The Macro Trading Floor

Warsh Woke Up The Bond Vigilantes

July 31, 2026·38 min
Episode Description from the Publisher

Alf and Brent discuss the significant market reaction to Warsh's press conference: the Fed handed over the keys to the bond market, and now Bond Vigilantes are in charge until data comes in to set the direction straight for everyone. How to handle such a market environment?

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