@nicholas_crown: Jackson Hole was the opportunity for the Fed to take a hard stance on inflation - which Warsh did in the most vague way possible. We didn't get much in the way of guidance, but rather a series of general principals that we're verbally hedged. Nothing resolved, just crowded gold getting unwound from maxx long with no new fresh buyers. We finished the week green. Click the link in my profile to get our market analysis.

Nicholas Crown
Nicholas Crown
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Region: US
Friday 28 August 2026 23:25:01 GMT
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bu77ernutz
Butter Nut :
Oh yeah 😂
2026-08-29 14:41:53
1
elk.shoes
elk shoes :
FOMC day is only 12 trading days from now. Thinking about the medium big picture. Right now it feels to me like bond markets are wary and erring on the pessimistic side. 58% chance of rate hike, while high, is still only about half. It is a game of chicken in the sense of bond markets signalling their unease of the new guy, Warsh. I foresee 2 sideways weeks for NAS futures, then, hike or not, focus will shift to earnings, with markets drifting likely higher toward year end. I also feel this is kind of a distraction from the long term fact that rates are frankly not that high historically speaking. Sure, the debt is a factor, tariffs…yadayadayada.
2026-08-29 15:57:18
1
sirajmehdi007
smehdi :
Letter
2026-08-29 15:05:02
1
orangealex77
Alex :
They're never gonna cut, they can keep playing this game all they want, its not an option these days
2026-08-28 23:47:33
6
user7691041402239
Black29 :
“Call Kevin’s bluff, dump another $25B in treasuries”
2026-08-29 02:46:56
15
kramgam
kramgam :
It’s either Kalshi/polymarket manipulation or testing to see how the algos will react when he says hike
2026-08-29 13:46:53
2
user502880313579
Caveman@theOpera :
He knows EXACTLY what he’s doing. What I can’t understand is why the market didn’t initially react. But an hour later, boom.
2026-08-29 08:26:07
3
shawnsmith.1990
shawnsmith.1990 :
Letter
2026-08-29 06:39:22
1
mariam.si_
mariam.si_ :
Letter
2026-08-29 10:58:19
1
mirabellaarden
mirabellaarden :
Letter
2026-08-29 14:51:59
1
topperharley79
TopperHarley :
Letter
2026-08-29 14:55:49
1
chahine7275
chahine🍃 :
letter
2026-08-29 09:35:15
1
hintonmackandy57
Markus Hunt :
Letter
2026-08-29 07:50:56
1
orlaith3242
Orlaith :
Letter
2026-08-29 10:22:30
1
valeogre
Alexandru Ogrezeanu :
Letter
2026-08-29 10:20:23
1
nkay515
Nick Kay :
Letter
2026-08-29 07:48:52
1
cliff3504
Cliff :
letter
2026-08-29 05:31:41
1
shawnsmith.1990
shawnsmith.1990 :
letter
2026-08-29 06:38:18
1
frico_show
frico_show :
letter
2026-08-29 06:30:47
1
shirley_colondon
Shirley&Co_London :
Letter
2026-08-29 08:59:03
1
itky94
iTKY :
letter
2026-08-29 05:18:01
1
gaelicas
Gaelicas :
LETTER
2026-08-29 06:39:12
1
tiktok98765432139
tiktok987654321 :
Letter
2026-08-29 06:35:14
1
user620704556
user620704556 :
is that ibkr behind you?
2026-08-29 11:00:17
1
ebthraser1
eugenebong60 :
He’s going to get fired if he raises rates😂
2026-08-29 11:47:39
2
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