Payrolls to weaken, inflation to drop: a contrarian case on Fed rate cuts
TL;DR
Fortune presents a contrarian view that Fed rate cuts may come as payrolls slow and inflation cools, challenging the hawkish stance of Kevin Warsh and suggesting current data and oil dynamics could push markets toward easing rather than further hikes.
- Fed rate cuts: Payrolls will weaken, inflation will plunge, and Warsh was 'largely performative' Fortune
- New Fed Chair Kevin Warsh Says There's a Huge Problem With Financial Markets Right Now. His Solution Could Be Bad News For Stock Investors The Motley Fool
- AGNC Investment's More Than 13.5% Yield Just Got a New Headwind From the Fed Yahoo Finance
- Kevin Warsh’s tough talk on inflation reassures investors Financial Times
- Who Is the Real Kevin Warsh? newyorker.com
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