Former senior fed trader
Joseph Wang @FedGuy12
·
Feb 6, 2022
Great interview on the Chinese economy with @DiMartinoBooth and @ChinaBeigeBook. When the commentariat was fretting about a "Lehman" like scenario with Evergrande, Miller knew right away that was never on the table. He understands the system there and also has good data
Joseph Wang @FedGuy12
·
Nov 3, 2022
Nobody signaled the Fed would 'pivot.' You guys need to read beyond headlines. @NickTimiraos's excellent article illustrated the debate within the Fed, and also suggested that some favored continued big increases. IMO this context is very helpful.
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Oct 21, 2022