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The Warsh TRAP: The Rate Cut Won’t be the fix but the problem
President Trump needs to know about how rate cut really works
Trump may think he is doing the right thing.
Topics
- Fed
Further reading
- FED RESEARCHThe Bad Transparency: How the Fed Is Becoming Trump’s FedWARSH TOOK AWAY THE FED’S MAP. THERE IS NO FORWARD GUIDANCE NOR SOFT IMPLICIT TARGET.
- FED RESEARCHWhy Are Bond Yields Falling While the Fed Is Hiking?Investors fled AI stocks into Treasuries and pulled real yields lower, while oil kept a December hike priced.
- FED RESEARCHFed Is Pricing the Next Hike (or Cycle)The market spent years waiting for the next cut. Now it is quietly rebuilding the hiking cycle.
- FED RESEARCHThe Quiet HikeIt rarely happens: The Fed just voted 9–0 together.
- FED RESEARCHFED'S Reaction Function Has BrokenThe Fed has not lost credibility on its inflation target. It has lost something more expensive — the predictability of how it responds to data. That is the price the market is now
- FED RESEARCHHow to Trade Economic Data 02: Inflation, CPI, PPI and PCEThe Fed announces its next decision on October 28. September PCE, the inflation gauge the Fed targets, comes out on October 29.