From the Desk of Anthony Pompliano The MONEY PRINTER Is Back! Powell Just Primed Markets For HIGHER
8 snips
Dec 10, 2025 Jerome Powell's latest decisions are priming financial markets for growth, causing a stir among investors. The Fed's new bond purchases and rate cuts signal fresh liquidity, potentially boosting asset values. Despite fears of a 'vibecession', America's GDP continues to soar, driven by AI investments. The show contrasts the booming corporate landscape with the struggles of small businesses. Interestingly, statistics suggest that investing at all-time highs historically yields better outcomes. Gen Z's unique investing trends and the impact of parental cash gifts on homeownership add further intrigue.
AI Snips
Chapters
Transcript
Episode notes
Fed Reintroduces Cheap Money
- Jerome Powell cut rates and restarted Treasury purchases, effectively bringing QE back into the market.
- Anthony Pompliano argues this fresh liquidity will push asset prices higher in the months ahead.
Powell Frames A Delicate Tradeoff
- Powell cited cooler labor markets and elevated inflation to justify a 25bps cut and balanced approach to the dual mandate.
- The Fed emphasized risks to employment rising while near-term inflation risks tilt upward, creating policy tension.
AI Is Powering GDP Strength
- U.S. GDP grew strongly and Atlanta Fed estimates suggest continued robust Q3 growth.
- Pompliano credits much of the strength to AI-driven capital spending lifting overall economic figures.