Thoughtful Money with Adam Taggart SPECIAL REPORT: Reaction To Today's Fed Announcement | Axel Merk + Live Q&A
14 snips
Jul 31, 2025 
Axel Merk, a renowned Fed watcher and head of Merk Family of Funds, shares his keen insights on the latest Federal Reserve announcements. He discusses the implications of keeping interest rates unchanged amidst economic uncertainty and inflation challenges. Axel highlights internal dissent within the FOMC and the impact this might have on market stability. The conversation also touches on the political dynamics influencing monetary policy and audience questions about navigating these turbulent financial waters.
AI Snips
Chapters
Transcript
Episode notes
Fed Lacks Clear Decision Process
- The Fed lacks a clear process for handling inflation amid supply shocks and economic slowdown.
- This results in waiting for excessive data before acting, which risks being late and losing market trust.
Rare Fed Dissent Highlights Divide
- Fed governors rarely dissent, making the recent two dissenters notable.
- This highlights internal disagreement on the economy's strength and policy direction.
Powell's Patience Pushes Rate Cuts Out
- Fed Chair Powell shows intellectual leadership gaps and prefers patience over rule-based actions.
- Market cut-rate expectations drop as Powell delays decisive signals amid uncertainty.