Latest SriKonomics, "Tariffs, #Fed Dominate Markets" is out srikonomics.substack.com/p/tariffs-fed-… After #tarifftalks end, uncertainty over next Federal Reserve head will unsettle markets. Pros & cons of naming a politically independent Chairman #Powell

2 senior #FederalReserve officials strongly suggest no rate cut on June 18. Why are they not yet discussing HIKE next month as a responsible move? New York Fed Atlanta Fed #fomc

Look fwd to Power Lunch discussion 2 pm ET hour today with Brian Sullivan Kelly Evans . Does Moody's Ratings downgrade of US matter? Signal from #gold price heading up? Where are UST yields headed? Producer = Stef Kratter

My forecast of 5% UST 10Yr could happen earlier than year-end I had projected. What can prevent it? Not passing the ongoing deficit raising bill (1 / 2)

Watching: Will #bond market enforce discipline on fiscal policy as it did by opposing 145% #tariffs ? That is the important question (2 / 2)

Nice encounter at the Canterbury Medal Gala tonight Pierre Ferragu 🤩

Latest SriKonomics, "US: Aaa No More1" is out srikonomics.substack.com/p/us-aaa-no-mo… Moody's Ratings downgrade is not bringing fiscal discipline that ratings are supposed to. Also, what is responsibility of Federal Reserve under current circumstances? #Powell

Latest SriKonomics, "Headwinds For Big Beautiful Bill" is out srikonomics.substack.com/p/headwinds-fo… Are #TariffNegotiations bogged down bc foreign offiicals are simply waiting for more US court reversals? #Trump #Powell #Musk

Latest SriKonomics, "US Treasurys: In Eye of the Storm" is out srikonomics.substack.com/p/us-treasurys… Why is there fresh risk in long-dated #treasury debt? Why won't #Powell comply with #Trump demands to lower rates? Federal Reserve #FOMC

Today I had the pleasure of welcoming Dr. Komal Sri-Kumar to the #WTFinance podcast to talk further about the current US fiscal situation, what this means for the bond market & stagflation. It is worse than you may think...

Latest SriKonomics, "Treasurys: From Yellow to Red?" is out srikonomics.substack.com/p/treasurys-fr… Why #FOMC mtg next wk is critical to show Federal Reserve commitment to price stability #FED #Powell

Look fwd to being w Joe Kernen Becky Quick on Squawk Box ~6:10 am ET tomorrow (Wed) discussing #FOMC #Powell #rates $dollar. What next for long-dated yields? Producer = Klaire Odumody

“It would be irresponsible to cut interest rates now when you don’t know what the impact of tariffs will be,” says Dr. Komal Sri-Kumar ahead of today’s Fed decision: cnb.cx/4neSzUD

Latest SriKonomics, "#Trump & #Bessent: Still on Same Team?" is out srikonomics.substack.com/p/trump-and-be… They seek different policy measures. How will that affect yield curve, long-term yields? Federal Reserve Treasury Department #Powell

Look fwd to Power Lunch discssion with Brian Sullivan Kelly Evans 2 pm ET today to discuss Federal Reserve #rates #Markets Producer = Stef Kratter

Latest SriKonomics, "Struggle to Lower Interest Burden" is live! srikonomics.substack.com/p/struggle-to-… Middle East has uneasy truce but battle still on other fronts to reduce Treasury Department interest cost #Trump #Bessent #Powell

Latest SriKonomics, "Why US Yields Will Rise" is out srikonomics.substack.com/p/why-us-yield… Outcome of clash between #Trump #tariff & #fiscal policies & monetary mandate of Federal Reserve could be higher rate environment. Read on to see why #Powell

Latest SriKonomics, "Battle of Kevins: Implication For Bond Yields" is out srikonomics.substack.com/p/battle-of-ke… As #KevinWarsh & #KevinHassett fight it out to get #Trump attention, what would that mean for UST yields & yield curve? Federal Reserve #Powell

Dr. Komal Sri-Kumar Federal Reserve The Kevins. Sounds like the bad part of a new ballet. Meanwhile, the ABT new production of #Sylvia is wonderful. abt.org/ballet/sylvia/ Sylvia was the first ballet performed at the Paris Opera a couple of centuries ago...