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Open →Reuters (Jan 15) — Trump says he has no plan to fire Powell (still “wait and see”)
www.reuters.com
Evidence registrySource
Open →Barron’s – Treasuries erase nearly all October gains on Powell’s tone
www.barrons.com
Evidence registrySource
Open →Federal Reserve — Powell statement on subpoenas / threatened indictment (Jan 11, 2026)
www.federalreserve.gov
Evidence registrySource
Open →Reuters — Gold breaches $4,600 on safe-haven demand and Powell-Trump rift
www.reuters.com
Evidence registrySource
Open →Reuters: Fed’s Jefferson defends Powell integrity amid DOJ action (Jan 16, 2026)
www.reuters.com
Evidence registryArticle
Open →The Calm Before the Liquidity Storm
After Powell’s quiet remarks in Philadelphia about ending Quantitative Tightening (QT), subtle tremors are building across the repo and collateral markets. The system is whispering before it screams — and all signs suggest the next liquidity cycle is approach…
Liquidity, QE/QT & Collateral (💧🏦)Article
Open →Fed’s October Pivot: Liquidity Cycles, History, and the Digital Dollar Frontier
Markets now expect another 25 bps rate cut at the Fed’s Oct 28–29 meeting as unemployment rises and repo-market strains flicker. Powell signaled QT’s end is “coming into view,” Waller endorsed another cut, and Musalem said he could support one if inflation ri…
Long-Form Thesis Reports (📘🔥)