From the Desk of Anthony Pompliano The Fed Is In Crisis Over Rate Cuts
Nov 24, 2025
There's a heated divide within the Federal Reserve over impending rate cuts, with some advocating for aggressive action while others fear inflation consequences. A critique of the Fed's post-2008 policies reveals the economic toll taken over the years. A provocative proposal updates the poverty line to a staggering $140,000, highlighting affordability challenges. Meanwhile, Bitcoin investors are on edge as recent price drops prompt questions about market sentiment and whether a bottom is near.
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Fed Splits Reveal Bigger Policy Strain
- The Federal Reserve shows rare internal fractures with multiple governors publicly dissenting.
- Anthony Pompliano argues this division signals deeper complexity in policy choices and weakening consensus.
Hoenig's Lone Dissent During QE Era
- Pompliano recounts Thomas Hoenig's lone dissents after the 2007 recession.
- Hoenig warned that easy-money policies and QE reshaped the U.S. economy for the worse.
December Cut Looks Probable — But Not Certain
- Market odds and analysts suggest a December rate cut is likely and the Fed is nearly evenly split.
- Pompliano warns outcomes can change before the December 10th vote as data and sentiment evolve.
