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Ed Al-Hussainy
Columbia Threadneedle (PM, total return bond fund)
First call on the ledger
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else is a labeled paraphrase. Every call links its original source. Before you trust the call, check the record.
Where they stand
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Warsh is abdicating the Fed's core job and will be forced back to guidance
“You've got to learn from the past. You have to interpret the present. You have to forecast the future. At the moment the chair is refusing to do all three.”
BearFed
leaning · 2026-07-30
Fed outsourcing policy to markets creates a hall-of-mirrors feedback loop
“There's the danger of kind of creating a Hall and Mirrors effect.”
BearBonds
leaning · 2026-07-30
avoid long-end duration on Fed-injected inflation risk premium
“from our perspective I think we are more wary of that duration risk further out”
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