EPISODE · Dec 11, 2025 · 47 MIN
Fed Restarts Not-QE Already, Market Punishes Oracle Capex
from Nobody Special Finance · host Nobody Special Finance
I don't care what you call it, The Federal Reserve is printing money again. Yesterday chairman Powell announced the central bank would buy up to $40B per month of short term US treasuries in order to maintain ample bank reserves. Plain English: BRRR. Elsewhere something extraordinary just changed with Oracle's earnings. The market is suddenly punishing increases in AI Capex, where previously it was an automatic green candle.Support the Channel on Patreon Support the Channel by Buying Me a Coffee Subscribe to Nobody Special on YouTubeFollow Nobody Special on X(twitter)
What this episode covers
I don't care what you call it, The Federal Reserve is printing money again. Yesterday chairman Powell announced the central bank would buy up to $40B per month of short term US treasuries in order to maintain ample bank reserves. Plain English: BRRR. Elsewhere something extraordinary just changed with Oracle's earnings. The market is suddenly punishing increases in AI Capex, where previously it was an automatic green candle.Support the Channel on Patreon Support the Channel by Buying Me a Coffee Subscribe to Nobody Special on YouTubeFollow Nobody Special on X(twitter)
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Fed Restarts Not-QE Already, Market Punishes Oracle Capex
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