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Tweets

WSJ's @NickTimiraos: "Solid Jobs Report Likely Closes Door on Larger November Rate Cut"

My Q: why do we have a rate cut at all in November?

wsj.com/livecoverage/j…

What are odds Powell's inflation victory lap was premature?
Aside from the victory lap itself having the market price in higher long-term inflation expectations, we've recently had Middle East tensions rise and dockworker strike. Not new are other pressures, incl fiscal largesse

AEI suggests the executive branch has the power to prioritize social security payments when the trust fund runs out in 2033, capping payouts. x.com/RichardRubinDC…

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