BLUF: Powell’s shift in financial strategy has led to significant ripples in various investment markets, including gold, oil, and the crypto space, manifesting in a $2 trillion jump in the value of aggregate US bonds and stocks and a $4 trillion boost in world equity and bond markets within a week.
OSINT:
After Powell’s pivot, multiple markets – bonds, stocks, rate-cut expectations, gold, oil, and even cryptocurrencies – exploded, triggering significant exchange rate shifts. Resultantly, US aggregate bonds and stocks combined value experienced an incredible $2 trillion surge within mere days. The total increase since early November (the previous FOMC) stands at over $7 trillion. Furthermore, global equity and bond markets have grown by $4 trillion in a week and over $15 trillion since the November conduct by the Federal Open Market Committee (FOMC).
Factors contributing to