns, serving the locals? Pff! Not a care from grandma, not a love from uncle, being forced to use rules designed for aircraft carriers to operate small boats! Pure nonsense!

Bowman really knows the business! She used to work at a community bank and knows how frustrating it is for these young brothers! The "community bank leverage ratio" was specifically designed for them, intending to simplify the rules, but what happened? It became a decoration, with very few people using it! Why? The rules are designed poorly and are simply unusable! She directly stated: On October 9th, I will personally organize a meeting to do one thing - to ease the restrictions on community banks! The rules must be reshaped to completely free them from those burdensome and totally unsuitable demands!

This is so ironic! The crocodiles of Wall Street are bathing in the warm water of regulation, feeling comfortable. Meanwhile, the community banks that truly support the economies of countless small towns in America, providing emergency funds to small business owners and offering mortgages and auto loans to the public, are struggling to survive under the heavy burden of red tape! Bowman shouted out: "Is there anyone who cares about the survival of these honest people?!"

Baumann's two fires, one burns towards the interest rate deadlock, and the other burns towards regulatory injustice, directly tearing the "unity and stability" window paper of the Fed to shreds! This is not a policy discussion at all; this is a comprehensive war launched by a "rebellious general" who knows the inside story! On one side is the urgent risk of economic recession, and on the other side is the deeply entrenched double standards of the financial system. The Fed is cornered; it must either take decisive action or wait to be slapped awake by reality!

The biggest mystery now is: with Sister Bao being so formidable, can she really succeed in forcing the palace to open the taps in September, or will she be jointly taken down by those old foxes with vested interests? Is the little bit of reform space that she fought for with her life for community banks enough to fill the regulatory "moat" that Wall Street giants have been digging for decades? What do you think, is this grand show a thrilling reform, or just another case of a lot of noise but little action?
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