Odds on Warsh/Fed meeting is the primary reason for Trump to sign the Iran agreement this weekend

Title. Listened to macro/econ podcasts on how vulnerable we are on the inflation / bond market front and Warsh about to lose the disinflation narrative with the Fed governors on cutting rates. Iran agreement gets at least a rates hold now and we can look for a cut later this year. A weaker bond market now will kill the non-AI investments and spends submitted by /u/Mental-At-ThirtyFive [link] [comments]