The market has priced in a Fed hike with near certainty. Everybody thinks that the Fed will hike. What if it doesn't? What if Kevin Warsh holds rates steady? We giga pump straight to the moon?
US core CPI ran hot at +0.3% MoM (vs 0.2% expected), pushing September rate-hike odds from 69% to nearly 90% — Goldman's chief economist flipped his own call to a hike. The 10-year yield hit 4.957%, i...
The market has priced in a Fed hike with near certainty. Everybody thinks that the Fed will hike. What if it doesn't? What if Kevin Warsh holds rates steady? We giga pump straight to the moon?
US core CPI ran hot at +0.3% MoM (vs 0.2% expected), pushing September rate-hike odds from 69% to nearly 90% — Goldman's chief economist flipped his own call to a hike. The 10-year yield hit 4.957%, i...
Kevin Warsh's first Jackson Hole conference was a nothing burger, he didn't say much, didn't want to give away much, no forward guidance, let the markets be on their own
PCE at 3.7% beat expectations unexpectedly, pushing the probability of no rate hike in September from 35% to 66%. Since Walsh took office, forward guidance has been scrapped and the dot plot abolished...
Kevin Warsh's first Jackson Hole conference was a nothing burger, he didn't say much, didn't want to give away much, no forward guidance, let the markets be on their own
PCE at 3.7% beat expectations unexpectedly, pushing the probability of no rate hike in September from 35% to 66%. Since Walsh took office, forward guidance has been scrapped and the dot plot abolished...
