WEALTHSTEADING Podcast investing retirement money stock market & wealth Don’t Fight the Trump FRIENDLY Federal Reserve 251208
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Dec 8, 2025 Discover the intriguing shift in the Federal Reserve's dynamics influenced by a non-consecutive Trump term. With predictions of a likely rate cut and a new market outlook, the discussion highlights how recent easing measures can bolster treasury demand. Delve into the impact of potential new Fed appointees and their ideological stances on monetary policy. John emphasizes personal responsibility in wealth creation over blaming the Fed, fostering a pro-growth environment. This episode is a timely exploration of politics and economics colliding.
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Fed Likely To Be Trump-Friendly In 2026
- John Pagliano argues the incoming 2026 Fed will be very Trump-friendly due to timing and appointments.
- He expects easier monetary policy and accommodation into 2026 and beyond.
Consider Buying As Fed Eases
- John says don't fight the Fed and recommends buying into the market as the Fed eases.
- He personally is 100% invested and is adding new money to the market now.
Balance Sheet Actions Are Loosening Policy
- The Fed has stopped quantitative tightening and will repurchase maturing bonds, effectively adding liquidity monthly.
- Pagliano estimates $50–$100 billion per month back into the system, which is loosening monetary conditions.