Fed policy is now secondary to Trump administration trade policy in determining market movements, as evidenced by minimal market reaction to recent FOMC meetings while Trump tariff announcements and China negotiations drive major market swings; this represents fiscal dominance where tariff policy (potentially 10-145%) has far greater impact than rate adjustments of 0.25%.
causalpending
Speaker
Lobo TigretEvidence Quote
“the Fed is playing second fiddle now. and the Fed's decisions, you know, how much difference is going to make when you're looking at 145% tariffs or 30% tariffs or 10% tariffs, you know, or bans or, you know, extra tariffs if it's steel or aluminum and all this, you know, how much does a 0.25% rate adjustment, how much difference does that make compared to this other stuff?”
Created: 8/11/2026, 6:44:11 AM
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