Sonu Varghese(@sonusvarghese):The inflation problem captured neatly 👇 But how does it get better?! Warsh said they’re removing a “dose of accommodation”, implying policy is still loose Only 8/18 think 2 more hikes are coming over the next year 0/18 think more than 2 are needed How is this not dovish?

Sonu Varghese

@sonusvarghese

Musings only. Chief Macro Strategist @CarsonGroupLLC. Advisory services through CWM, LLC, Registered Investment Advisor. Manage $7B+ for clients.

参加 February 2011

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Sonu Varghese@sonusvarghese

2026.09.16 21:54

The inflation problem captured neatly 👇 But how does it get better?! Warsh said they’re removing a “dose of accommodation”, implying policy is still loose Only 8/18 think 2 more hikes are coming over the next year 0/18 think more than 2 are needed How is this not dovish?

Omair Sharif@fcastofthemonth

2026.09.16 20:01

Leave out the biggest part of the upcoming BEA revision (port mgmt) & strip out all imputed prices, then look at the market-based core PCE less-hsng. Inflation has not been slowing as some have suggested, and there's quite a bit of wood to chop in 2027.