tastylive
@tastyliveshow
The trader's un-network.
参加 January 2011
1.4K フォロー中 79.5K ファン
Everyone left Jackson Hole convinced Warsh is about to hike. Cem Karsan @jam_croissant is calling the opposite right here.
His read is that the hawkish talk was never about policy, it was a defense of the dollar. Bessent said the quiet part out loud yesterday: you do not raise rates into a supply shock.
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