Jonathan Todd @yontodd.substack.com · 12/10/2026The gap between the market year-end 2027 pricing (4.685%) vs SEP (4.125%) still a problem. Warsh's minimum communications strategy makes that a big risk overhang... 200
Jonathan Todd @yontodd.substack.com · 12/10/2026substack.com/@stayathomem...substack.comHand the pen to the CommitteeThe Fed’s main reason for raising rates took three weeks to reach the public. The statement should carry it on decision day. 000
