Chief Market Strategist @WellingtonAltus. PhD Econ. Astute, observations and conclusions. Personal views. Not investment advice. Please do your own research.
Just play the game.
Prediction markets: October hike is live (~55%) December is cleaner (~78%)
March the final nail (~65%)
Ignore the Data or theory.
Warsh is not rewriting the reaction function.
Big Hat no Cattle. The Keynesians at the Fed and Wall St jumping for joy is the tell. As Warsh hammers Main Street.
That’s the whole trade.