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Hold Or Fold? Skipper Warsh & His Hawkish Crew

Hold Or Fold? Skipper Warsh & His Hawkish Crew Authored by Philip Marey via Rabobank, Summary We expect the FOMC to remain on hold in October. However, we are likely to see Hammack, Kashkari and Logan repeat their July dissents in favor of a hike at this meeting. At the press conference, we expect Warsh to repeat the hawkish form of not providing forward guidance that he presented at Jackson Hole. He may say that the inflation data do not tell him that underlying trends have meaningfully improved, without explicitly stating that a...
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Jul 26, 2026 / Tyler Durden
Trump Triggers Massive Leftist Hypocrisy On 'Transgenderism'
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Jul 30, 2026 /
Trump Is ‘Exasperated’ with Iran War
Sources say that President Donald Trump is becoming “exasperated” as he did not anticipate it would be difficult to make Iran comply with his demands.  “The president is exasperated. I don’t think he believed it was going to be this difficult to get the Iranians to agree to a deal. There was not a real […]
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May 7, 2026 / Tyler Durden
Hochul Targets NYC's Multimillion-Dollar Second Homes In $268 Billion Budget Framework
Hochul Targets NYC's Multimillion-Dollar Second Homes In $268 Billion Budget Framework New York is taking direct aim at the city’s ultra-wealthy absentee owners. In a major policy shift announced Thursday, Governor Kathy Hochul and state legislative leaders reached a framework agreement on a $268 billion state budget that includes a new annual tax on multimillion-dollar second homes in New York City - a move designed to generate roughly $500 million a year to help close the city’s projected $5.4 billion budget deficit. The proposal, often called a “pied-à-terre” tax (French for...
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