From the Desk of Anthony Pompliano The Fed Is Behind! CUT RATES NOW Before The Economy Worsens
Mar 6, 2026
They unpack a surprisingly weak February jobs report and rising unemployment. They argue the Fed is late to cut interest rates and urge immediate policy changes. They explain the Donroe Doctrine and its market ramifications. They cover market reactions to Middle East tensions and spotlight an eye‑opening chart on AI replacing white‑collar work.
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Jobs Can Mislead About Economic Strength
- Job growth is becoming a poor signal of economic strength as companies raise profits while employing fewer people.
- Anthony Pompliano argues AI and productivity gains let GDP grow even as payrolls decline, changing how we evaluate the economy.
Learn AI Tools Or Risk Job Bifurcation
- Learn to use AI tools or risk becoming replaceable at work.
- Pompliano warns white-collar roles will bifurcate into those who adopt AI and those who don't, so ramp up AI skills quickly.
Pompliano Says Fed Is Behind On Rate Cuts
- The Federal Reserve is 'behind the curve' on rate cuts according to the host.
- Pompliano contends rates should be about 100 basis points lower now to counter deflationary forces like AI and tariffs.