...the “most significant shift in Federal Reserve strategy in more than two decades"?
The Fed formally ended the "Fed Put," its most significant strategic shift in 20+ years. This signals higher rates, constrained private capital, and AI valuation pressure—direct headwinds for tech M&A, startup funding, and enterprise stack decisions.
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One analyst thinks Kevin Warsh is Volcker 2.0 and everything just changed. I'm skeptical.
Fiscal QE is back as over half the government deficit is now financed by Treasury bills...
An assertive dovish turn from the Fed would definitively end the market’s long-held habit of expecting forward guidance on…
The signals suggest the regime may be changing, and we should be prepared for that possibility...
Regardless of your view on how much lower oil can fall, the key part is the shift in distributions and the reduction in tails for…
"What strikes me is how much we overshot to the upside (due to leverage)… and makes me think the same is possible for the…
