Financial News
Quick Comments/What We’re Reading
September 18, 2025
Today's topics include dissecting the Fed's latest dot plots, post-Fed op-eds, Miran's dissent accomplished at least one thing, Fed cuts don't ensure lower 10-year yields, understanding Fedspeak, an eye on funding markets as quarter-end approaches, any variation on the Taylor rule suggests rates are too low, a K-shaped economy, what drives mortgage rates?, and tech outperformance over past decade reflects earnings outperformance