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Rackham Rishel @RackhamRishel on x 15.9K followers
Created: 2025-07-22 12:30:14 UTC
Goldman’s observation hints at growing unease about political influence over future Fed policy. When inflation swaps drift from bond yields, it suggests expectations are being reshaped by something beyond economics. Market participants may be pricing in volatility tied to upcoming elections or leadership changes. The detachment is subtle but signals deper cracks in confidence.
Nick Timiraos surfaces a technical shift with massive institutional implications.
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Related Topics pricing cracks signals fixed income inflation fed