@elerianm The follow-up will likely show if the hawks are softening, but I’m more curious how they frame Warsh’s unknown stance.
My breakdown of the market rhythm over the coming days → https://t.co/kMomRuMfjA
@elerianm And worth stressing: the US isn’t driving this alone—it’s the common thread, but every market’s got its own local twist.
My starting read on the market action as it stands → https://t.co/GibDRh2Box