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9月FOMC---Don't fight the Fed
本次美联储以11票支持1票反对的比例通过降息50bp的政策决议，点阵图中表现出鹰派指引，对25年底利率预测的中位数为3.4%（市场预期在3%以下）
因为联储重回前瞻指引（或者说front the curve），所以有以下分析： https://t.co/Jl7kzp1hfX
- Ray Dalio warns of a 'very severe' U.S. supply-demand debt problem
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CONVERGE LIVE updates: Ray Dalio issues U.S. debt warning, Alibaba's Tsai talks AI
The real reason Elon is gutting the CFBP? They had plans to regulate X
instagram.com"I think these [tariffs] are going adversely affect us with respect to inflation, when it comes to growth, adversely affect productivity. There's an even bigger point...what does this do to our credibility around the world?" Former Secretary, US Department of the Treasury Robert E. Rubin
unusual_whalesx.commoney is the operating system of our society.
Scott Galloway • The Algebra of Wealth: A Simple Formula for Success
Goldman raises its 12-month recession probability from 20% to 35%. https://t.co/LToFpq3BtA
Only Alan Blinder, once a Fed vice chairman and a former Princeton colleague of Bernanke’s, defended the Fed. Blinder told this tale:
Andrew Ross Sorkin • Too Big to Fail: The Inside Story of How Wall Street and Washington Fought to Save the FinancialSystem--and Themselves
THIS IS *THE* QUESTION in banking right now—is the banks’ biz model of “borrow short-term & lend long-term (with leverage) fundamentally incompatible with the era of online banking, whereby bank runs can start suddenly & finish fast? See how Barr answered Lummis: https://t.co/OLWJCTdamP
Caitlin Long 🔑⚡️🟠x.com