Taggart with Steph
their monthly pow wow
but Adam asks about multiple “Game Changers”
https://www.youtube.com/live/exSmBxjCMlc
Did Warsh read “Creature” and decide to end the Fed Put?
Can he Ride Out a Storm if the Fed decides to Listen to the market instead of Being the Market?
We can hope — even if the road gets rough.
h/t several folks in my circle
At 24 min mark, Taggart reads from X (Handre’s post today)
https://x.com/Handre/status/2095155284339556453 1921 vs 1930
at 37 min mark, Taggart brings up “Kevin” with the chart on JGB yields I posted here yesterday.