QE Again! Powell Is Pouring Gasoline On This Market Rally episode artwork

EPISODE · Dec 11, 2025 · 9 MIN

QE Again! Powell Is Pouring Gasoline On This Market Rally

from From the Desk of Anthony Pompliano · host Anthony Pompliano

Jerome Powell didn’t just cut rates — he restarted QE at the TOP of the market. With stocks, home prices, and gold all hovering at all-time highs, the Fed is now adding $40 billion in liquidity every month through Treasury purchases. That’s jet fuel for a market that was already on fire. In this episode, I walk through the Fed's surprising move and how your portfolios will be affected!0:00 Intro0:32 QE is back5:14 Record-breaking tax refunds in 2026? It's happening says Scott Bessent7:22 Powell chimes in on America's housing problemListen to From the Desk of Anthony Pompliano on:Apple Podcasts: https://podcasts.apple.com/us/podcast/from-the-desk-of-anthony-pompliano/id1819778503Spotify: https://open.spotify.com/show/1THAGnR1Xt1WDUn1CCTh1DPomp writes a daily letter to over 265,000+ investors about business, technology, and finance. He breaks down complex topics into easy-to-understand language while sharing opinions on various aspects of each industry. You can subscribe at: http://pompletter.comJoin 600K+ subscribers on my main channel: https://pompyoutube.com/ Follow Pomp on social media:Twitter: https://twitter.com/APompliano Instagram: https://www.instagram.com/pompglobal/ LinkedIn: https://www.linkedin.com/in/anthonypompliano/#AnthonyPompliano #FromtheDesk #marketnews

Jerome Powell didn’t just cut rates — he restarted QE at the TOP of the market. With stocks, home prices, and gold all hovering at all-time highs, the Fed is now adding $40 billion in liquidity every month through Treasury purchases. That’s jet fuel for a market that was already on fire. In this episode, I walk through the Fed's surprising move and how your portfolios will be affected!0:00 Intro0:32 QE is back5:14 Record-breaking tax refunds in 2026? It's happening says Scott Bessent7:22 Powell chimes in on America's housing problemListen to From the Desk of Anthony Pompliano on:Apple Podcasts: https://podcasts.apple.com/us/podcast/from-the-desk-of-anthony-pompliano/id1819778503Spotify: https://open.spotify.com/show/1THAGnR1Xt1WDUn1CCTh1DPomp writes a daily letter to over 265,000+ investors about business, technology, and finance. He breaks down complex topics into easy-to-understand language while sharing opinions on various aspects of each industry. You can subscribe at: http://pompletter.comJoin 600K+ subscribers on my main channel: https://pompyoutube.com/ Follow Pomp on social media:Twitter: https://twitter.com/APompliano Instagram: https://www.instagram.com/pompglobal/ LinkedIn: https://www.linkedin.com/in/anthonypompliano/#AnthonyPompliano #FromtheDesk #marketnews

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QE Again! Powell Is Pouring Gasoline On This Market Rally

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This episode was published on December 11, 2025.

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Jerome Powell didn’t just cut rates — he restarted QE at the TOP of the market. With stocks, home prices, and gold all hovering at all-time highs, the Fed is now adding $40 billion in liquidity every month through Treasury purchases. That’s jet fuel...

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