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“Warsh's rejection of the Phillips curve trade-off, and his explicit embrace of productivity growth, suggests a Fed less inclined toward pre-emptive tightening.”
@DrJStrategy · James E. Thorne
Warsh's embrace of productivity growth over the Phillips curve favors high-productivity tech, lifting the Nasdaq.
XYZ100LONG@ $29,382.97
$28,070.35-4.47%
since call Jun 17
“Policy still appears restrictive for housing but permissive for financial markets, a tension that will test this new framework.”
@DrJStrategy · James E. Thorne
Warsh Fed is permissive for financial markets and rejects pre-emptive tightening, lifting broad equities.
SP500LONG@ $7,381.48
$7,375.33-0.08%
since call Jun 17
peak +1.8%
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