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Odds on Warsh/Fed meeting is the primary reason for Trump to sign the Iran agreement this weekend
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Trump's Iran deal aims to stabilize bonds and inflation ahead of the Fed meeting, holding rates to protect non-AI investments.
降息与宏观AI 资本开支
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Title. Listened to macro/econ podcasts on how vulnerable we are on the inflation / bond market front and Warsh about to lose the disinflation narrative with the Fed governors on cutting rates. Iran agreement gets at least a rates hold now and we can look for a cut later this year.
A weaker bond market now will kill the non-AI investments and spends
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