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Kevin Warsh (mentioned)

"That's an asinine reason to hike": Futures Edge on Wednesday's Fed decision
12 calls: Why a 93.5% hike probability may still not bind the Fed, the crude spike that priced a 4M-barrel shortfall, and the gold level one host says…
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Damped Spring CIO on bonds: "nobody wants to own real Treasuries at 3% yield"
16 arguments: Why he says inflation only falls when asset prices do, what the Fed can and cannot do to 10-year yields, and why Japan is finally…
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More than half of US homes fell in price in 12 months — Whalen Global Advisors chairman
13 calls: Why the Fed gets forced back into bond buying, the $2T deficit that makes a rate hike beside the point, and the insurers he says will not be…
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The Canadian Investor: the AI labs are racing to become too big to fail
15 takeaways: Why a rate hike can hand income to households, the gap between what an AI subscription costs and what it buys, and a -17% housing-starts…
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DoubleLine strategist on the Fed: "1.3 hikes are expected by the end of the year"
10 numbers: a unanimous 25bps hike with 16 of 18 officials wanting more, the 10-year's first close above 5% since 2023, and WTI back over $100
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Stocks fell just 0.5% on the most hawkish Fed surprise in years — Big Take
5 calls: Three FOMC members were already voting to hike back in July, why Warsh's own words at Jackson Hole boxed him in, and why markets barely reacted…
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$1T of property debt was struck 500bps below today's rates — North Bridge CEO
5 takeaways: Which asset classes banks will still refinance, what CPACE financing actually is, and the 74 office-to-residential conversions New York…
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Moody's chief economist: the 10-year was below 4% the day before the US bombed Iran
8 calls: Why he would vote to hold with the hike 95% priced, what a negative supply shock does to the Fed's two jobs, and the housing math at 7x income…
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An October hike is now about a 45% probability — Prosper Trading Academy CEO
4 calls: How he splits last week's selloff between rates and energy, what to listen for in the statement rather than the decision, and the mortgage rate…
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100% of the S&P's 2026 return is earnings growth, says Franklin Templeton's strategist
12 takeaways: The multiple fell while the index rose, the central-bank ratio he says leads earnings by 14 months, and why the man who called the…
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Carson macro strategist on circuit boards: "up 65% annualized over the last 3 months"
13 numbers: The 139% year-over-year move in circuit board prices, why a 4.5% policy rate is still loose against 8% nominal growth, and the 16 points of…
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"I said the 10-year note is the risk asset": Macro Risk Advisors CEO on hedging
12 insights: A 40-point gap between single-stock and index volatility, $860B of new federal debt in 4 months, and the hedge he wants left on until…
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