Note sull'episodio
Description: Everyone thought the next Fed Chair was already decided. Then markets blinked, bond yields reacted, and a different name suddenly took the lead. This shift says a lot more about power, credibility, and rate cuts than most people realize.
We’ll talk about:
- Why the fed chair race flipped from Kevin Hassett to Kevin Warsh almost overnight
- How Wall Street quietly pushed back against politically driven rate cut expectations
- What bond markets and betting markets revealed before headlines caught up
- What this race means for the next fed cut interest rate cycle and risk assets going forward
Keywords: fed chair race, Kevin Warsh, Kevin Hassett, Federal Reserve Chair, fed cut interest rate, Trump Fed pick, bond market signals, Treasury yields ...