Sahil Mehta, CFA (@gamma_blast_) 's Twitter Profile
Sahil Mehta, CFA

@gamma_blast_

US,UK & EZ Rates | A lil bit of Indian equity | Here to learn :D

sahilm2000.substack.com

ID: 1547480512935014400

calendar_today14-07-2022 07:18:13

2,2K Tweet

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When this stupid mf with his stupid thesis get stopped out no one will be happier than me😂 The H6U6 targeter needs some humbling

Sahil Mehta, CFA (@gamma_blast_) 's Twitter Profile Photo

My man Waller spittin, July FOMC should really be live as an optionality. If we get another soft inflation print, a July cut should really be on the table

Sahil Mehta, CFA (@gamma_blast_) 's Twitter Profile Photo

If you're wondering why the market didn't react much to the waller comments it's pretty simple Waller is now the ECB equivalent of Holzmann Iykyk

Sahil Mehta, CFA (@gamma_blast_) 's Twitter Profile Photo

A lot of people might disagree with me here but July FOMC really should be live. If there's another soft CPI print all the chatter about uncertainty shouldn't matter. Don't close the meeting completely, keep the optionality open.