Episode Details

Andrew, Ben, and Tom discuss the Supreme Court ruling that Fed Governor Lisa Cook can stay in her job for now with Chief Justice Roberts defending central bank independence while leaving the door open to a for-cause removal, the divergent Wall Street outlooks with Citi and BofA both calling a market top and projecting roughly 10% downside on stretched positioning and deteriorating momentum, and Kevin Warsh's emerging Fed reform agenda across five task forces covering communication, the balance sheet, data, productivity, and inflation.

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