Ironically, market has priced none of above factors, for now, market only cares about debasement.
The Dollar Debasement Trade Three hawks dissented for a hike. The Treasury doubled its buyback. The market priced neither — it priced debasement. We are now seeing three independent hawks signals dissented for any foreseeable rate hikes. US Treasury doubled its buyback scale from 2B to 4B. Ironically, market has priced none of above factors, for now, market only cares about debasement. This does not constitute as any investment advice. The Dollar Story The Kansas City Fed billed 2026's Jackson Hole Symposium as a conference about payments infrastructure — stablecoins, tokenized deposits, settlement rails. Thats what they want you to believe: they are just going to have random friendly chitchat about crypto mumbo jumbo. Global traders are expecting something else. We are still nearly month away the upcoming September 16 FOMC meeting, but we already seeing the most divided & hawk
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