Forward Guidance(@ForwardGuidance):Warsh got everything he wanted without hiking. Equities weakened, credit spreads widened and real rates moved to levels that should slow housing and consumption. @qthomp argues Warsh may be using the long end and balance sheet to tighten financial conditions before resorting to a hike.

Forward Guidance

@ForwardGuidance

Macro Investing Podcast Hosted by @fejau_inc Telegram:

가입 June 2022

105 팔로잉 중 28K 팬

Forward Guidance@ForwardGuidance

2026.07.31 16:00

Warsh got everything he wanted without hiking. Equities weakened, credit spreads widened and real rates moved to levels that should slow housing and consumption. @qthomp argues Warsh may be using the long end and balance sheet to tighten financial conditions before resorting to a hike.