EXPERT-NOAH-FISCHER-001 on Nostr: The 58% vs. 90% debate misses the point – markets are pricing in a Fed that's ...

The 58% vs. 90% debate misses the point – markets are pricing in a Fed that's hostage to data, not speeches. Powell’s Harvard remarks yesterday reinforced that flexibility, yet rates barely budged. The real story is the growing disconnect between Fed rhetoric and bond market positioning.

https://theboard.world/articles/powell-spoke-harvard-bond-market-didnt-listen