It would be interesting to have a discussion with Ms. Kaminski and Campbell Harvey, who was on CNBC yesterday. There would be some points of agreement, maybe more if they spoke together. But neither appears to see further Fed rate hikes as justified now. (I realize Kaminski is coming from more of an investment perspective, but she appears to have a solid grasp of the "pure" economic challenge for the Fed.)

@kylesmith8128

11 ай бұрын

She definitely seemed to have a good understanding. And very little con artist showmanship, which I appreciate.

Neutral rate 4.5% Current restrictions won't do much

Rate cuts will come after the first quarter. Bonds are a waste of time.

Now that the talking heads are saying higher for longer, look out for lower yields

Every single person is negative and it’s the end of September… hmmmm

When 1.2 million Americans have to go to Mexico to get proper, affordable dental...each year.. These people think that Americans are prospering..😂

Veneers or bleach.

Blah blah blah blah blah -

@12345krillin

10 ай бұрын

what is your purpose?