Source item
Open original source ↗A special @tastylive Tuesday, today at 3pm CT ... See you then 🍒🥐
Yesterday, ICYMI
Quoted context
These are the quoted author’s words.
Everyone left Jackson Hole convinced Warsh is about to hike. Cem Karsan @jam_croissant is calling the opposite right here. His read is that the hawkish talk was never about policy, it was a defense of the dollar. Bessent said the quiet part out loud yesterday: you do not raise rates into a supply shock.
tastyliveshow ↗