For those of us who value the operational autonomy of central banks, the risk is that this situation could expose deeper issues—further undermining the credibility of a Fed whose public standing is already fragile.
This is the scenario...
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PIMCO.
Amundi.
Anyone else wanna sell US?
PIMCO.
Amundi.
Anyone else wanna sell US?
US deficits likely “grow to ~7% of GDP for 2026.”
(via PIMCO)
US deficits likely “grow to ~7% of GDP for 2026.”
(via PIMCO)
“.. the Trump Administration clearly touched the hot stove back on what he has deemed Liberation Day, and it is clear they will not go back there.” 👀
“.. the Trump Administration clearly touched the hot stove back on what he has deemed Liberation Day, and it is clear they will not go back there.” 👀
*TRUMP: DON'T SEE WHY WE CAN'T HAVE 20%, 25% GDP GROWTH
Pimco books 17% instant profit on Thames Water emergency loan.
Company already has £19.5bn debt, another £3bn added, customer bills will rocket.
OFWAT doesn't protect people.
archive.ph/9rIel
Pimco books 17% instant profit on Thames Water emergency loan.
Company already has £19.5bn debt, another £3bn added, customer bills will rocket.
OFWAT doesn't protect people.
archive.ph/9rIel
.. average polling has Democrats up in 8 of the 9 races, and if that were to translate into wins, Democrats would win the Senate by +2 (52-48).” [Cantrill]
.. average polling has Democrats up in 8 of the 9 races, and if that were to translate into wins, Democrats would win the Senate by +2 (52-48).” [Cantrill]
@financialtimes.com
www.ft.com/content/9b2f...
@financialtimes.com
www.ft.com/content/9b2f...
www.pimco.com/us/en/insigh...
www.pimco.com/us/en/insigh...
“.. In the House, Democrats would need to win only 3 seats to take back the House majority; on average, the party out of power, has won 26 seats.”
“.. In the House, Democrats would need to win only 3 seats to take back the House majority; on average, the party out of power, has won 26 seats.”
@financialtimes.com
www.ft.com/content/a70a...
@financialtimes.com
www.ft.com/content/a70a...