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Warsh
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World & Business
A user argues that higher borrowing costs cannot fix war-related oil supply disruptions, citing comments attributed to JPMorgan about its inability to predict oil prices.
World & Business
A September 16, 2026 post calls a quarter-point hike largely priced in, emphasizing Warsh's outlook. Separate trading commentary warns that strong retail sales could push rates and Treasury yields higher.
World & Business
The Kobeissi Letter puts market odds of a hike at 93%. A separate post says the expected quarter-point increase would take rates to 3.75%–4.00%.