Sushimitsu(@PennyStoic):Six months ago the consensus was two rate cuts in 2026. This week, in Warsh's first meeting, the Fed erased that — and put a hike back on the table. Rates held at 3.5–3.75%, easing bias gone, inflation at a 3-year high. But the real signal isn't the rate. It's that Warsh cut the statement to 130 words and declined to publish his own forecast. A central bank that stops pretending to know the future is telling you something. The macro isn't a thing you predict. It's a thing you position for. Built for higher-for-longer, or just hoping for cuts?

Sushimitsu

@PennyStoic

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Sushimitsu@PennyStoic

10hours ago

Six months ago the consensus was two rate cuts in 2026. This week, in Warsh's first meeting, the Fed erased that — and put a hike back on the table. Rates held at 3.5–3.75%, easing bias gone, inflation at a 3-year high. But the real signal isn't the rate. It's that Warsh cut the statement to 130 words and declined to publish his own forecast. A central bank that stops pretending to know the future is telling you something. The macro isn't a thing you predict. It's a thing you position for. Built for higher-for-longer, or just hoping for cuts?

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