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![OpulentVocation Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1713966091091755008.png) Opulent Vocation [@OpulentVocation](/creator/twitter/OpulentVocation) on x 4273 followers
Created: 2025-07-14 21:19:34 UTC

Finally, the trading consensus is more S&P500 upside/catch-up into Aug Fed Jackson Hole meeting, then healthy back’n’fill correction.

There are still "No Policy Dragons" - and yes, global policy remains easy, but not as easy as in 2024...even as central banks are still cutting rates (164 cuts in ’24, XX in ’25, XX in “26); In the US, tax cuts of $243bn in FY2026 will partially offset end of US big government fiscal stimulus, which added $622bn in 2024 but will only add $140bn in 2025-2026; Meanwhile, China/EU/NATO fiscal stimulus on the rise; and all know the negative impact of US tariff tax increase (from $76bn in ’24, to $161bn in ’25, $345bn in ’26) can and will be quickly adjusted lower if macro needs help.


XXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1944869402438197261/c:line.svg)

**Related Topics**
[$243bn](/topic/$243bn)
[tax bracket](/topic/tax-bracket)
[rates](/topic/rates)
[jackson hole](/topic/jackson-hole)
[fed](/topic/fed)
[sp500](/topic/sp500)

[Post Link](https://x.com/OpulentVocation/status/1944869402438197261)