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David Lin
David Lin (host)
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David Lin (host) says Kevin Warsh cannot cut rates given the inflation created by the Iran war; the Fed can only hold or hike, despite Trump wanting lower rates.
Kevin Walsh can't do that right now with the current condition. That the Iran war has created. He has to either keep rates unchanged or raise rates.
David Lin (host) tells Thomas Hayes that the US Treasury's yen intervention amounts to indirect yield control and is extremely bullish for US equities.
the yen intervention that we saw a week and a half ago by Scott Besson in the Treasury, that can be interpreted as extremely bullish for equities
S&P 500 since this was said: ▼ -0.4% · 7,748 → 7,719 · as of 2026-09-04
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