GoldFix
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Does Powell Even Have a Gameplan?
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Does Powell Even Have a Gameplan?

Regardless of if Powell should cut or not, this is a solid point. What kind of "data dependent" gameplan can Powell have if the data itself is increasingly unreliable?

Housekeeping: Usually reserved for Founders AM emails, this one was particularly harsh (British-style) in critiquing Jerome Powell.

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GoldFix
GoldFix
Capital markets recap, commentary, and analysis for evolving traders