Forward Guidance(@ForwardGuidance):With inflation is screaming across commodities, Warsh’s next move is a credibility test. If he keeps talking hawkish without actually tightening the balance sheet, his credibility is cooked. If he doesn't commit, @qthomp says hold onto your inflation protection.

Forward Guidance

@ForwardGuidance

Macro Investing Podcast Hosted by @fejau_inc Telegram:

加入 June 2022

105 正在關注 28.2K 粉絲

Forward Guidance@ForwardGuidance

2026.08.23 15:30

With inflation is screaming across commodities, Warsh’s next move is a credibility test. If he keeps talking hawkish without actually tightening the balance sheet, his credibility is cooked. If he doesn't commit, @qthomp says hold onto your inflation protection.