When the U.S. Treasury Secretary openly says the Fed went too far — that’s a signal the market cannot ignore. Chris Bessent just confirmed what many suspected: the era of tight monetary policy is ending, and a new cycle is beginning.

🔑 What Bessent Said:

• Fed mistake. Rates stayed too high for too long.
• Pivot incoming. He called for 100–150 bps in cuts.
• Powell’s weakness. No target, softer rhetoric — signs of retreat.
• Labor market cracks. Data revisions show the “jobs boom” was overstated.
• Artificial Intelligence. Treasury is preparing a plan for workers at risk of being replaced by tech.
• Geopolitics. New rounds of U.S.–China talks are set for October/November, while shutdown risk looms next week.

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📊 Why It Matters for Investors

• Bonds. U.S. yields likely to roll over — time to position early.
• Dollar. Easing = weaker USD, stronger gold & Bitcoin.
• Equities. Liquidity flows back: tech, AI, and growth stocks benefit.
• Crypto. Historically, Bitcoin rallies when the Fed eases.
• Macro. AI + monetary easing + renewed U.S.–China talks = a perfect storm for capital rotation.

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💬 Bottom line:
The U.S. just admitted the obvious — “higher for longer” has failed.
We are entering a new liquidity cycle. For investors, this is the window: position before the wave hits.

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With experience and realism,
George Zimmerman
Your broker & market partner