Edward Piotrowski

[Edward Piotrowski @EdwardPiotrows1]

Federal Reserve keeps rates on hold; Chair Kevin Warsh initiates task forces to review communications and balance sheet policy, maintaining the 2% inflation target. 📉🏦 https://t.co/E0XEpuu5iU

[Edward Piotrowski @EdwardPiotrows1]

https://t.co/okw9ez4Bw4

[Edward Piotrowski @EdwardPiotrows1]

https://t.co/gY0cqOId2C

[Edward Piotrowski @EdwardPiotrows1]

https://t.co/UpodnPTYCv

[Financial Times @FT]

How could Andy Burnham become UK prime minister? https://t.co/4u3nj0GDKe

[Trish Regan @trish_regan]

BREAKING: Trump's Pentagon Just NUKED NATO — Italy’s Meloni LOSING U.S. Troops & Cash?!

Join Me LIVE!
https://t.co/m0VeLFZ3Kf

[Miles Franklin Precious Metals @MilesFranklinCo]

He Lived Through 1987, 2000, 2008 & COVID – He’s Most Concerned Now, Here’s Why https://t.co/ut9rZdtwNK

[Annmarie Hordern @annmarie]

“The Markets are loving what is happening with Oil Prices way down, and Stocks way up. We expect a complete Ceasefire on all fronts, including Lebanon, Hezbollah, and Israel.”

[CNBC @CNBC]

SpaceX shares to more than double to above $400, says research firm https://t.co/frn0YTdgEM

[Margo Martin @MargoMartin47]

.@VP announces 12.5 million barrels of oil traversed the Strait of Hormuz last night

[Amena Bakr @Amena__Bakr]

The risks behind the Iran-US breakthrough https://t.co/ZE8MPQOYcA #OOTT #US #IranWar‌

[CNBC @CNBC]

Here are the odds of SpaceX becoming the world's most valuable company https://t.co/zC4HUHGb0Z

[Edward Piotrowski @EdwardPiotrows7]

🚨 Strait of Hormuz reopening could release 93 million barrels of oil, pressuring Middle Eastern crude prices as Asian refiners prepare for increased supply amid reduced demand. https://t.co/UKSpZry61D

[Annmarie Hordern @annmarie]

Iran's president publishes the text of the MOU with the US

[Edward Piotrowski @EdwardPiotrows7]

@annmarie Wait and See 🤔

[Edward Piotrowski @EdwardPiotrows1]

https://t.co/VKTWDaREuW

[Gracy Chen @Bitget @GracyBitget]

One thing I found especially interesting about this FOMC was not just the rate outlook, but how Kevin Warsh seems to be changing the way the Fed talks to markets.

The policy statement was cut to roughly 130 words, around 60% shorter than the previous one. A lot of the language markets normally use to guess the Fed’s next move was simply removed.

Warsh also did not submit his own dot-plot forecast.

So while the dots turned more hawkish, we still do not know where the Chair himself thinks rates should be by year-end.

His approach seems quite clear: explain today’s decision, but avoid promising what comes next.

With fewer signals from the Fed, every CPI report, jobs number, wage print, and even a small wording change could trigger a much bigger repricing.

That is something worth watching across assets:

➡️ A higher-for-longer rate environment could continue to support the USD
➡️ High-valuation tech, small caps, and highly leveraged companies may remain more sensitive
➡️ Gold could stay caught between higher real yields and demand for inflation or geopolitical hedging
➡️ Bitcoin and crypto may react even more strongly to dollar liquidity, rates, and broader risk appetite

For AI stocks, I am watching two signals in particular:
➡️ whether revenue growth starts slowing
➡️ whether CapEx on data centers, chips, factories, and infrastructure begins to cool.

My main takeaway is that the biggest shift under Warsh may not only be a more hawkish Fed.

It may be a market with fewer hints, more dependence on incoming data, and bigger swings whenever expectations change.

[Edward Piotrowski @EdwardPiotrows1]

@GracyBitget Kevin is learning 🤔

[CNBC @CNBC]

Trump’s Iran deal delivers key gains for Tehran, testing Washington’s red lines https://t.co/FctF8PnPUx

[Edward Piotrowski @EdwardPiotrows1]

@CNBC Wait and See 🤔