Twitter Space: May FOMC Panel with Unusual Whales - Pusillanimous Powell Becomes Parsimonious Powell.

This was a wide-ranging discussion on Inflation, Unemployment, the USD, Bonds, etc. We had a hearty debate on the persistence of Inflation and its ramifications, and that's what makes a market!

I am pleased to rejoin my favorite Macro panel and engage with my fellow panelists.

This was a wide-ranging discussion on Inflation, Unemployment, the USD, Bonds, etc. We had a hearty debate on the persistence of Inflation and its ramifications, and that's what makes a market!

Today’s panel featured more disagreement than normal, which perhaps is a micro…