Submitted by Peter Tchir, Academy Securities — Macro Strategy
Warsh's Mark Antony Moment
I really wanted to go with Warsh is “puttin’ on the foil” as the title for our Jackson Hole preview, but I’m told the Hanson Brothers might not be as iconic as I thought. In any case, of all my failings as a parent, getting my kids to finally watch Slapshot is one of the easier ones to correct. I felt the “vibe” of Warsh “puttin’ on the foil” in the green room as he gets ready to speak to the Jackson Hole crowd was good, but today we’ll go a little more “highbrow.”
Friends, economists, central bankers, lend me your ears;
I come to bury inflation, not to praise it.
As you know we have been on the side of No Cuts:
- We discussed this along with the danger of Cheap Chinese Compute on Thursday on CNBC.
- On Friday, we discussed Iran, ProSec, and the Fed on Bloomberg TV (starts at the 2:19:40 mark, with Lisa giving her best Seinfeld impersonation of No Hikes For You (last weekend’s T-Report)). The segment before discusses why the Fed is still going to hike 75 bps, so the combination of the two segments makes for some interesting viewing.
- READ MORE AT SOURCE »
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