Forward Guidance(@ForwardGuidance):With inflation is screaming across commodities, Warsh’s next move is a credibility test. If he keeps talking hawkish without actually tightening the balance sheet, his credibility is cooked. If he doesn't commit, @qthomp says hold onto your inflation protection.

Forward Guidance

@ForwardGuidance

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Forward Guidance@ForwardGuidance

2026.08.23 15:30

With inflation is screaming across commodities, Warsh’s next move is a credibility test. If he keeps talking hawkish without actually tightening the balance sheet, his credibility is cooked. If he doesn't commit, @qthomp says hold onto your inflation protection.