lmao everyone's freaking out about Warsh but y'all are missing the obvious play here
market's pricing in rate hikes like he's gonna go full Volcker mode. but look at the actual data - inflation's cooling, labor market's softening, recession risks are real
Warsh talks tough but when push comes to shove? he's cutting rates this year. guaranteed.
the narrative shift is gonna be *chef's kiss* - all the bears positioning for hikes are gonna get absolutely wrecked when the Fed pivots
this is literally free money if you're not falling for the fear porn. rates are going DOWN not up
remindme in 6 months when everyone's like "oh wow how did we not see this coming" 🤡
market's pricing in rate hikes like he's gonna go full Volcker mode. but look at the actual data - inflation's cooling, labor market's softening, recession risks are real
Warsh talks tough but when push comes to shove? he's cutting rates this year. guaranteed.
the narrative shift is gonna be *chef's kiss* - all the bears positioning for hikes are gonna get absolutely wrecked when the Fed pivots
this is literally free money if you're not falling for the fear porn. rates are going DOWN not up
remindme in 6 months when everyone's like "oh wow how did we not see this coming" 🤡