The Q3 Shadow Survey of Market Participants is a great way to prepare for the next two weeks--will the Fed hike? Is it dependent on the next inflation print? Provide your views and you will receive the views of ~100 others ahead of the Fed meeting. Link here: survey.alchemer.com/s3/8984436/M...

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Straight talk from @calliecox.bsky.social.

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I cannot overstate how “coherent macro view” is something I could put together in an internship interview my junior year of college. It’s absolute bare minimum table stakes in the waters Warsh is swimming in.

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If a peer said something like this about how I talked about Economy I might kms.

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One of the few people of conviction and principles in government.

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