1 bull · 5 dove · 2 hold · 3 neutral · exact words, dated and sourced
What the people who move markets are saying about this, in their own
words. These are views on the record, not scored bets: when a call here grows a number
and a deadline, it moves to the scoreboard. Newest first.
Bull2026-07-03
On Warsh cutting: “He's a great guy and a great pro, and I know where he'd like to be, but he has to do what he has to do.” Wants lower rates (“they wanna bring it down by raising interest rates, and it shouldn't be that way”)
Donald Trump · President of the United States · CNBC
Neutral2026-07-02
Cuts before hikes, “although I don't think you're going to get either of those anytime soon”
Jan Hatzius · Goldman Sachs (Chief Economist) · CNBC
Dove2026-07-02
On rate cuts: “I don't think they're off the table for the back part of the year”
Rick Rieder · BlackRock (CIO Global Fixed Income) · Bloomberg TV
Neutral2026-07-01
On hike chatter: “Volatility is not up, it's down. Yields aren't up, they're down… I hear this as if people don't understand. I think they actually do.” Declines all forward guidance incl. balance-sheet level (“we have a task force for that too”, $6.7T today)
“I would be absolutely shocked if we get a rate hike in July. And I would be very surprised if we get any rate hikes this year. I also would be surprised if we get a rate cut”
Mohamed El-Erian · Allianz / Queens' College · Fox Business
Dove2026-06-30
“We do have a more dovish outlook on the Fed, where we think the Fed is going to be cutting rates this year, not because of weakness in the economy, but more because of disinflationary trends”
No interest-rate activity at all in 2026 (no cut, no hike)
Kevin Mahn · Hennion & Walsh · Fox Mornings with Maria
Dove2026-06-18
Rates are a 'sideshow'; a hawkish rate move is unlikely
Mike Wilson · Morgan Stanley · Bloomberg
Hold2026-06-18
“We thought he was a dove who favored lowering the federal funds rate. Instead, he hammered home a strict orthodox message on inflation with a strong commitment to price stability” (his written note, read on air); “it may be a do nothing Fed for a while”
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Pundit Rumble · punditrumble.com · built 2026-07-09 from the records · never hand-edited · not investment advice.