KEVIN WARSH DROPS THE HAMMER: Why a Fed Rate Hike Is Back on the Table!

KEVIN WARSH DROPS THE HAMMER: Why a Fed Rate Hike Is Back on the Table!

Fed Chair Kevin Warsh just delivered his debut keynote at Jackson Hole, crushing summer expectations for an imminent interest rate cut. In today's Wall Street Truthbomb, Chief Investment Officer Mark Malek analyzes the monetary policy shift from Wyoming and explains why rate hikes are officially back on the table. Mark breaks down the shadow data behind the Federal Reserve's preferred PCE inflation index, revealing that 54% of all goods and services tracked are still inflating above 3% annua...

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Episoder(421)

THE AI SLOWDOWN SHOCK: Why Tech Giants Just Agreed to Hit the Brakes!

THE AI SLOWDOWN SHOCK: Why Tech Giants Just Agreed to Hit the Brakes!

The three most influential figures in artificial intelligence—Dario Amodei, Sam Altman, and Elon Musk—all publicly agreed this weekend that the industry must slow down frontier model capabilities, era...

22 Sep 12min

THE $163B ALGO SELLOFF: The Secret Market Level That Triggers the Machines!

THE $163B ALGO SELLOFF: The Secret Market Level That Triggers the Machines!

Viral social media posts are warning that automated algorithms are primed to dump $163 Billion of equities into the market this week. In today's Wall Street Truthbomb, Chief Investment Officer Mark Ma...

22 Sep 13min

THE BOND MARKET REVOLT: Yields Surge 26 bps as Hike Odds Hit 85%!

THE BOND MARKET REVOLT: Yields Surge 26 bps as Hike Odds Hit 85%!

Crude oil pushed past $100 a barrel, wholesale diesel surged 24.1%, and Treasury yields spiked across the curve as the cost of everything went up. In this comprehensive Weekly Market Recap, Chief Inve...

18 Sep 17min

THE 5% YIELD TRAP: Why The Bond Market Just Added $108,000 to Your Mortgage!

THE 5% YIELD TRAP: Why The Bond Market Just Added $108,000 to Your Mortgage!

The 10-year Treasury touched 5% for the first time since October 2023 before backing off, but Wall Street's relief rally is hiding a brutal mechanical reality. In today's Wall Street Truthbomb, Chief ...

17 Sep 14min

THE 90% RATE HIKE: Why Kevin Warsh Is Defying The White House on Wednesday!

THE 90% RATE HIKE: Why Kevin Warsh Is Defying The White House on Wednesday!

Wall Street spent the summer betting on interest rate cuts, but market odds for a Federal Reserve rate hike next Wednesday just surged to 90%. In today's Wall Street Truthbomb, Chief Investment Office...

17 Sep 12min

THE $1.5T REAL ESTATE CLIFF: Why Regional Banks Are About to Take the Keys!

THE $1.5T REAL ESTATE CLIFF: Why Regional Banks Are About to Take the Keys!

Across America, property owners are quietly handing the keys to commercial buildings back to their lenders as the multi-year strategy of extend-and-pretend officially runs out of time. In today's Wall...

16 Sep 12min

THE $5,000 STIMULUS TRAP: Why The Bond Market Just Invoiced You $48,000!

THE $5,000 STIMULUS TRAP: Why The Bond Market Just Invoiced You $48,000!

President Trump just proposed a $5,000 national dividend for every adult American, but Wall Street is already collecting the invoice. In today's Wall Street Truthbomb, Chief Investment Officer Mark Ma...

15 Sep 13min

THE $115B TECH DEBT TRAP: Why Wall Street Is Dumping Bad Loans Into Your 401(k)!

THE $115B TECH DEBT TRAP: Why Wall Street Is Dumping Bad Loans Into Your 401(k)!

Wall Street is quietly preparing to offload $115 Billion in vulnerable per-seat enterprise software debt directly into retail retirement accounts. In today's Wall Street Truthbomb, Chief Investment Of...

15 Sep 14min

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