Jonathan Todd@yontodd.substack.com2wThe gap between the market year-end 2027 pricing (4.685%) vs SEP (4.125%) still a problem. Warsh's minimum communications strategy makes that a big risk overhang...2
Jonathan Todd@yontodd.substack.comsubstack.com/@stayathomem...substack.comHand the pen to the CommitteeThe Fed’s main reason for raising rates took three weeks to reach the public. The statement should carry it on decision day.12/10/26, 1:25 pm·0 reposts·0 likes
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