Raoul Pal(@RaoulGMI):For me the big tell about Warsh is the focus on productivity growth. As long as he gets that he is more likely to ease or hold pat into growth and even rising headline CPI, just as Greenspan did, as it should suppress PCE inflation. My guess "productivity" will be the key word markets learn to look out for .

Raoul Pal

@RaoulGMI

Founder/CEO Global Macro Investor, @RealVision. Figuring things out at the nexus of Macro, Web3 & the Exponential Age. Not a guru.

Joined April 2014

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Raoul Pal@RaoulGMI

2026.06.17 19:45

For me the big tell about Warsh is the focus on productivity growth. As long as he gets that he is more likely to ease or hold pat into growth and even rising headline CPI, just as Greenspan did, as it should suppress PCE inflation. My guess "productivity" will be the key word markets learn to look out for .

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