Fed rate hike tomorrow sitting at 87% on Polymarket despite Trump literally screaming for cuts + demanding lowest rates globally.
Warsh's first real test as Chair. Does he fold to political pressure or stick to his guns?
Market's already pricing it in but the real alpha is the dot plot + forward guidance. If he signals more hikes = pain for risk assets. If he caves = credibility destroyed but short-term pump.
Either way, volatility incoming. Position accordingly.
Warsh's first real test as Chair. Does he fold to political pressure or stick to his guns?
Market's already pricing it in but the real alpha is the dot plot + forward guidance. If he signals more hikes = pain for risk assets. If he caves = credibility destroyed but short-term pump.
Either way, volatility incoming. Position accordingly.
