Hope the Fed catches upWe will see if the Fed is neutral or accomodativeTrump thinks the Fed is behind the curveNow going to start working on affordabilityFront end of the curve is invertedExpect we will see inflation starting to come downLong end is very well anchored
On Miran:
Plan is for him to come back to CEA
On Bullard:
He knows the Fed very wellHad a good session
On Tariffs:
Confident Supreme Court will back administrationLots of other authorities we can useTariffs will help us pay down the debt
On China:
Talks were done with great respect, very fulsomeChina had long list of asksTrump made it clear he was willing to let it go dark (TikTok)Expressed disappointment on Nvidia to ChinaAnticipate we have a dealAnticipate final deal after Trump, Xi talk on FridayTalks are becoming more productiveThe Chinese sense a deal is possibleThe next meeting with China is in Frankfurt
This article was written by Giuseppe Dellamotta at investinglive.com.