Warsh is taking the mic in Jackson Hole and the street is already bleeding out. They call it a symposium but it is just a high-stakes performance for a room full of suits holding heavy bags while 4.7 percent yields choke the life out of growth. Powell left this mess to rot and now we wait to see if Kevin decides to keep the charade alive or finally snaps the leash on rates. The desk is betting on a hawkish pivot but honestly the coffee tastes like burnt rubber and the printer is jammed again. If he hints at a hike watch the S&P get wrecked in real time. It is all rigged anyway. But yeah look for the syntax errors in his speech to tell us if we are getting rate cuts or if the Fed is just gonna keep us in the wash until Q4 turns into a total dumpster fire of margin calls and broken dreams. Why are pigeons so aggressive here.
@globallinknetwork

August 27, 2026 5.2K 1