Markets, Meditations, and Mental Models

Weekly Light: The Instruments Came Loose — Weekly Light


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The Instruments Came Loose. Monday the market still priced a September hike near 73 percent. By Wednesday Kevin Warsh had the wheel and used his first international appearance to kill forward guidance, welcoming more bond-market volatility. He leaned hawkish while the data leaned the other way, an ADP miss and the steepest dro
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Markets, Meditations, and Mental ModelsBy Cosmic Trex