Sonu Varghese(@sonusvarghese):Hawkish hold? Quoting McEnroe: “You cannot be serious!” June '24 vs Now Nominal GDP: 6.2% vs 5.9% UE Rate: 4.1% vs 4.2% Core PCE: 2.8% vs 3.1% Fed funds: 5.4% vs 3.9% 🤔 Only so many ways to say the Fed's running it hot! New blog 👇 @CarsonResearch @RyanDetrick

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

2026.10.29 22:17

Hawkish hold? Quoting McEnroe: “You cannot be serious!” June '24 vs Now Nominal GDP: 6.2% vs 5.9% UE Rate: 4.1% vs 4.2% Core PCE: 2.8% vs 3.1% Fed funds: 5.4% vs 3.9% 🤔 Only so many ways to say the Fed's running it hot! New blog 👇 @CarsonResearch @RyanDetrick