Joseph Wang

Tremendous political pressure to taco now. Everything will surge when that happens. https://t.co/TPkQVsONRl

Markets Weekly September 19, 2026 BOJ hikes and disappoints BOE tweaks QT French OAT spreads widen https://t.co/KK8WK8VX54

Warsh is telling you it's a hiking cycle by framing today's hike as just "removing a dose of accomodation." This suggests at least some on the FOMC still think financial conditions are accommodative. https://t.co/EOt0envb5e

Warsh is a man of his word. He hinted he was concerned about the 'speed' of getting to target at Jackson Hole, and that is his justification today. https://t.co/MNpZL9JSKY https://t.co/0A1UI3NAcp

My best guess is Fed signals a gentle hike cycle of three hikes.

Markets Weekly September 12, 2026 Bond market carnage Buybacks disappoint Hiking cycle coming https://t.co/WT31UEtM7s

Rates are largely the expected path of policy. See that ever since the war the market went from pricing in a rate cutting cycle to a rate hiking cycle as energy prices rose. https://t.co/wFlQftjvPg

Is it time to talk about plan B? https://t.co/5TzBXWb6s4

Bonds are the ultimate AI trade. https://t.co/6yyiS0ozui

Gold breaking through its 200dma👀 Remember, the President said it's the Golden Age and he has a history of making good market calls. https://t.co/QHzJkAgya9